高盛 9月份研报:市场对光伏产业链价格前景过于乐观!

光伏之源
Sep 22

高盛在这份于2025年9月18日发布的报告中,对其覆盖的中国光伏股票提出了明确的警示性观点。论点是:当前资本市场对光伏产业链的价格前景和盈利能力复苏过于乐观,股价的强劲上涨(自7月1日起平均上涨40%)已经透支了“反内卷”政策带来的短期利好,却忽视了需求疲软和一线厂商持续快速降本这两个根本性因素。高盛认为,市场当前交易的估值60元/kg多晶硅价格,多晶硅价格更可能从当前现货水平下跌20%,至每千克...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10