20250806-申港证券-电力设备行业研究周报_光伏供给侧改革持续推进_行业盈利有望开启向上周期_8页_877kb

部级 investigates list restrict capacity upgrade in PV industry, expected to improve profitability. Key impacts: accelerates inefficient production exit, boosts tech upgrades and green transition, enhances concentration for leading firms. With global demand stable, supply-demand balance may ease, potentially reversing price declines. Investment: focus on technologically strong players like Tongwei Shares. Recent market data shows slight underperformance relative to benchmarks.