对光伏温度的直观感受,有时往往比数据来得更直观和真实。7月23日傍晚,在从上海虹桥飞往山西大同的航班上,据赶碳号观察,除了少量暑期出游的人,有相当多的人,是光伏行业半年会的参会人员。坐在笔者边上和前排的,就是一家上海本地的专注二级市场的私募。这位年轻人不停地与过道上经过的熟人打着招呼。细问才知道,他们团队以前主要关注消费,比如生猪什么的,并非电新行业。 现在主要是“光伏最近挺火,想过来学习学习“,...
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