来源：同花顺财经 | 2022-08-23 15:40:15 |
(资料图)
东方盛虹（000301）表示，近期光伏EVA价格调整，反映目前光伏行业处于价格博弈阶段。近期硅料价格较高，抑制了下游光伏组件企业部分产能，尤其近期部分地区限产限电以后，短期之内对硅料的供应又构成一定的冲击。预计硅料在第三、四季度产量增加，硅料价格将有所下调，EVA行情有望走强。2023-2024年光伏EVA仍有望维持景气周期，EVA有望维持40%以上毛利率。
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