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能变化。  光伏则完全不同。光伏、风电、核电属于发电资产,下游客户是电力运营商。它们像煤电、水电公司一样,看重投资电厂后的售电盈利水平。最大变量除了发电量,就是电价。因此,光伏全行业的核心观察指标就是国内电价。国内电价受控甚至面临下行压力,发电集团缺乏投资的经济性。  2.供给侧内卷、需求侧缺电,全球电力大周期开启  主持人:如何看待新能源行业的“反内卷”趋势?尤其是光伏的产能过剩和价格战?  熊

在为控股股东、实际控制人及其关联方提供担保的情况,亦无逾期对外担保情况。(文章来源:证券日报)

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