异动解读|协鑫科技盘中上涨5.97%,多晶硅八巨头签署行业自律倡议书

行情直击
Aug 07

8月7日,协鑫科技盘中上涨5.97%,报0.705港元,成交额3333.81万港元。

消息面上,包括通威、协鑫、大全、新特、东方希望等在内的多晶硅八家头部企业签署行业倡议书,核心内容包括:所有光伏产品销售价不得低于完全成本,依据《光伏行业成本核算模型通则》团体标准核算,低于成本的订单就地纠偏,企业间互相监督举报;同时全面执行强制性国标《硅多晶和锗单位产品能源消耗限额》,能耗超标产能企业自愿削减主动出清。据测算,能耗新国标全面落地后,国内多晶硅有效产能将从350万吨/年收缩至约240万吨/年,超110万吨高能耗产能须退出市场。此前8月3日多晶硅期货主力合约已涨停,市场监管总局亦对光伏行业开展价格合规指导,政策合力推动行业供给侧加速出清。

(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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