星展发表研报指，协鑫科技(03800.HK) 是全球领先的颗粒状多晶硅生产商，近期股价预料很大程度会会跟随多晶硅价格周期变动，加上政府可能出台控制产量甚至淘汰落后产能的政策，将成为股价催化剂，目前预期协鑫科技今年产量将下降30%，产品平均售价料上升超过10%，抵销产量下降的影响。
星展维持对协鑫科技的“买入”评级，考虑到盈利复苏速度较预期，将今年盈利预测从10亿元人民币下调至6,100万元人民币，相信平均售价上升以及成本下降，至明年盈利可反弹至17亿元人民币，目标价从1.35元下调至1.3元。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-01 16:25。)
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