金吾财讯 | 交银国际表示，基于不得低于成本销售的政策要求，以多晶硅为代表的光伏主材价格近期大涨。多晶硅价格相比6月低点已大涨36%。若该要求能严格执行，该机构预计高成本产能有望快速出清。近期多晶硅能耗标准拟大幅收紧，且新增绿电消费比例要求，均利好颗粒硅。同时多晶硅产能收储计划预期升温。该机构预计多晶硅有望成为本轮反内卷的试点环节，并得到政府的格外重视，从而率先实现产能出清。在光伏板块内，该机构首选颗粒硅龙头协鑫科技(03800/买入)，对光伏玻璃环节在股价大涨后暂持谨慎态度。
金吾财讯 | 交银国际表示，基于不得低于成本销售的政策要求，以多晶硅为代表的光伏主材价格近期大涨。多晶硅价格相比6月低点已大涨36%。若该要求能严格执行，该机构预计高成本产能有望快速出清。近期多晶硅能耗标准拟大幅收紧，且新增绿电消费比例要求，均利好颗粒硅。同时多晶硅产能收储计划预期升温。该机构预计多晶硅有望成为本轮反内卷的试点环节，并得到政府的格外重视，从而率先实现产能出清。在光伏板块内，该机构首选颗粒硅龙头协鑫科技(03800/买入)，对光伏玻璃环节在股价大涨后暂持谨慎态度。
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