2025 年 7 月 1 日,中央财经委员会会议提出 “建设全国统一大市场、抑制地方保护主义、规范无序价格竞争”,直接触发光伏行业 “反内卷” 预期。市场层面,多晶硅企业(通威股份、协鑫科技、大全能源)股价平均上涨 32%,远超其他光伏企业(13%)及大盘表现(沪深 300 指数 3%);多晶硅报价两周内从 35 元 / 公斤飙升至 49 元 / 公斤(涨幅 40%),行业开始讨论 “落后产能收购...
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