金吾财讯 | 光伏太阳能股震荡走强，截至发稿，山高新能源(01250)涨4.22%，福莱特玻璃(06865)涨4.17%，凯盛新能(01108)涨2.51%，北京能源国际(00686)涨2.50%，信义光能(00968)涨2.01%，信义能源(03868)涨2.22%，新特能源(01799)涨1.96%，协合新能源(00182)涨1.30%，协鑫科技(03800)涨1.36%。据媒体报道，据知情人士透露，备受关注的多晶硅“联合体”平台正在积极筹划中，相关收购细节仍在商讨。该平台计划设立规模约700亿元的基金，拟以百亿资金撬动整体规模，实施“承债式”收购。此外，随着多晶硅价格回升，相关企业业绩已出现好转迹象。以协鑫科技为例，其光伏材料业务在2025年第三季度扭亏为盈，利润约9.6亿元。五矿期货指出，政策预期仍对多晶硅价格构成支撑，市场对平台公司进展关注度高，后续需密切关注实际落地情况。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.