头部企业全面涨价光伏行业有望迎来基本面修复

东方财富2025-03-10

3月10日，三大股指盘中窄幅震荡，尾盘跌幅有所收窄；北证50指数较为强势，场内近3300股飘红，全A成交额明显萎缩。行业板块涨多跌少，医药商业板块大涨，电机、非金属材料、工程咨询服务、装修装饰、医疗服务、光伏设备、橡胶制品板块涨幅居前，保险、互联网服务、软件开发板块跌幅居前。2025年春节后光伏组件价格全面上涨，头部企业如隆基绿能、天合光能、晶澳科技等已确认调价，涨幅集中在0.02元/W—0.05...

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看好光伏向上催化当前光伏产业链有望进入价格上涨通道，板块已处于预期底部位置，行业基本面底部企稳，供给侧和需求侧的积极催化有望陆续登台。后续行业景气上行与供需改善预期持续提升，板块机会有望显现，维持行业增持评级。建议重点关注：1、库存持续向下，盈利有望率先改善的电池、硅片、光伏玻璃环节，以及各环节格局较优的龙头企业。2、新技术持续突破，BC电池组件效率优势领先，铜浆、叠栅等技术创新逐步应用。华泰证券：光伏板块估值处于底部期待供给侧政策落地看好国内外需求复苏，行业自律、供给侧政策逐步落地，有望共同驱动产业链价格持续回升。国内外需求复苏+行业自律+供给侧政策有望共同催化行情，期待后续供给侧政策的落地，重点关注硅料、硅片、电池片、玻璃环节。东吴证券：光伏主链价格修复&供需政策逐步落地光伏行业的每一轮周期核心驱动力都是技术迭代，技术成熟后盈利能力好，驱动行业进入大规模扩产阶段，随着产能集中落地，行业出现产能过剩&盈利能力下降，行业进入产能出清阶段，倒逼新技术的突破，实现降本增效，打开新一轮周期。因此从光伏各环节来看，硅片环节的新技术方向为低氧单晶炉，通过增加超导磁场或真空泵来解决N型硅片的同心圆、黑心片问题，提高电池转换效率；电池片环节的新技术方向为HJT等，具备更高的组件功率、较低的成本；组件环节新技术方向为0BB，进一步省银提效。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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头部企业全面涨价 光伏行业有望迎来基本面修复

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头部企业全面涨价光伏行业有望迎来基本面修复