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硅料价格集体上行 光伏太阳能股悉数走强 信义玻璃(00868)涨5.58%

金吾财讯
Feb 04

金吾财讯 | 光伏太阳能股悉数走强，截至发稿，信义玻璃(00868)涨5.58%，协鑫科技(03800)涨2.86%，信义光能(00968)涨2.31%，信义能源(03868)涨1.69%，协合新能源(00182)涨1.59%，协鑫新能源(00451)涨1.50%。

近日，上海有色金属网最新报价显示，国内多晶硅市场价格迎来集体上行，各品种硅料均呈现不同程度的上涨，其中N型硅料表现尤为亮眼，成为本轮涨价潮中的核心驱动力。从具体品种来看，N型复投料市场均价达到53500元/吨，较此前上涨2200元/吨，领跑所有品类；多晶硅N型料与N型致密料同步上涨2250元/吨，均价分别至52450元/吨、52750元/吨；即便是涨幅相对温和的N型颗粒硅，价格也上涨1000元/吨，站稳50000元/吨关口。日前，工业和信息化部党组书记、部长李乐成主持召开光伏行业企业家座谈会。会议强调，当前形势下，“反内卷”是光伏行业规范治理的主要矛盾，各部门要加强协同、同向发力，综合运用产能调控、标准引领、质量监督、价格执法、防范垄断风险、知识产权保护、促进技术进步等手段，以市场化、法治化手段共同推动光伏行业回归良性竞争、理性发展的轨道。光伏行业协会要积极履行职能，依法依规推进行业自律，创新方式方法，坚决破除行业“内卷式”竞争。

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