“反内卷”加速出清，能拯救光伏行业吗？

华夏基金财富家2025-07-14

“你相信光吗？”这句出自《奥特曼》的名言，如今在A股光伏投资者中，多了几分调侃和心酸。过去三年，光伏板块跌到怀疑人生，曾经撑起新能源希望的“光”，在持续的价格战和产能内卷中被一点点耗尽，就连一线龙头也难逃巨亏的命运。但就在这个夏天，“光”好像又回来了。7月以来，光伏板块迎来了久违的上涨。这一切都来源于行业的反内卷，或者说供给侧改革。7月1日，中央财经委员会第六次会议明确要求，依法治理企业低价无序...

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