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华创证券:光伏玻璃新单价格有望调涨 BC产品认可度持续提升
智通财经APP获悉,华创证券发布研报称,2月光伏玻璃暂无冷修,供应端整体稳定;3月后抢装叠加旺季需求共振,各环节排产有望环比明显改善,据SMM预计,3月组件排产将超50GW。光伏玻璃库存预计将进一步去化,新单价格存在上涨预期,有望带动盈利修复。值得一 ...
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