新华财经上海7月25日电（谈瑞、周子涵）光伏行业的估值与股价双双在历史底部徘徊，让从业者和投资者都在焦灼地探问：基本面改善的曙光究竟还有多远？“反内卷”能否成为企业脱困的可行路径？据中国光伏行业协会统计，2025年开局的前五个月，光伏产业运行呈现鲜明的“有升有降、结构优化”特征。制造端正在经历调整阵痛，多晶硅和硅片产量同比分别下滑了44.3%和25.2%，与之形成对比的是，电池片和组件产量则实现了...
Source Link新华财经上海7月25日电（谈瑞、周子涵）光伏行业的估值与股价双双在历史底部徘徊，让从业者和投资者都在焦灼地探问：基本面改善的曙光究竟还有多远？“反内卷”能否成为企业脱困的可行路径？据中国光伏行业协会统计，2025年开局的前五个月，光伏产业运行呈现鲜明的“有升有降、结构优化”特征。制造端正在经历调整阵痛，多晶硅和硅片产量同比分别下滑了44.3%和25.2%，与之形成对比的是，电池片和组件产量则实现了...
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