广期所紧急发布“提保扩板”政策 光伏产业链迎来产业拐点(附概念股)

智通财经
Jul 11

7月3日工信部召开光伏行业制造业企业座谈会,坚决落实中央财经委第六次会议关于纵深推进全国统一大市场建设的决策部署。光伏玻璃行业积极响应“反内卷”政策导向。6月29日国内十大光伏玻璃厂决定7月开始集体减产,减产规模预计将达到30%。大全能源投资者关系活动记录表显示,行业硅料库存约40万吨。结合产业历史规律及当前供需格局,行业硅料库存规模满足2个月的下游需求水平。随着多晶硅期货行情不断升温以及波动明显...

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