金吾财讯 | 大和发表研究报告指,截至7日10日,光伏玻璃平均售价按周有持平至下跌趋势,平均库存天数增加2.94%,连续13个星期上升,反映需求滞后。该机构指,留意到近期市场对太阳能辅助材料供应商的情绪非常强劲,基于有关淘汰过时生产力的传言。然而,该机构仍维持保守看法,认为在6月急赶安装太阳能后,内地对太阳能模块需求不高,限制行业上行潜力;加上目前光伏玻璃每日产量约为9.44万吨,而减量速度仅为每日5600吨,平均售价下行,且存库水平上升。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.