(以下内容从信达证券《光伏:反内卷持续推进,行业曙光已现》研报附件原文摘录)本期核心观点事件:9月9日,国新办发布会再次强调光伏反内卷。点评:2025H1光伏行业整体业绩承压,136号文带来光伏行业抢装,光伏企业经营压力得到一定缓解,但债务压力仍然较大,反内卷依然是光伏行业的重要任务。各个部委、协会、企业积极推进光伏反内卷。8月19日工信部、发改委、能源局等六部门联合召开座谈会,针对当前光伏产业...
Source Link(以下内容从信达证券《光伏:反内卷持续推进,行业曙光已现》研报附件原文摘录)本期核心观点事件:9月9日,国新办发布会再次强调光伏反内卷。点评:2025H1光伏行业整体业绩承压,136号文带来光伏行业抢装,光伏企业经营压力得到一定缓解,但债务压力仍然较大,反内卷依然是光伏行业的重要任务。各个部委、协会、企业积极推进光伏反内卷。8月19日工信部、发改委、能源局等六部门联合召开座谈会,针对当前光伏产业...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.