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大行評級|里昂:內地推動電力市場化 預計太陽能玻璃受惠於短期安裝熱潮
格隆匯 02-25 15:34
里昂發表研報指,政府披露新能源上網電價市場化改革政策,該行認爲長期來看市場化電價導致項目內部回報率較低,該政策將致未來太陽能裝機量增長放緩,但同時預計將推動產業增長更具可持續性及穩定。短期內,該行認爲該政策將在今年6月1日前推動安裝熱潮。里昂認爲,短期強勁需求應帶動產量激增;該行渠道調查預期,今年3月計劃的模塊產量可能達到約50吉瓦,按月增長25%。同時,農曆新年後太陽能玻璃庫存下降5%,主要組件廠商計劃上調組件價格每瓦2分至5分。至於太陽能玻璃及多晶硅應會在短期內受惠於安裝熱潮。該行予福萊特玻璃“跑贏大市”評級。
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