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大行評級|里昂:太陽能行業氣氛持續改善 看好協鑫科技、福萊特玻璃和信義光能

里昂發表報吿指,隨着國家工信化部召開綜合治理光伏行業低價無序競爭會議,太陽能行業的氣氛持續改善。該行仍在等待更多有關供應方政策的細節,以幫助該行業進入復甦階段。

基本面方面,里昂指,太陽能玻璃龍頭開始縮減產能,多晶硅價格也在本週小幅反彈。里昂認為上游太陽能玻璃和多晶硅子行業更能受惠於行業升勢,並繼續看好協鑫科技、福萊特玻璃和信義光能。

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