继7月3日工信部座谈会后,信义光能、福莱特等头部企业宣布自7月起集体减产30%,涉及产能约1.2万吨/日。受此影响,7月13日2.0mm镀膜光伏玻璃均价企稳至10.5元/平方米,较6月低点回升5%,行业库存从65天降至58天。本次减产采取"冷修+堵窑"组合措施:安徽信义冷修1800吨/日产能,福莱特对3条老旧生产线实施堵窑(涉及产能750吨/日)。中国光伏玻璃协会秘书长表示,行业现金成本线约10元...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.