智通财经APP获悉，交银国际发布研报称，协鑫科技(03800)颗粒硅的低碳优势尚未在售价格上体现，但随着《光伏组件出口产品低碳评价要求(征求意见稿)》公布和欧盟碳关税2026年实施，预期颗粒硅相比棒状硅的折价将逐渐变为溢价，盈利优势将明显扩大。该行认为近期股价回调后，该股估值吸引，将评级上调至“买入”。
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