协鑫科技午后涨超5% 硅料进一步下跌空间有限市场关注后续供给端政策

智通财经2025-06-30

协鑫科技(03800)午后涨超5%，截至发稿，涨5.38%，报0.98港元，成交额3.02亿港元。消息面上，硅业分会在乐山召开硅产业链发展大会。中信建投指出，目前产业主要聚焦两个问题，一是硅料产能复产计划，二是光伏行业政策推进情况。短期由于需求转弱，且硅料环节存在一定复产预期，因此后续硅料价格我们认为仍处于探底阶段。但当前价格下已接近头部企业现金成本，预计进一步下跌空间有限。该行表示，从政策端来看...

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协鑫科技午后涨超5% 硅料进一步下跌空间有限 市场关注后续供给端政策

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协鑫科技午后涨超5% 硅料进一步下跌空间有限市场关注后续供给端政策