协鑫科技(03800)涨超5%,截至发稿,涨4.69%,报1.34港元,成交额6.34亿港元。消息面上,多晶硅主力合约今早连续第二个交易日涨停,涨幅12%,报53165元/吨。7月以来,多晶硅2509合约累计涨幅已超50%。华创证券研报指出,近期,光伏板块反内卷呼声高涨,硅料收储、光伏玻璃减产、高层反内卷会议等事件使得光伏供给侧改革预期增强。目前,光伏行业报价已出现全面上调,未来随着行业自律的推进...
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