中国光~1
2026-03-30 05:15
27 March 2026 | 11:26AM CST Equity Research CHINA SOLAR: TRACKING PROFITABILITY INFLECTION Mar-26: Profitability improved in Film and Module but further deteriorated in Poly and Glass Our China Solar Profitability Tracker follows monthly supply/demand and inventory dynamics by sub-sector, and the spot prices/input costs implied cash GP & EBITDA margin trends for companies under our coverage. Key highlights in Mar MTD: Mengwen Wang +86(21)2401-8932 | mengwen.wang@goldmansachs.cn Goldman Sachs (China) Securit ...