《大行報告》大和:內地多間太陽能組件製造商據報本月增產 但關注需求質素 維持行業「中性」看法
大和發表報告指,上海有色金屬網報道,多間內地太陽能組件生產商現時對市場需求更有信心,在計算晶圓價格的穩定性,及今年2月的訂單情況後,生產商將於本月提升生產目標。報道特別提到陝西龍頭組件生產商決定將本月生產目標由3.2吉瓦升至3.8吉瓦,其他龍頭企業亦有類似計劃。
不過,該行提議投資者留意兩個行業風險,包括在價格下行時生產商需面對庫存減值的損失,加上若額外太陽能需求來自較低利潤規模的公用市場,有關增產或未能為組件生產商帶來額外利潤。該行重申對內地太陽能行業的「中性」看法。
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