研报掘金丨中信建投：隆基绿能Q3业绩环比减亏，维持“增持”评级

格隆汇11-15

中信建投证券研报指出，隆基绿能(601012.SH)Q3业绩承压，但实现环比减亏，减亏主要系Q3计提存货跌价减值显著下降。Q3公司电池组件、硅片分别出货分别为38.37GW、21.39GW，环比均有所增长。公司美国5GW组件工厂目前仍处于爬坡阶段，预计后续公司美国市场出货有望恢复，有望为公司带来业绩增量。光伏行业周期底部已经出现，2024年底公司HPBC 2.0产能将开始投产，明年将逐步放量，预计...

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