* 中国多晶硅和硅片生产商--协鑫科技3800.HK周五早盘一度扬3.4%。
* 路透报导协鑫科技表示，中国的多晶硅生产商正在商谈成立一个500亿元人民币（合70亿美元）的基金，用于收购和关闭约三分之一的产能，并进行行业重组。
根据咨询公司Bernreuter Research的数据，截至2024年底，中国的多晶硅产能为325万吨，这表明拟议关闭的产能约占产能的38%。
* 中国光伏行业的价格血拼迟迟未停止，对此，中国政府一改往日“服务者”的角色，转而下重手治理，以求在“十四五”规划的收官之年集中解决行业问题，为“十五五”铺路。目前，政府据报已与上游硅料企业一同探索收购过剩产能的方案，多晶硅料的现货与期货价格应声大幅上扬。（完）
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(发稿 刘珞焱；审校 田镧沁)
((luoyan.liu@tr.com; +86 021 2083 0166;))
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