异动解读｜协鑫科技盘中上涨5.08%，多晶硅能耗新国标落地叠加多家券商力推

行情直击07-29

7月29日，协鑫科技盘中上涨5.08%，报0.62港元，成交额6496.9万港元。

消息面上，多晶硅能耗新国标近期正式发布，棒状硅/颗粒硅3级综合能耗限额分别收紧至6.3/4.6kgce/kg，较征求意见稿进一步收紧，并堵住外购硅芯美化能耗数据的漏洞。交银国际重申协鑫科技"买入"评级，指出新国标有望推动内地多晶硅产能由350万吨降至200万吨以下，协鑫科技作为颗粒硅龙头、行业能耗最低企业，将最受益于新标准。此外，公司近期持续高频回购，7月以来累计回购金额已超2亿港元，执行董事亦在6月进行增持，彰显管理层对公司价值的信心。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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