【中信证券：加大非美市场开拓实现转型 或将成光伏供应链对冲关税战风险的关键】金十数据4月22日讯，中信证券研报称，美国“对等关税”来势汹汹，但虎头蛇尾，而中国光伏在长期面对“双反”、301、201等高额关税的情况下，对美出口已与关税脱敏，主要通过东南亚等海外基地实现对美间接出口。“关税战”冲击虽造成中国光伏厂商海外产能成本上升并进一步挤压盈利，但相较于美国本土制造成本，或仍具相对优势，美国光伏制造回流进程充满不确定性，中期内难改光伏产品进口依赖的窘境。面对复杂多变的贸易和政策环境，加大非美市场开拓，推动技术升级和品牌塑造，实现市场多元化+业务本地化+向解决方案服务商转型，或将成为对冲风险和盈利回升的关键。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.