异动解读｜协鑫科技盘中上涨6.47%，光伏行业需求触底叠加多晶硅价格持续修复

行情直击08-26

8月26日，协鑫科技盘中上涨6.47%，报0.74港元，成交额8500.35万港元。

消息面上，中信证券近日发布研报指出，当前光伏行业需求已基本触底，下半年起国内外装机有望逐季改善；供给侧"反内卷"已从自律倡议走向硬性制度约束，能效标准与成本核算通则推动落后产能加速出清，产业链价格及盈利有望迎来修复。此外，多晶硅现货价格近期持续小幅上行，厂家提价态度坚决，叠加公司将于8月28日发布中期业绩，市场对盈利改善预期有所升温。西部证券此前给予公司增持评级，预计公司归母净亏损将大幅收窄。

（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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