大和發表報告指，上海有色金屬網報道，多間內地太陽能組件生產商現時對市場需求更有信心，在計算晶圓價格的穩定性，及今年2月的訂單情況後，生產商將於本月提升生產目標。報道特別提到陝西龍頭組件生產商決定將本月生產目標由3.2吉瓦升至3.8吉瓦，其他龍頭企業亦有類似計劃。
不過，該行提議投資者留意兩個行業風險，包括在價格下行時生產商需面對庫存減值的損失，加上若額外太陽能需求來自較低利潤規模的公用市場，有關增產或未能為組件生產商帶來額外利潤。該行重申對內地太陽能行業的「中性」看法。
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- 《大行報告》大和：內地多間太陽能組件製造商據報本月增產 但關注需求質素 維持行業「中性」看法
《大行報告》大和：內地多間太陽能組件製造商據報本月增產 但關注需求質素 維持行業「中性」看法
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