智通财经APP获悉,华创证券发布研报称,抢装潮带动2025年上半年装机实现翻倍增长,下半年装机增速预计放缓,但整体来看全年有望在高基数下延续增长。目前光伏行业基本面逐渐筑底,在政策调控及供需改善预期下,市场风险偏好有所回升,建议关注盈利修复、经营稳健的龙头公司。另一方面,建议关注新技术产业化推进顺利,有望量利齐升的环节。建议关注通威股份(600438.SH)、隆基绿能(601012.SH)、福斯特...
Source Link智通财经APP获悉,华创证券发布研报称,抢装潮带动2025年上半年装机实现翻倍增长,下半年装机增速预计放缓,但整体来看全年有望在高基数下延续增长。目前光伏行业基本面逐渐筑底,在政策调控及供需改善预期下,市场风险偏好有所回升,建议关注盈利修复、经营稳健的龙头公司。另一方面,建议关注新技术产业化推进顺利,有望量利齐升的环节。建议关注通威股份(600438.SH)、隆基绿能(601012.SH)、福斯特...
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