智通财经APP获悉，协鑫科技(03800)午后涨近5%，截至发稿，涨4.94%，报0.85港元，成交额1.88亿港元。
消息面上，据第一财经报道，记者从业内人士了解到，眼下的光伏硅料环节基本每月开一次“碰头会”，由企业中层干部参会并谈论减产的相关议题。目前头部几家硅料企业有意向联合推动产能整合，但仍需要商议如何推动。
年报显示，协鑫科技持续推动降本增效，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。
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