协鑫科技（03800）今日盘中大涨6.25%，引发市场广泛关注。分析人士认为，公司最新发布的半年报业绩及管理层对行业前景的积极展望是推动股价上涨的主要因素。
根据公司近日发布的2025年半年报，协鑫科技在多个业务领域都取得了显著进展。公司颗粒硅业务的现金成本持续下降，25Q2已降至25.31元/kg。产品品质方面，公司高纯度产品比例大幅提升，市场占有率也从2024年全年的14.58%提升至25H1的24.32%。此外，公司在锂电负极材料业务上实现了70.47%的同比增长，出货量达到15.70万吨。值得注意的是，公司在钙钛矿太阳能电池领域也取得重大突破，其GW级产线已于今年6月正式投产。
与此同时，多晶硅行业的整合预期也为协鑫科技带来利好。公司首席财务官杨文忠在业绩说明会上表示，行业并购重组计划将很快有更明确的信息。管理层还预计，未来多晶硅价格有望在6万元/吨至8万元/吨区间运行，公司有望在8月底至9月恢复盈利。这些积极信号进一步提振了投资者信心，推动公司股价上涨。
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