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報道指內地光伏玻璃敲響過剩預警 成本上漲或使企業利潤率被「侵蝕」
據《財聯社》報道,內地重鹼和石英砂價格近期呈現連續上行趨勢,光伏玻璃成本壓力逐漸顯現。據內地媒體從業內人士獲悉,今年首五個月,3.2mm原片毛利率3.03%,處於較低水平。 中銀國際研究報告表示,再度敲響光伏玻璃的過剩預警,認為光伏玻璃的過剩已不可逆轉,而快速扁平化的成本曲線將侵蝕龍頭的毛利率優勢。
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