异动解读｜协鑫科技盘中上涨5.37%，中期业绩当日发布叠加多晶硅价格持续修复

行情直击08-28

8月28日，协鑫科技盘中上涨5.37%，报0.785港元，成交额1.4亿港元。消息面上，公司于今日召开董事会审议截至6月30日止六个月的中期业绩，市场对盈利改善预期升温。此前西部证券给予公司增持评级，预计归母净亏损将大幅收窄至约6.71亿元人民币，较上年亏损28.7亿元显著改善。

行业层面，中信证券研报指出光伏行业需求已基本触底，下半年国内外装机有望逐季改善；供给侧反内卷从自律倡议走向硬性制度约束，推动落后产能加速出清。此外，多晶硅现货价格近期持续上行，厂家提价态度坚决，产业链价格及盈利修复预期增强。

（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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