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首创证券-电力设备行业简评报告：光伏行业去库加速中，新型电网建设加快-240117

PN 加速转换导致中游供需错配价格上扬，行业去库加速中。受制于成本压力本周硅料价格暂稳，随着下游拉晶产能逐步由P转N，硅料环节出现结构性短缺，N型硅料产品处于紧缺状态。硅片环节，由于NP转换加快，P型产能出现阶段性不足，推动P型硅片价格上涨，1月预计月产量为54-56GW，环比下降7.92%。电池端价格筑底持稳，下游需求不足，行业清库加速。产能释放趋缓，供给端边际向好。光伏产业链多个产能投放延迟

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