【国金证券：光伏玻璃供给加速出清 龙头盈利修复与份额回升确定性较高】国金证券发布研报称，光伏企业中报进一步验证产业链价格、盈利底部夯实，行业持续亏损背景下尾部产能及企业陆续出清，叠加强制国标、成本核算通则等实施，光伏板块左侧夯实。当前二三线企业仍处现金亏损，后续供给仍有下降空间，约3.3万吨产能可视作实质性出清。头部企业盈利修复确定性较高，同时有望凭借盈利及资金优势维持快于行业的产能增速，实现份额回升。
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