高盛:光伏反内卷,盈利拐点在何时?

智通财经APP
Sep 09

高盛在9月3-5日的Asia Leaders Conference活动中邀请了七家光伏产业链企业(协鑫科技、大全新能源、迈为股份、隆基绿能、爱旭股份、晶科能源、阿特斯)。投资者主要关注反内卷的进展,包括政策执行时间表、价格前景、供应再平衡措施以及盈利拐点。概要:(1)多晶硅和组件企业的价格前景分化(多晶硅价格将进一步上涨,而光伏电站运营商对组件提价的接受度较低);(2)多措并举,以实现整个产业链上...

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