壹评级:政策预期叠加“抢出口”,光伏主链价格迎来阶段性回升

第一财经
Yesterday

近期,光伏主产业链价格出现回暖迹象,硅片、电池片及组件成交价环比均有不同程度上涨。第一财经“壹评级”认为,本轮涨价主要受美国232条款窗口期引发的“抢出口”行情与国内“反内卷”政策预期共振驱动,属于短期脉冲式反弹,而非行业供需格局的根本性反转。   “壹评级”分析,海外层面,美国拟于2026年12月4日实施光伏进口限价及关税措施。由于美国本土产能不足,叠加印度装机旺季需求释放,海外采购需求集中涌现...

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