大行評級|里昂:相信協鑫科技、信義光能、福萊特玻璃將成爲供給側政策的主要受益者
里昂發表研究報告,認爲近期太陽能股票的勢頭來自供應方面政策的一些積極信號,包括中央財經委員會強調依法治理企業低價無序競爭,指導企業提升產品質量,推動有序退出落後產能;規範政府採購和招標。上海有色金屬市場報告也稱,部分國內太陽能玻璃生產商計劃自2025年7月起減產30%。
里昂表示,對太陽能行業的看法保持不變。對太陽能需求持謹慎態度,供給端仍在等待更多催化劑或供給側政策以助行業復甦。該行預期將有關能源消耗控制、轉換效率及產量配額的關鍵措施會適度放鬆。在太陽能行業中,里昂相信多晶硅材料領軍者協鑫科技及太陽能玻璃龍頭信義光能、福萊特玻璃將成爲供給側政策的主要受益者,因爲行業整合度較高且成本曲線更陡峭。
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