中信证券研报称推动产业链价格回升是实现光伏行业“反内卷”的有效措施和重要的第一步随着行业回归规范化有序竞争以及潜在供给侧

智通财经
11 Jul
中信证券研报称推动产业链价格回升是实现光伏行业“反内卷”的有效措施和重要的第一步随着行业回归规范化有序竞争以及潜在供给侧改革政策逐步完善和落地光伏基本面底有望得以夯实落后产能出清长效机制逐步规范和形成。产业链报价回升立竿见影但要实现落后产能退出、光伏供给侧重构并非朝夕之功建议重点关注在光伏主产业链去产能进展中具备长期竞争力和量价回升弹性的龙头公司。

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