CSRC — —
  • 工信部提升光伏组件效率标准 华泰证券：行业拐点或逐步显现

    工信部发布《光伏产品分级分类 第1部分：光伏组件（报批稿）》，组件效率门槛大幅提升。华泰证券预计政策通过央国企集采作用于市场，龙头企业技术优势凸显，中小厂商面临出清压力。光伏ETF净流入、央国企集采效率要求变化等指标值得持续跟踪。

📊 在监控面板里跟踪 CSRC —— 添加到 watchlist，配合价格 + 舆情双触发的告警规则，命中即时通过 Telegram / 邮件推送。

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