产能出清阻滞重重,多晶硅“以大收小”会是全行业走出困局的速效药吗?

澎湃新闻
Yesterday

光伏过剩产能的堰塞湖,已经到了须以猛药去疴的时候。“如果这个方案在去年提出来,大家的意愿没那么强,或者说‘死道友不死贫道’的想法更多。但到了今年大家会思考,可能这才是更好的出路。”近日举行的SNEC光伏展期间,硅料龙头协鑫科技(03800.HK)联席CEO兰天石对澎湃新闻谈及多晶硅“大吃小”产能整合计划时说,究其本质是希望用相对先进的产能或相对更大的品牌整合光伏产业的上游端。一年以来硅料产能出清所...

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