硅料上半年减产不及预期,市场盼后续政策呵护周期底部

第一财经
30 Jun

市场博弈光伏减产政策预期升温。6月30日,多晶硅期货主力合约2507收涨3.46%,光伏板块同步触底反弹,欧晶科技(001269.SZ)涨停,通威股份(600438.SH)涨逾7%,大全能源(688303.SH)收涨近7%。这是二季度以来光伏板块罕见地集体上涨。接受第一财经记者采访的多位业内人士表示,上半年产能去化不及预期的情况下,资金博弈政策加码整治“反内卷”,市场关注焦点主要集中两方面:一是...

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