头部企业全面涨价，光伏行业有望迎来基本面修复

每日经济新闻03-11

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元/W区间。据中国光伏行业协会测算，2024年我国组件产量为588GW，如果以此为基数，以平均涨价0.04元/W粗略计算，全行业有望增收235亿元左右。中信证券表示，行业有望迎来基本面修复，板块情绪有望迎来右侧拐点。国泰君安认为，当前光伏产业链有望进入价格上涨通道，板块已...

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