当“反内卷”的旗帜在多晶硅行业竖起,市场曾满怀期待——盼着这场行动能终结低价厮杀的无序竞争,化解产能过剩的沉疴,让产业发展回归理性轨道。但热闹过后,行业却呈现出一幅令人困惑的图景:一边是产能过剩警报未消,另一边却是产品价格回暖、头部企业赚得盆满钵满的高利润;一边是“反内卷”呼吁控制产能,另一边却是扩产潮暗流涌动、实际产能持续攀升。高利润与增产潮为何逆势共存?这场“反内卷”行动究竟陷入了怎样的迷局?...
Source Link当“反内卷”的旗帜在多晶硅行业竖起,市场曾满怀期待——盼着这场行动能终结低价厮杀的无序竞争,化解产能过剩的沉疴,让产业发展回归理性轨道。但热闹过后,行业却呈现出一幅令人困惑的图景:一边是产能过剩警报未消,另一边却是产品价格回暖、头部企业赚得盆满钵满的高利润;一边是“反内卷”呼吁控制产能,另一边却是扩产潮暗流涌动、实际产能持续攀升。高利润与增产潮为何逆势共存?这场“反内卷”行动究竟陷入了怎样的迷局?...
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