港股概念追踪|大摩认定中国光伏价格已经见底机构看好行业超跌反弹机遇（附概念股）

智通财经11-04

10月中旬，CPIA发文称，低于成本投标中标涉嫌违法，呼吁制造企业依法合规地参与市场竞争，不要进行低于成本的销售与投标。该协会称，2023年下半年以来，中国市场光伏组件价格不断下滑，目前价格已经腰斩。中标价低于成本，已成为困扰光伏制造行业的难题。而每瓦0.68元的组件成本，已经是当前行业优秀企业在保证产品质量前提下的最低成本。报告提到，中国光伏行业协会(CPIA)最近呼吁防止“内卷式”恶性竞争，为...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2480326919?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-11-04 14:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2480326919","market":"sh","top_or_hot":-1,"title":"港股概念追踪|大摩认定中国光伏价格已经见底  机构看好行业超跌反弹机遇（附概念股）","media":"智通财经","content":"<div>\n<p>10月中旬，CPIA发文称，低于成本投标中标涉嫌违法，呼吁制造企业依法合规地参与市场竞争，不要进行低于成本的销售与投标。该协会称，2023年下半年以来，中国市场光伏组件价格不断下滑，目前价格已经腰斩。中标价低于成本，已成为困扰光伏制造行业的难题。而每瓦0.68元的组件成本，已经是当前行业优秀企业在保证产品质量前提下的最低成本。报告提到，中国光伏行业协会(CPIA)最近呼吁防止“内卷式”恶性竞争，为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1206183.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股概念追踪|大摩认定中国光伏价格已经见底  机构看好行业超跌反弹机遇（附概念股）</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股概念追踪|大摩认定中国光伏价格已经见底  机构看好行业超跌反弹机遇（附概念股）\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-04 14:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1206183.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月中旬，CPIA发文称，低于成本投标中标涉嫌违法，呼吁制造企业依法合规地参与市场竞争，不要进行低于成本的销售与投标。该协会称，2023年下半年以来，中国市场光伏组件价格不断下滑，目前价格已经腰斩。中标价低于成本，已成为困扰光伏制造行业的难题。而每瓦0.68元的组件成本，已经是当前行业优秀企业在保证产品质量前提下的最低成本。报告提到，中国光伏行业协会(CPIA)最近呼吁防止“内卷式”恶性竞争，为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1206183.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0267386448.USD","symbol_name":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1206183.html","article_id":"2480326919","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2480326919","pubTimestamp":1730700835,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"10月中旬，CPIA发文称，低于成本投标中标涉嫌违法，呼吁制造企业依法合规地参与市场竞争，不要进行低于成本的销售与投标。该协会称，2023年下半年以来，中国市场光伏组件价格不断下滑，目前价格已经腰斩。摩根士丹利称，对中国太阳能供应链转向更为积极的态度，认为随着定价复苏和行业整固，价格已经触底。将隆基绿能、通威股份、晶澳科技的评级上调至超配。产业链中隆基是首选，其有最具弹性的资产负债表。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4127":"投资银行业与经纪业","BK1169":"半导体设备","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK1148":"建筑与工程","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK1594":"碳中和概念股","LU1548497426.USD":"安联环球人工智能AT Acc","BK4534":"瑞士信贷持仓","LU0971096721.USD":"富达环球金融服务 A","BK4504":"桥水持仓","BK4585":"ETF&股票定投概念","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","HSCEI":"国企指数","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4588":"碎股","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","HSTECH":"恒生科技指数","YANG":"三倍做空富时中国ETF-Direxion","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","JKS":"晶科能源","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK1610":"ETF&股票定投概念","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK1554":"光伏太阳能股","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4581":"高盛持仓","01799":"新特能源"},"translate_title":"Hong Kong stock concept tracking Morgan Stanley believes that China's photovoltaic prices have bottomed out. Institutions are optimistic about the industry's oversold rebound opportunities (with concept stocks)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"YANG":1,"HSTECH":1,"HSCEI":1,"01799":0.9,"JKS":0.8},"content_text":"10月中旬，CPIA发文称，低于成本投标中标涉嫌违法，呼吁制造企业依法合规地参与市场竞争，不要进行低于成本的销售与投标。该协会称，2023年下半年以来，中国市场光伏组件价格不断下滑，目前价格已经腰斩。中标价低于成本，已成为困扰光伏制造行业的难题。而每瓦0.68元的组件成本，已经是当前行业优秀企业在保证产品质量前提下的最低成本。报告提到，中国光伏行业协会(CPIA)最近呼吁防止“内卷式”恶性竞争，为光伏招标市场建立健康的竞争环境，并建议设立价格底线，这将为供应链价格提供支持。摩根士丹利称，对中国太阳能供应链转向更为积极的态度，认为随着定价复苏和行业整固，价格已经触底。将隆基绿能、通威股份、晶澳科技的评级上调至超配。分析师Eva Hou等报告指出，将2024年太阳能装机量预测上调4%至225GW，并将2025年的装机量预测小幅上调至240GW。光伏行业协会的呼吁是有效的，为供应链价格提供了支撑。产业链中隆基是首选，其有最具弹性的资产负债表。将弘元绿能评级上调至平配。大摩写道：我们相信价格进一步下降的空间很小，CPIA的呼吁似乎正在奏效，为供应链价格提供了支持。中原证券发布研报称，鉴于光伏板块已陷入深度亏损，主材环节面临亏现金流局面，以及反恶性竞争政策层面的影响，预计产能出清程度会加深。头部企业有望凭借规模优势、成本优势、销售渠道优势以及资金实力渡过行业低谷，实现持续成长。光伏板块作为周期和成长双属性叠加的行业，股票具备较高的贝塔值。在市场风险偏好提升，板块处于大周期估值区间低位，行业基本面有望触底的背景下，行业存在超跌反弹的机遇。光伏板块相关企业：新特能源(01799)、协鑫科技(03800)、信义光能(00968)、福莱特玻璃(06865)等。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2480326919"}

港股概念追踪|大摩认定中国光伏价格已经见底 机构看好行业超跌反弹机遇（附概念股）

精彩评论

港股概念追踪|大摩认定中国光伏价格已经见底机构看好行业超跌反弹机遇（附概念股）