小摩:中国光伏行业迎来情绪范式转变,这家公司成风险回报最优选择

智通财经网
28 Jul

2025 年 7 月 23 日,摩根大通亚太区股票研究团队发布了一份关于中国光伏行业的报告,聚焦 “反内卷” 与供给侧改革背景下的市场动态。报告通过与约 50 位投资者的一对一交流,揭示了行业情绪的重要转变,以及大全新能源(Daqo)在当前环境下的投资价值。一、投资者结构生变:长线资金入场,对冲基金退居次位近期,摩根大通与近 50 位投资者就中国光伏行业及 “反内卷”、供给侧改革话题展开深入交流。...

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