光伏這邊的話現(xiàn)在機(jī)構(gòu)有一個(gè)新的觀點(diǎn)，轉(zhuǎn)發(fā)過(guò)來(lái)給大家看下。

1：硅料價(jià)格近期達(dá)到頂峰，但是當(dāng)新增產(chǎn)能上來(lái)之后，價(jià)格必然是下滑，現(xiàn)在是屬于最后的瘋狂。

2：能源危機(jī)，目前煤炭，天然氣，原油的價(jià)格都是處于高位。國(guó)內(nèi)外發(fā)電成本太高了，所以光伏發(fā)電+儲(chǔ)能是歐洲唯一的路。

所以，在未來(lái)1年，光伏的景氣度依然非常非常高。

缺點(diǎn)也隨之而來(lái)。

就是去年炒過(guò)，像陽(yáng)光電源，炒了1波10倍。

今年也沒(méi)少漲。

現(xiàn)在已經(jīng)進(jìn)入半年報(bào)預(yù)告披露期，光伏的業(yè)績(jī)能否超預(yù)期，是看他們未來(lái)能走多遠(yuǎn)。

Photovoltaic side of the organization now has a new view, forward to show you.  

1: Silicon prices have recently peaked, but when new capacity is added, prices will inevitably fall. Now is the final madness.  

2: Energy crisis, coal, natural gas, crude oil prices are at a high level.  The cost of electricity generation at home and abroad is too high, so PV + storage is the only way to go in Europe.  

Therefore, in the next year, the photovoltaic business degree is still very, very high.  

There are drawbacks.  

Just last year, like sunshine power, fried 1 wave 10 times.  

This year, it's up no less.  

Now has entered the semi-annual report announcement period, photovoltaic performance can exceed expectations, is to see how far they can go in the future.