重写美国百年钢铁剧本:中国多晶硅开启600亿世纪大整合?

索比光伏网
Oct 30, 2025

据悉,西南地区部分多晶硅生产基地已逐步缩减原料投放,预计10月底至11月初实现全面停产,涉及年产能约32万吨。这一规模相当于中国已建成多晶硅总产能(350万吨)的9.14%,接近十分之一。在此之前,就有消息称,为了尽快解决多晶硅产能过剩危机,由通威、协鑫、大全、新特能源、东方希望、亚洲硅业筹联合出资筹备的多晶硅“收储”平台已经成立,预计百万吨多晶硅产能将退出市场,补偿总额超600亿。随即立刻有媒体...

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