节点：下游（终端消费/应用）位置：下游情绪：利好参考度：9/10
头部硅片企业于12月25日联合大幅上调产品报价，其中183N规格报1.4元/片、210RN规格报1.5元/片、210N规格报1.7元/片，平均涨幅达12%。隆基绿能相关负责人向记者确认，当日报价上调幅度与网传信息一致。
中金公司研报指出，2026年或为光伏主产业链逆转之年。光伏主产业链在反内卷机制作用下，有望于2025年下半年逐步见底并实现改善，但财务报表改善减缓市场化出清进程，因此反内卷的持续推进势在必行，组件顺价或将成为核心驱动因素。2026年虽需求阶段性走弱，但供给端反内卷及龙头企业alpha优势，将助力部分企业扭亏为盈；储...
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