图片来源:视觉中国界面新闻记者|马悦然“目前来看,(光伏)产能的出清远不如2024年预期的那么通畅,激烈的价格竞争会持续,但可能不太会出现明显波动。”11月13日,在彭博新能源财经圆桌会议上,该机构光伏分析师谭佑儒对界面新闻等媒体表示。产能出清、反内卷是近两年中国光伏行业持续的议题。谭佑儒判断称,结合当前放缓的需求增长,行业盈利的改善至少在2026年之后才有希望看到,除非出现明显的外部市场干预。...
Source Link图片来源:视觉中国界面新闻记者|马悦然“目前来看,(光伏)产能的出清远不如2024年预期的那么通畅,激烈的价格竞争会持续,但可能不太会出现明显波动。”11月13日,在彭博新能源财经圆桌会议上,该机构光伏分析师谭佑儒对界面新闻等媒体表示。产能出清、反内卷是近两年中国光伏行业持续的议题。谭佑儒判断称,结合当前放缓的需求增长,行业盈利的改善至少在2026年之后才有希望看到,除非出现明显的外部市场干预。...
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