【美股异动 | 大全新能源(DQ.US)大涨近17% 花旗首予“买入”评级目标价27美元】智通财经APP获悉,周二,大全

智通财经
Jul 22, 2025
【美股异动 | 大全新能源(DQ.US)大涨近17% 花旗首予“买入”评级目标价27美元】智通财经APP获悉,周二,大全新能源(DQ.US)大涨近17%,报24.64美元。中金近期发布研报称,步入7月,硅料报价连续多个交易日呈现上涨趋势,当前平均报价区间提升至40-50元/公斤,上调幅度高达25-35%。近期国家对光伏“反内卷”的重视程度有所提升,考虑硅料环节供需矛盾相对深、成本曲线相对陡峭、且位于光伏主产业链最上游,因此光伏“反内卷”供给侧拐点或将在硅料环节率先反映。花旗分析师Air Ma首予大全新能源“买入”评级,目标价27美元。

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