光伏产业链涨价初现苗头,财报季有望带来积极信号

第一财经
07 Jan

进入2025年,光伏产业链出现了涨价的苗头。根据中国有色金属工业协会硅业分会(下称“硅业分会”)提供的数据,硅料与硅片因供不应求,价格上涨。  春节前夕往往是光伏行业的淡季,当前光伏产品价格的企稳原因是自2024年中启动的全行业供给侧自律行为,即减产保价格,降低产出以加速已有产能的出清。减产保价是否能让光伏企业的2024年第四季度业绩触底,是本轮财报季市场关注的重头戏。  相比“光伏是否见底”这类...

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