《大行》瑞銀:光伏玻璃製造商減產10%至20%屬合理
瑞銀發表研究報告指,由於6月以來需求持續走弱,光伏玻璃生產商已開始減產,但根據渠道數據,減產幅度可能未達市傳的30%,估計約10%至20%的減產幅度屬較合理水平,將令每月有效產能達到約45GW至50GW。
然而,瑞銀指有部分生產線只屬暫時關停,光伏玻璃一旦價格開始反彈,預期企業可重新增加產能。該行又指,除光伏玻璃減產外,預期當局亦將推動光伏主供應鏈的產能及產量下調,可能會從多晶硅開始。
瑞銀相信,當局決心遏制內捲式競爭,行業將保持自律減產及價格管控,而政府、行業協會及企業層面將出台更多政策支持,淘汰落後產能並遏制價格競爭,目前相信下半年基本面可能持續受壓,長遠而言供需失衡的情況改善則有助提振市場情緒。
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