文|万联万象,作者|万爷作为光伏产业链最上游的硅料环节,在大西南打响了行业“反内卷”的重要一枪。据SMM消息,受近期政策会议及丰枯水期电价调整影响,中国西南地区部分多晶硅生产基地已逐步降低原料投放量,预计在10月底至11月初实现全面停产,涉及年产能约32万吨。这一涉及中国已建成多晶硅总产能近十分之一的停产计划,势必会引发整个光伏产业的连锁反应。随着最上游的骨牌即将被推到,光伏产业也正是进入到涅槃...
Source Link文|万联万象,作者|万爷作为光伏产业链最上游的硅料环节,在大西南打响了行业“反内卷”的重要一枪。据SMM消息,受近期政策会议及丰枯水期电价调整影响,中国西南地区部分多晶硅生产基地已逐步降低原料投放量,预计在10月底至11月初实现全面停产,涉及年产能约32万吨。这一涉及中国已建成多晶硅总产能近十分之一的停产计划,势必会引发整个光伏产业的连锁反应。随着最上游的骨牌即将被推到,光伏产业也正是进入到涅槃...
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