《大行》交銀國際:政策密集吹風有利光伏產業 首選信義光能(00968.HK)、福萊特玻璃(06865 .HK)等
交銀國際研究報告指, 中央財經委員會第六次會議於7月1日召開。會議強調,依法依規治理企業低價無序競爭,推動落後產能有序退出。交銀認爲本次提出的措施更具針對性,也具備更強的可操作性和實際效力。
此外,6月29日人民日報在頭版發表評論文章《在破除「內卷式」競爭中實現高質量發展》。文章開頭即點名光伏內卷,並直指困境成因。
交銀指,以上政策密集吹風,認爲反映中央對光伏行業目前困境的重視程度進一步提高,也已深刻了解困境成因並決心解決,後續針對性的實質性政策有望出臺,光伏供給側將迎轉機。
交銀看好光伏製造龍頭的困境反轉機會,首選光伏玻璃龍頭信義光能(00968.HK)、福萊特玻璃(06865 .HK),和顆粒矽龍頭協鑫科技(03800.HK),以上股票全部評級「買入」。
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