光伏太阳能股部分走强阳光能源(00757)涨6.19% 机构指光伏行业估值存在修复契机

金吾财讯

Oct 03

金吾财讯 | 光伏太阳能股部分走强，截至发稿，阳光能源(00757)涨6.19%，信义能源(03868)涨3.76%，新特能源(01799)涨3.62%，协鑫新能源(00451)涨3.49%，水发兴业能源(00750)涨1.75%，北京能源国际(00686)涨1.56%。消息面上，中原证券指出，9月，多晶硅料、硅片、电池和光伏组件价格均出现上涨，但上游价格涨幅高于下游。光伏玻璃受龙头企业减产，行业库存降低，供给量收缩等因素影响，价格逐步回暖。展望后市，前期抢装后整体市场乏力，集中式项目拉动装机需求，考虑到终端组件价格承接力度以及反内卷措施的影响，光伏产业链价格将趋于平稳。该行认为，围绕反内卷的产品销售价格措施、企业间并购整合、行业准入门槛的提高以及产品质量标准提高政策将会相继落地。光伏行业竞争格局和产业链生态有望优化，估值存在修复契机。国元国际发布研报称，总体来看，多晶硅价格短期以稳为主。后续走势主要取决于需求改善，以及四季度供给端减产政策的有效实施，进而带来供需格局的实质性改善。初步判断2026年行业有望回归正常盈利。中长期来看，头部公司技术成本能耗优势显著，将成为产能出清后的受益者。

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Sunshine Energy (00757) rose 6.19%. Institutions pointed out that there is an opportunity for recovery in the valuation of the photovoltaic industry","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03868":0.9,"01799":0.9,"00757":1.5,"00686":0.9,"00750":0.9,"000591":1.5,"00451":0.9},"content_text":"金吾财讯 | 光伏太阳能股部分走强，截至发稿，阳光能源(00757)涨6.19%，信义能源(03868)涨3.76%，新特能源(01799)涨3.62%，协鑫新能源(00451)涨3.49%，水发兴业能源(00750)涨1.75%，北京能源国际(00686)涨1.56%。消息面上，中原证券指出，9月，多晶硅料、硅片、电池和光伏组件价格均出现上涨，但上游价格涨幅高于下游。光伏玻璃受龙头企业减产，行业库存降低，供给量收缩等因素影响，价格逐步回暖。展望后市，前期抢装后整体市场乏力，集中式项目拉动装机需求，考虑到终端组件价格承接力度以及反内卷措施的影响，光伏产业链价格将趋于平稳。该行认为，围绕反内卷的产品销售价格措施、企业间并购整合、行业准入门槛的提高以及产品质量标准提高政策将会相继落地。光伏行业竞争格局和产业链生态有望优化，估值存在修复契机。国元国际发布研报称，总体来看，多晶硅价格短期以稳为主。后续走势主要取决于需求改善，以及四季度供给端减产政策的有效实施，进而带来供需格局的实质性改善。初步判断2026年行业有望回归正常盈利。中长期来看，头部公司技术成本能耗优势显著，将成为产能出清后的受益者。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}