7月22日， 硅料概念股盘中走高，协鑫科技涨近7%，新特能源涨超5%。
消息面上，硅业分会数据显示，目前多晶硅N型复投料成交均价为4.17万元/吨，周环比上涨12.4%，N型颗粒硅成交均价为4.10万元/吨，周环比上涨15.2%。值得注意的是，相较于上周企业普遍提价但实际成交寥寥的局面，本周约6家企业达成新订单，成交量环比大幅增长。
华鑫证券表示，随着国内硅料企业响应“反内卷”持续发酵，多家硅料企业的报价方式已调整为基于“不低于全成本”报价。据各硅料企业排产计划，预计7月份国内多晶硅产量在10.5万吨左右，8月份产量将小幅增加至11万吨左右，而同期下游硅料需求也基本维持在11万吨/月左右，市场暂无新增库存压力。在供应收缩、下游接受度提高、市场预期改善等因素综合作用下，硅料市场将逐步回归理性。
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