高盛:中国清洁技术:太阳能盈利能力拐点:七宝能源发展步伐略有改善,其他企业进一步恶化
TYN(000591) 高盛证券·2024-10-10 13:39
9 October 2024 | 9:45AM CST _ China Clean Technology: Solar Tracking the profitability inflection: Uneven pace in Sept; poly slightly improved while others further deteriorated Solar industry's supply/demand re-balancing progress has been investors' top of mind. We launch this new monthly tracker to monitor higher frequency of monthly spot prices/input costs implied cash GP & EBITDA margin trend for our coverage companies versus interim results. Research | Equity Jacqueline Du +86(21)2401-8948 | jacqueline. ...