首创证券近日研报指出,近期光伏产业链价格阶段性趋稳,伴随着光伏装机淡季的到来,下游陆续降低开工负荷。新产能投放有明显趋缓迹象,供给端正在边际改善。看好成本优势显著的硅料龙头企业;产品出货结构好,高盈利市场出货占比高的组件龙头企业;供给压力已基本释放,预期反转的辅材环节。
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