港股异动 | 协鑫科技(03800)再涨超7% 呼和浩特基地颗粒硅碳足迹获法国能源署认证 公司现金成本行业领先

智通财经
May 13, 2025

智通财经APP获悉,协鑫科技(03800)再涨超7%,截至发稿,涨5.88%,报0.9港元,成交额1.27亿港元。

消息面上,近日,协鑫科技发布消息,经法国环境与能源控制署(ADEME)权威认证,其呼和浩特颗粒硅生产基地颗粒硅产品全生命周期碳足迹降至18.050千克二氧化碳当量/公斤,远超行业平均水平,一举刷新全球单颗粒硅生产基地(不含工业硅)最低碳足迹纪录。

华鑫证券指出,根据协鑫科技官方微信公众号,相较于棒状硅,颗粒硅可使建设时的综合电耗降低80%、人力成本下降60%、水消耗降低30%、氢消耗降低57%,同时在制造端,颗粒硅优异的碳足迹表现已获得全球首张由法国环境与能源控制署颁发的碳足迹认证证书,有效助力光伏全产业链碳排放降低28%;成本方面,根据协鑫科技公告,2024年第四季度公司颗粒硅生产现金成本仅28.17元/kg,处于行业领先水平。

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