国金证券：光伏量价基本面右侧启动

国金证券2025-03-04

（以下内容从国金证券《电力设备与新能源行业研究：光伏量价基本面右侧启动，电车港股全面受益新车周期》研报附件原文摘录）光伏&储能：光伏量价基本面右侧启动，企业“逐利”的经营诉求是涨价的核心驱动力，抢装只是催化剂，同时我们坚信下半年终端需求不会“断崖式”下跌，行业景气度将呈现震荡向上的大趋势。重申“玻璃、电池片、新技术、大储”四大核心推荐方向，短期重点关注有望受组件排产拉升驱动而实现盈利改善弹性最显著...

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