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东兴证券-光伏行业2024年中期策略：0bb技术加速导入，光伏辅材持续迭代-240729

光伏行业下半年展望：光伏产业链价格在上半年持续下跌，主产业链已出现主动减产、扩产延期等现象，伴随行业去产能的推进，相关产业链价格已有止跌迹象，下半年产业链价格有望略微回升，或带动主产业链盈利能力少量边际改善，但整体而言，主产业链的产能过剩出清仍待时日。面对光伏行业竞争激烈，过剩产能较多，各环节开启价格战的行业环境，行业龙头企业也正加速新技术的研发和导入，用更快更高频的技术和产能迭代，以期在激烈的市

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