电力设备产业周跟踪：锂电、光伏产业链限产提价，重申坚定看好

华福证券2025-12-28

（以下内容从华福证券《电力设备产业周跟踪：锂电、光伏产业链限产提价，重申坚定看好》研报附件原文摘录）投资要点：锂电板块核心观点：两大铁锂企业减产检修，天齐碳酸锂定价体系重构。1）两大铁锂企业减产检修，影响短期供给；2）结算锚定“Mysteel+期货”，天齐碳酸锂定价体系重构。光伏板块核心观点：市场监管总局对光伏行业开展价格竞争合规指导，高质量发展成为明确方向。市场监管总局在合肥对光伏行业开展...

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