【权益风向标】基金经理马浩然：动力+储能共振向上，新能车有望迎来“戴维斯双击”

平安基金微视界2025-12-11

一、光伏：多晶硅收储平台成立，“反内卷”进入实质推进阶段1、多晶硅收储平台成立，“反内卷”迎重要进展根据e公司公众号报道，12月9日，北京光和谦成科技有限责任公司正式登记成立，注册资本30亿元，业内将其视作多晶硅产能整合收购平台。该公司股东涉及多家硅料企业。作为此轮治理重点领域，多晶硅“反内卷”进入实质推进阶段。2、拉长时间看，光伏供需改善趋势强，阶段性盘整提供布局机会光伏板块业绩和股价仍在低位。...

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