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西南证券-双良节能(600481)设备业务方兴未艾，硅片新星冉冉而升-230410
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- 《西南证券-双良节能(600481)设备业务方兴未艾，硅片新星冉冉而升-…》主要讨论：推荐逻辑：1）硅片行业受高纯石英砂供应限制，盈利预计在0.12元N以上。公司与尤尼明、TQC签订长单锁定石英砂资源，硅片长单覆盖当前90%产能，硅片出货、盈利均有保障，业绩预期反转。2）受益煤电审批…
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- 来源机构：西南证券，篇幅约 31 页。
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