事件:1 月21 日,协鑫科技发布公告:2024 年硅料出货28.19 万吨,其中Q4出货7.46 万吨;2024 年颗粒硅生产现金成本33.52 元/kg,其中Q4 生产现金成本28.17 元/kg,较2024Q3 环比下降约5 元/kg,较2024Q1下降约10 元/kg,颗粒硅Q4 降本幅度超我们预期。投资要点:Q4 降本超预期,全年降本来自工艺优化与工业硅跌价颗粒硅Q4 生产现金成本...
Source Link事件:1 月21 日,协鑫科技发布公告:2024 年硅料出货28.19 万吨,其中Q4出货7.46 万吨;2024 年颗粒硅生产现金成本33.52 元/kg,其中Q4 生产现金成本28.17 元/kg,较2024Q3 环比下降约5 元/kg,较2024Q1下降约10 元/kg,颗粒硅Q4 降本幅度超我们预期。投资要点:Q4 降本超预期,全年降本来自工艺优化与工业硅跌价颗粒硅Q4 生产现金成本...
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