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技术路线等结构性机会。  开源证券指出,光伏反内卷获高层支持且方向明确,已取得阶段性进展。2020年以来,行业大幅扩产导致产能严重过剩,主产业链连续7个季度亏损,2025年二季度仍普遍承压,但辅材环节盈利表现优于主链,头部企业凭借市占率优势展现更强议价能力。随着需求侧价格传导机制畅通及供给侧硅料收储计划推进,行业供需结构有望实质改善,头部企业或率先受益。

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