金吾财讯 | 光伏太阳能板块走强，截至发稿，时代数字（00451）涨13.25%，蓝思科技（06613）涨5.64%，水发兴业能源（00750）涨4.76%，钧达股份（02865）涨3.62%，协合新能源（00182）涨1.67%。消息面上，中信证券表示，需求端，预计2027年国内光伏新增装机或将迎来5%-10%边际修复，供需关系有望明显改善，部分高效高端产品甚至或将迎来结构性紧缺，该行认为光伏正处于赔率较高的底部布局区域。此外，国元国际认为，美国选举带来的短期情绪催化不宜直接外推为长期盈利上调。光伏板块的中长期修复基础仍然在于供给侧有效出清、终端装机需求稳定增长及产业链利润重新分配。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.