中金：光伏产业链价格阶段见顶关注基本面变化的节奏

智通财经2025-04-22

智通财经APP获悉，中金发布研报称，春节结束后抢装潮带来产业链价格的明显反弹，当前虽然排产仍居高位，但工商业光伏以及市场化交易新老划断节点临近，部分环节出现一定抢出货的现象，叠加丰水期逐渐临近，市场上逐渐出现价格下行的预期，多晶硅期货近段时间以来下行趋势明显。在后续机制电价尚未明确的情况下，地面电站IRR测算尚不明朗，需求可能出现阶段性的放缓。但待后续各省政策明确、丰水期后企业策略明晰、年终相对...

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中金：光伏产业链价格阶段见顶 关注基本面变化的节奏

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中金：光伏产业链价格阶段见顶关注基本面变化的节奏