1、光伏:1)本周硅料“收储”关注度持续提升:基于被收方、收购方与资金方能够达成潜在协议的假设,市场认为供需匹配后,硅料价格以6 万元/吨为基准线相对合理。多晶硅期货涨幅依然较大,股票市场则更关注现货实际成交价。2)晶澳转债转股价下修至较低水平11.66 元,转债价值得到提升、价格有所上涨,我们预计后续或将有更多光伏公司跟进。当前我们认为,政策挺价力度及措施、“收储”方案能否落地、下游电站对价格...
Source Link1、光伏:1)本周硅料“收储”关注度持续提升:基于被收方、收购方与资金方能够达成潜在协议的假设,市场认为供需匹配后,硅料价格以6 万元/吨为基准线相对合理。多晶硅期货涨幅依然较大,股票市场则更关注现货实际成交价。2)晶澳转债转股价下修至较低水平11.66 元,转债价值得到提升、价格有所上涨,我们预计后续或将有更多光伏公司跟进。当前我们认为,政策挺价力度及措施、“收储”方案能否落地、下游电站对价格...
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