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光伏玻璃需求有望順勢而上。從需求端看，非頭部企業更易受挫；聽證會+風險預警機製限製玻璃產能快速擴張；光伏玻璃產能建設需要大額資本支持，國內1—2月光伏裝機以及出口表現較好，預計2024年底光伏玻璃產能12wt/d不到。帶動玻璃價格上漲。中泰證券研報稱，（文章來源：證券時報網）同時光伏玻璃 |
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