摩根大通报告指，国家市监总局指中国光伏行业协会提出成立整合基金，并分配行业产量配额为违反反垄断法，对行业“反内卷”倡议构成打击，预期股价有负面反应。但基于中国推动“反内卷”，该行视今次事件为调整而非扭转。该行预期多个潜在结果，包括政府机构入场管理产量配额，或由更高层级部门就豁免产量配额定出条件。在最差情况下，将出现无序内卷整合。唯一坐拥巨额净现金结余晶硅企业大全新能源(DQ.US) ，以及现金...
Source Link摩根大通报告指，国家市监总局指中国光伏行业协会提出成立整合基金，并分配行业产量配额为违反反垄断法，对行业“反内卷”倡议构成打击，预期股价有负面反应。但基于中国推动“反内卷”，该行视今次事件为调整而非扭转。该行预期多个潜在结果，包括政府机构入场管理产量配额，或由更高层级部门就豁免产量配额定出条件。在最差情况下，将出现无序内卷整合。唯一坐拥巨额净现金结余晶硅企业大全新能源(DQ.US) ，以及现金...
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