聯訊證券:風電搶裝確定性高 光伏等待四季度國內需求啟動
聯訊證券指出,近期光伏產業鏈價格平穩上漲,海外需求仍保持較旺盛態勢,國內需求還未明顯啟動,未來整體產業鏈需求穩定。繼續重點推薦中環股份,晶盛機電。此外,近兩年,政策帶來風電的搶裝確定性高、搶裝的存在以及海上風電的快速發展都將利好未來3年風電裝機,對產業鏈上游公司形成利好,相關龍頭公司的業績將持續高速增長,有望超預期表現。
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