中银证券：国内反内卷+马斯克太空光伏扩产共振关键仍在设备、材料

智通财经01-30

智通财经APP获悉，中银证券发布研报称，马斯克再次表示将建设100GW光伏产能，其产能规划可能往上游硅料、硅片延伸，硅料、硅片、电池、组件核心设备受益，长期看材料企业具备市场扩大空间；我国工信部明确光伏“反内卷”主线，预计行业大概率自发限产，电池、组件格局优化；我国太空光伏加快产业化；维持行业强于大市评级。中银证券主要观点如下：工信部再次明确光伏“反内卷”主线，重点梳理产业链价格根据工信微报报道，...

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中银证券：国内反内卷+马斯克太空光伏扩产共振 关键仍在设备、材料

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中银证券：国内反内卷+马斯克太空光伏扩产共振关键仍在设备、材料