能源危机下的延伸

光伏这边的话现在机构有一个新的观点，转发过来给大家看下。

1：硅料价格近期达到顶峰，但是当新增产能上来之后，价格必然是下滑，现在是属于最后的疯狂。

2：能源危机，目前煤炭，天然气，原油的价格都是处于高位。国内外发电成本太高了，所以光伏发电+储能是欧洲唯一的路。

所以，在未来1年，光伏的景气度依然非常非常高。

缺点也随之而来。

就是去年炒过，像阳光电源，炒了1波10倍。

今年也没少涨。

现在已经进入半年报预告披露期，光伏的业绩能否超预期，是看他们未来能走多远。

Photovoltaic side of the organization now has a new view, forward to show you.  

1: Silicon prices have recently peaked, but when new capacity is added, prices will inevitably fall. Now is the final madness.  

2: Energy crisis, coal, natural gas, crude oil prices are at a high level.  The cost of electricity generation at home and abroad is too high, so PV + storage is the only way to go in Europe.  

Therefore, in the next year, the photovoltaic business degree is still very, very high.  

There are drawbacks.  

Just last year, like sunshine power, fried 1 wave 10 times.  

This year, it's up no less.  

Now has entered the semi-annual report announcement period, photovoltaic performance can exceed expectations, is to see how far they can go in the future.