本文作者:银河期货研究员 陈寒松期货从业证号:F03129697 投资咨询证号:Z0020351第一部分 前言概要供需展望:近期市场传言合盛硅业有机硅产能有复产可能,3月有机硅开工率易增难减。3月通威股份多晶硅暂不复产,协鑫科技月产增加至1.8万吨,戈恩斯延期复产,其亚3月初开始投料,新特能源蒙特基地3月份复产,预计3月多晶硅产量增加至8.4万吨附近。铝合金方面,终端需求较好,3月作为传统旺季叠加...
Source Link本文作者:银河期货研究员 陈寒松期货从业证号:F03129697 投资咨询证号:Z0020351第一部分 前言概要供需展望:近期市场传言合盛硅业有机硅产能有复产可能,3月有机硅开工率易增难减。3月通威股份多晶硅暂不复产,协鑫科技月产增加至1.8万吨,戈恩斯延期复产,其亚3月初开始投料,新特能源蒙特基地3月份复产,预计3月多晶硅产量增加至8.4万吨附近。铝合金方面,终端需求较好,3月作为传统旺季叠加...
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