电力设备：光伏组件价格酝酿上涨产业链盈利有望回升

中邮证券有限责...2025-02-18

投资要点事件：欧洲两大光伏平台相继发布组件涨价信息，同时根据infolink，国内组件厂也在“酝酿”涨价。欧洲需求改善，国内有望迎来一波抢装欧洲：据Search4Solar，其收到10 家未披露制造商的最新价格显示，涨幅超20%；根据欧洲太阳能交易平台Sun.store，1 月N 型单面组件价格上涨了12%。欧洲组件上涨主要原因是需求改善，欧洲通常二季度进口囤货，同时“退税减少”导致国内出口组件...

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电力设备：光伏组件价格酝酿上涨 产业链盈利有望回升

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电力设备：光伏组件价格酝酿上涨产业链盈利有望回升