e公司讯，国泰君安证券研报认为，光伏电池组件出口数据显著改善超预期，海内外需求共振带来行业景气度提升，行业排产有望继续提升。我们判断组件环节从出货量角度已开始逐步企稳爬升，单位盈利也有望伴随价格上涨逐步修复。辅材环节受益于行业需求预期提升，景气度持续上行，重点看好格局优、盈利好、估值仍处于较低的玻璃、胶膜、银浆环节。3月玻璃库存继续下降，4月涨价预期强烈。我们判断光伏基本面有望持续改善，看好辅材、逆变器和主产业链龙头企业。
国泰君安:光伏景气持续向好 关注组件与玻璃价格回升
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