《大行》中金今年光伏展望:优势行业破困局 周期磨底见曙光

阿斯达克财经
Jan 02, 2025

中金发表今年光伏展望指,优势行业破困局,周期磨底见曙光。该行认为光伏行业作为中国全球领先的优势行业,在双碳目标的大背景下,在市场规律和行业自律的共同作用下,行业有望在今年迎来基本面的困境反转。当前板块估值仍处于底部阶段,认为明年有望迎来beta性的机会,细分环节龙头、新技术等具备配置价值。中金指,供给端是行业目前的核心矛盾,当前龙头企业资金储备相对充裕,但二、三线企业的现金流失速度较快,该行认为...

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