智通财经APP获悉，协鑫科技(03800)午后涨超5%，截至发稿，涨3.85%，报0.81港元，成交额1.42亿港元。
消息面上，协鑫科技近期发布2024年年报。2024年公司实现颗粒硅产量/出货量26.92/28.19万吨，同比增长32%/45%，在品质持续提升的推动下市占率突破25%。成本方面，公司持续推动降本增效，现金成本降幅显著，24年平均颗粒硅现金成本为33.52元/kg，较23Q4下降10%，25年1-2月现金成本降至27.14元/kg，成本处于行业领先位置。
光大证券指出，产业链价格走低背景下公司盈利阶段性承压，但随着公司生产成本的持续降低和产业链价格的企稳回升，看好公司在硅料企业中率先实现扭亏为盈。该行指出，公司颗粒硅产品竞争优势逐步显现，布局的硅烷气、钙钛矿、电子级多晶硅等技术有望贡献新成长空间，看好公司后续发展前景，维持“买入”评级。
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