行业近况我们认为当前硅料环节的供需关系是光伏产业链面临的重要矛盾。6 月29日人民日报发文提出“反内卷”、7 月1 日财经委会议、工信部组织召开座谈会并发文,光伏行业“反内卷”预期上升,硅料行业率先呈现报价大幅度上涨的市场端向好信号。本期多晶硅行业跟踪,我们将结合近期市场变化,主要涵盖:1)硅料行业价格和供需数据复盘;2)供给侧改革后续进展推演等行业事件、市场变化情况以及我们的思考。评论硅料价格...
Source Link行业近况我们认为当前硅料环节的供需关系是光伏产业链面临的重要矛盾。6 月29日人民日报发文提出“反内卷”、7 月1 日财经委会议、工信部组织召开座谈会并发文,光伏行业“反内卷”预期上升,硅料行业率先呈现报价大幅度上涨的市场端向好信号。本期多晶硅行业跟踪,我们将结合近期市场变化,主要涵盖:1)硅料行业价格和供需数据复盘;2)供给侧改革后续进展推演等行业事件、市场变化情况以及我们的思考。评论硅料价格...
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