近期,硅料价格大涨,产业链躁动。“反内卷”正在自上而下,以点带链,全面袭来,下游组件环节也将迎来大考,出清在即,引发广泛关注。目前,组件环节尤其国内产能出清压力较大。在供给端,根据中国光伏行业协会,2024年全球组件产能和产量分别为1388.9GW、725.9GW(产能利用率52%),其中我国组件产能和产量分别为1156.5GW、627.5GW(产能利用率54%)。在需求端,2024年全球光伏装机...
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