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SQL Error: select id,classid,ttid,onclick,plnum,totaldown,newspath,filename,userid,username,firsttitle,isgood,ispic,istop,isqf,ismember,isurl,truetime,lastdotime,havehtml,groupid,userfen,titlefont,titleurl,stb,fstb,restb,keyboard,eckuid,title,ftitle,newstime,titlepic,smalltext,writer,diggtop from ***_ecms_news where (classid='222') and (id in (,,,,,,,,,)) order by newstime desc limit 10
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国泰君安：2024年聚焦光伏产业链三大方向

2024-01-03 14:20:46 作者：百战攻略 浏览次数：62 字号： T T T

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！

国泰君安研报指出，2024年，建议聚焦光伏产业链的三大方向，包括：技术升级、龙头企业、美国市场。2023年全球光伏产业链各环节产量再创历史新高，并带来产能过剩隐忧。关注技术升级领先、产品品质优异、成本管控领先、逆势扩张产能、海外扩张领先，有望穿越周期的龙头企业。部分辅材处于行业盈利底部，龙头企业成本优势明显，未来盈利趋稳且份额有望提升。欧洲逆变器出货量底部或已到来，无需等到100%去完库存，美国逆变器单位盈利更高，国内企业大有可为。建议关注：隆基绿能、阳光电源、通威股份等。

股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>国泰君安：2024年聚焦光伏产业链三大方向海量资讯、精准解读，尽在本站财经APP

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