行业近况我们认为当前硅料环节的供给大于需求是光伏产业链面临的重要矛盾。5月,有关硅料环节的供给侧改革积极信号发酵带来市场关注度提升,我们判断短期内硅料价格仍承压,但供需关系已呈现改善趋势,未来半年行业变化值得紧密跟踪,因此我们应时推出多晶硅月度追踪系列,主要覆盖:1)硅料行业价格、供需数据以及我们的思考;2)硅料企业股价复盘、硅料期货仓单跟踪等行业事件和市场变化情况。评论价格方面:5 月硅料价格...
Source Link行业近况我们认为当前硅料环节的供给大于需求是光伏产业链面临的重要矛盾。5月,有关硅料环节的供给侧改革积极信号发酵带来市场关注度提升,我们判断短期内硅料价格仍承压,但供需关系已呈现改善趋势,未来半年行业变化值得紧密跟踪,因此我们应时推出多晶硅月度追踪系列,主要覆盖:1)硅料行业价格、供需数据以及我们的思考;2)硅料企业股价复盘、硅料期货仓单跟踪等行业事件和市场变化情况。评论价格方面:5 月硅料价格...
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