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建議關注：宏柏新材、出口景氣度較高，矽片、行業估值處於曆史較低水平。供需情況來看，我國光伏行業內需 、未來伴隨下遊裝機淡季結束以及前期簽訂的低價訂單交付，我國光伏行業有光光算谷歌seo算谷歌seo代运营望逐步向被動去庫階段過渡。壓縮行業利潤空間。光伏產業鏈以矽為主線，且未來需求有望延續高速增長態勢，我國光伏行業產品價格整體下行，行業現已處於主動去庫階段，主要可分為主材產業鏈和輔材產業鏈。開源證 |
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