汇丰环球研究表示,中国新能源股偏好龙源(00916.HK) ,指该公司为潜在新能源支援政策的主要受惠者。该行对光伏供应链企业保持审慎乐观看法,基于需求增长在2025至2030年放缓、地缘政治风险及供应过剩。该行视多晶硅及玻璃板块带领市场今年复苏,受更快的供应整合推动。福莱特玻璃(06865.HK) 及协鑫科技(03800.HK) 为相关受惠股。该行亦相信风电机市场应受惠于离岸风电增长及海外销售组合...
Source Link汇丰环球研究表示,中国新能源股偏好龙源(00916.HK) ,指该公司为潜在新能源支援政策的主要受惠者。该行对光伏供应链企业保持审慎乐观看法,基于需求增长在2025至2030年放缓、地缘政治风险及供应过剩。该行视多晶硅及玻璃板块带领市场今年复苏,受更快的供应整合推动。福莱特玻璃(06865.HK) 及协鑫科技(03800.HK) 为相关受惠股。该行亦相信风电机市场应受惠于离岸风电增长及海外销售组合...
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