小摩：预计2026年反内卷政策推动的储能行业整合对协鑫科技(03800)等予“增持”评级

智通财经01-07

智通财经APP获悉，摩根大通发布研报称，太阳能硅片和电池价格在2025年12月显著上涨，主要原因是关键材料成本上升(包括多晶硅和银浆)，部分亦受反内卷政策驱动。随着2025年12月初多晶硅行业整合平台的建立，该行预计政策推动的行业整合将在2026年发生。该行对协鑫科技(03800)和大全新能源(DQ.US)给予“增持”评级。 金风科技(02208)H股及金风科技(002202.SZ)A股股价在...

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小摩：预计2026年反内卷政策推动的储能行业整合 对协鑫科技(03800)等予“增持”评级

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小摩：预计2026年反内卷政策推动的储能行业整合对协鑫科技(03800)等予“增持”评级