光伏反内卷深度:反内卷持续深化,关注贝塔修复 | 投研报告

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Sep 04

开源证券近日发布光伏设备行业深度报告:自7月以来相关会议密集召开,8月19日由工信部等六部门联合召开光伏产业座谈会,明确规范行业竞争秩序,强化反内卷决心。开源证券近日发布光伏设备行业深度报告:自7月以来相关会议密集召开,8月19日由工信部等六部门联合召开光伏产业座谈会,明确规范行业竞争秩序,强化反内卷决心。当前市场方面已出现积极信号,在多晶硅环节,硅料收储方案与行业自律同步推进,7月以来成交价持续...

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