5月21日，协鑫科技盘中下跌5.81%，报0.82港元/股，成交额2.17亿港元。
消息面上，公司5月17日发布整体战略转型规划公告，宣布从"颗粒硅单项冠军"向"全球化多产品新能源材料平台"转型，以磷酸铁锂为核心增长引擎，乐山20万吨产能进入调试阶段。然而市场对此反应偏负面，投资者对管理层执行力及转型前景存疑。
基本面方面，公司连续两年亏损合计超76亿元，一季度硅料出货量大幅不及预期，均价降至每公斤44元，行业产能过剩矛盾未解。同时磷酸铁锂赛道竞争激烈，兴发集团、万华化学等龙头亦在扩产，新业务能否快速贡献盈利仍待验证，市场情绪持续承压。
（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。）
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