看到央企中标光伏项目，放弃承建合约的报道。

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  "content": "看到央企中标光伏项目，放弃承建合约的报道。\n\n忘了有没有在这聊过光伏的观点。\n\n无所谓，简述个人观点:\n别参与。\n\n光伏是靠民企竞争，跑通商业模式，定位国家战略基建。\n已从市场化转计划性。\n\n建设端不再适合民间资本参与，生产端产能严重过剩，需要指导控量，利润稀薄到饼都不知道拿什么画的产业。\n\n如果还是很想参与，需要考虑:\n\n有没有强关系？\n平原还是沙漠，路旁丘陵还是路都没有的深山，差很大。\n没关系，好赚钱的项目肯定拿不到。\n\n拿到了，地方你也能摆平，你还得有对电力大佬定向打通的能力。\n否则并网困难，弃光是必然。\n\n这些都解决了，还要直面回款问题。\n现在公共事业建设的结款，不是给不给，故不故意卡你的问题，而是甲方户头有没有的根本变化。\n\n综合考量之后，也就亲儿子央企还能接一下。\n如果连央企都宁可违约不干，一般人真心别往里凑了。\n\n终端如此，回推产业链上游产品生产，自然也是低景气度。\n\n就像当下的房地产趴窝，房子卖不动。\n水泥，钢材好得了？\n\n光伏产业出现明确负面信号，强行参与霸王硬上弓，容易折了腰，强扭的瓜还不甜。 https://primal.bostr.online/13af649c5af8973c779ee1b55cddef6d56a41dd363b12f9a570050f375be3f81.jpg https://primal.bostr.online/e5b0efb54af160fa45b7743f9eb0a2947fb6c32862a6f5a4cc5d43cfbd7d5441.jpg https://primal.bostr.online/6940df755dcc441b9a3b967d486698199d15c97f4b149269c59096f703d6411e.jpg",
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