180度大反转,监管出手,光伏反内卷发生巨变!影响有多大?

Ofweek维科网
Jan 12

年前,新能源正前方才在硅料收储后,2026年,光伏行业还有什么故事可讲?和2026年最有望爆炒的题材,也是AI和光伏最后的荣光!里对光伏行业的2026年做了一波展望,提到2026年光伏行业最核心还是要看供给侧的收缩情况,而重中之重就是硅料收储的进展情况。万万没想到,一进入2026年,情况就发生了大变化,甚至可以说是180度大逆转。是这样的,1月6日的时候,下面的小作文就在二级市场投资人圈里小范围...

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