金吾财讯 | 国元国际表示，目前光伏产业链价格及企业盈利已明确处于底部，后续终端需求释放有望逐步带动产业链价格回归，头部企业实现盈利可期，建议密切关注行业周期拐点信号。在光伏整体亏损，深度整合形势下，是企业综合竞争优势，包括成本，盈利能力，财务状况和现金流的比拼。从产业链来看，硅料和光伏玻璃行业竞争格局清晰，且不直接受出口退税下调影响。该行指，硅料行业重点推荐：新特能源(01799)、协鑫科技(03800)；光伏玻璃行业重点推荐：福莱特玻璃(06865)、信义光能(00968)。
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