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《大行》花旗:太陽能股升勢能否持續取決有效政策發佈
花旗發表報告指,昨日(2日),內地太陽能相關製造商股價反彈最多11%,因7月1日中央財經委員會第六次會議上,國家主席習近平表示要規範無序價格競爭,推動落後產能有序退出。這是過去12個月內中國政府第三次倡導消除過度競爭,包括:(i)2024年10月中旬,據稱將設定電力消費上限以限制產能新增,太陽能股價在兩週內上漲約40%;(ii)2025年2月底,國家市場監督管理總局召開會議討論公平競爭,太陽能股價在一週內上漲約10%。此次太陽能股價上漲是否可持續,取決於是否發佈有效政策。本週,多晶矽價格按週上漲6%至8%,但下遊太陽能產品價格下降最多3%。
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