光伏周谈:“反内卷”持续发酵 期待后续政策落地(25年第28周)

中金公司
15 Jul

行业近况上周板块跑赢大盘:2025 年7 月7 日至7 月11 日,5 个交易日,光伏产业指数+5.5%,同期沪深300 指数+0.8%。市场持续发酵“反内卷”,继上上周连续几场顶层会议后,上周的催化主要源于硅料价格报价的提升,以及多晶硅期货延续强势,5 日内涨幅靠前的公司有弘元绿能等财务相对健康的二线公司;而近2 周涨幅靠前的仍是新特能源、通威股份等硅料企业。评论从基本面看,价格和供需关系短暂...

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