中泰证券：3 月排产环比提升明显价格上涨信号明确

中泰证券股份有...03-10

光伏：3 月排产环比提升明显，价格上涨信号明确，组件渠道报价上调1-3 分/W，玻璃报价上调2 元/平，胶膜龙头3 月价格调涨；后续排产环比有望继续提升，涨价及产能限制相关政策落地有望再催化股价，#持续关注两条主线：1）新技术：铜浆（聚和/帝科）/BC（爱旭）等；2）困境反转龙头：协鑫/双良/爱旭/钧达/福莱特-H/信义-H/福斯特等。风险提示事件：装机不及预期；原材料大幅上涨；竞争加剧；研报使用...

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中泰证券：3 月排产环比提升明显 价格上涨信号明确

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中泰证券：3 月排产环比提升明显价格上涨信号明确