《大行》摩通:内地光伏行业反内卷如期出现负面转折 监管部门有助稳定中期价格

阿斯达克财经
Mar 10

摩根大通研究报告指,内地太阳能行业的反内卷行动出现预期中的负面转折,多晶硅现货价格由2月每公斤高于50元人民币(下同),回落至3月初的48元。该行认为是因《价格法》中对“生产成本”的定义不明确,部分生产商在现金流压力下以较低价格去库存。政策方面,内地全国两会将公平竞争列为优先事项,当局可能透过产能控制、标准设定及价格执法来遏制产能过剩问题。若价格监管部门以行业平均成本为基准,多晶硅价格中期或可稳定...

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