【安信电新】碳碳热场：产业链酝酿涨价或迎来催化，左侧机会明显—0918
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【安信电新】碳碳热场：产业链酝酿涨价或迎来催化，左侧机会明显—0918 当前时间点如何看碳碳热场？
碳基复合材料公司具备平台化发展基因 行业率先进入出清尾期或酝酿涨价 光伏板块整体笼罩在供给过剩带来盈利下降的竞争格局担忧下，率先进入出清尾期 (龙头毛利率自 21Q4 以来实现连续 6 个季度下滑，二线企业 22H1 单吨转亏) 的环节若短期酝酿涨价，或催化板块行情，从市场反应看，或先涨估值再涨盈利 潜在催化：
1）供给端，二线企业 23H1 单吨亏损，开始出清；
2）需求端，前期硅片扩产的产能持续释放；
3）产品端，23 年中价格见底，近期酝酿涨价
短期若碳碳热场涨价或催化行情，关注金博股份、天宜上佳、楚江新材——————————————
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