智通财经APP获悉，协鑫科技(03800)现涨超4%，截至发稿，涨4.5%，报1.16港元，成交额3.87亿港元。
消息面上，据SMM 7月7日发布的报告显示，当日，头部多晶硅厂对部分订单致密/复投料报价上调至37元/千克。SMM分析称，上涨原因主要是近期“反内卷”政策导向以及行业自律。分析人士称，多晶硅环节由于行业集中度高，有望成为政策的突破口，成为光伏行业率先完成供给侧改革的环节。
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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