节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
中国正积极布局太阳能面板回收领域，旨在从全球废物管理转向高科技材料回收，确立行业主导地位。尽管欧美凭借早期太阳能部署在成熟回收基础设施方面暂居领先，但中国正运用“集中政策与定向资本”策略，目标2030年掌控循环太阳能经济。
中国已实现太阳能制造的垂直整合，在多晶硅、硅片、电池及组件生产领域占据主导。行业龙头当前将价值链“最后一公里”——报废回收视为下一个工业前沿。随着国内装机容量超1太瓦，中国正为2030年前后的大规模退役潮做准备。
政府未雨绸缪，通过5000亿人民币（约700亿美元）政府债券投向“两新”政策，重点建设标准化体系与加速先进环保设备研发，推动回收行业从分散低利润服务向高科技领域转型。
中国政府策略规避..
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