【私募调研记录】久期投资调研晶科能源

证星私募调研
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根据市场公开信息及7月31日披露的机构调研信息,知名私募久期投资近期对1家上市公司进行了调研,相关名单如下:1)晶科能源 (久期投资参与公司路演活动)调研纪要:晶科能源表示,要解决光伏行业内卷式竞争需严控新增产能,引导价格归理性,推动前沿技术创新。公司高功率产品改造进展顺利,640W以上产品今年三季度已部分交付,明年大部分订单将切换为640W以上产品。公司预计明年TOPCon产能功率将达670W,...

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