周四,大全新能源(DQ.US)涨逾6%,报20.17美元。 消息面上,工信部7月3日召开光伏行业制造业企业座谈会,光伏行业“反内卷”正获得更高层面的关注,对整治光伏行业无序竞争的力度将更大。此外,近期“反内卷”持续影响市场情绪,多晶硅主力期货合约价格连续大涨突破4万元关口。交银国际证券指出,政策密集吹风,中央对光伏行业目前困境的重视程度进一步提高,也已深刻了解困境成因并决心解决,后续针对性的实质性...
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