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首创证券-光伏设备行业深度报告：追光而遇，沐光而行-230420

[⚫ e_Summary] 需求：比价优势和政策支持驱动需求持续增长，产业链价格下探助力需求提升：光伏以制造业的降本提质曲线，满足持续的能源需求，各国政府积极的低碳政策，叠加产业链成本价格下降，激发需求。预计 2023 年国内新增装机达 130GW，全球新增装机达 350GW。 ⚫ 硅料：产能陆续释放，价格中枢下移。硅料大化工属性易带来阶段性供需错配，前期高盈利阶段扩产，后期产能释放，价格中枢下移

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