汇丰研究报告指，内地太阳能玻璃行业去年因“反内卷”及需求急升而被重估，但行业整合步伐似乎落后，预计今年过剩产能将超过预期需求逾30%。同时，去年太阳能玻璃价格按年下跌17%，因需求疲弱且未见反弹迹象。该行预期今年中国太阳能需求将下跌逾40%，对定价构成进一步压力。此外，中国取消太阳能产品出口增值税退税，短期内将增加太阳能玻璃企业的盈利压力。不过，该行认为此举最终将加速市场整合，有利成本领先的企业。...
Source Link汇丰研究报告指，内地太阳能玻璃行业去年因“反内卷”及需求急升而被重估，但行业整合步伐似乎落后，预计今年过剩产能将超过预期需求逾30%。同时，去年太阳能玻璃价格按年下跌17%，因需求疲弱且未见反弹迹象。该行预期今年中国太阳能需求将下跌逾40%，对定价构成进一步压力。此外，中国取消太阳能产品出口增值税退税，短期内将增加太阳能玻璃企业的盈利压力。不过，该行认为此举最终将加速市场整合，有利成本领先的企业。...
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