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光伏血损,横店东磁凭什么能赚大钱?他眼中还有哪些光伏机会?
赶碳号对于一些反常的事物,其实一向趋于保守和谨慎。比如,对最近的组件价格上涨,就不会太兴奋,因为这或许是抢装潮刺激下最后的疯狂。比如,面对阿特斯同样亮眼的业绩,一直在思考,有多少是来自北美市场的贡献,又有多少是来自其母公司加拿大太阳能的帮助。
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