电力设备行业周报:亿纬全固态产能投产,8月国内储能招采创新高

华安证券
Sep 07

(以下内容从华安证券《电力设备行业周报:亿纬全固态产能投产,8月国内储能招采创新高》研报附件原文摘录)主要观点:光伏:产业链价格小幅上扬,供给侧改革预期再现本周硅料、电池片、组件价格小幅上涨。供给侧改革预期再现。海外市场方面,自七、八月出口退税可能取消的消息释出后,下游电池厂的订单受到海外市场支撑,形成强劲需求,并率先推升电池片价格。风电:海上风电超GW级项目密集落地,央企投资与配套环节全面提速...

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