中信建投：光储产业链价格加速赶底，核心看好三个方向

第一财经04-11

中信建投表示，此前市场对于组件涨价预期过于乐观，但近期产业链价格出现调整，核心原因是1-3月上游硅料、硅片持续累库，导致主材供应链库存压力逐步增加。我们认为本轮产业链价格调整速度会相对较快且调整幅度有限，因为当前一体化组件利润水平已处于历史底部位置，仅硅料环节仍留存有一定利润。4月行业贝塔我们认为会呈现“先抑后扬”的走势，核心在于产业链价格企稳时点，并且本轮价格触底后产业链绝对价格底部将出现。我们...

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