(以下内容从华安证券《电力设备行业周报:十五五风电需求预期提升,宇树完成一期IPO辅导》研报附件原文摘录)主要观点:光伏:产业链价格维稳,电价政策逐步明晰本周硅料、硅片、组件价格保持稳定,电池片小幅跌价。海外订单与政策环境仍是支撑产业链的主要动力。国内积极讨论反内卷收储方案,但方案讨论时程较长,短期刺激价格回涨力度有限,预计短期价格维持弱势平盘。风电:国内海风高景气延续《风能北京宣言2.0》提出...
Source Link(以下内容从华安证券《电力设备行业周报:十五五风电需求预期提升,宇树完成一期IPO辅导》研报附件原文摘录)主要观点:光伏:产业链价格维稳,电价政策逐步明晰本周硅料、硅片、组件价格保持稳定,电池片小幅跌价。海外订单与政策环境仍是支撑产业链的主要动力。国内积极讨论反内卷收储方案,但方案讨论时程较长,短期刺激价格回涨力度有限,预计短期价格维持弱势平盘。风电:国内海风高景气延续《风能北京宣言2.0》提出...
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