光伏行业“寒冬”之下,“硅王”朱共山再谋变

21世纪经济报道
May 21

时隔三年,光伏龙头协鑫科技再次战略转型。  5月20日,协鑫科技微信公众号发文称,公司从单一颗粒硅业务拓展为“硅基+锂基+碳基”的产业生态。  这是协鑫科技实控人朱共山继2023年宣布全面退出棒状硅、聚焦颗粒硅主业后的又一场业务大调整。但不同的是,三年前的转型本质上是对光伏硅料技术路线的押注,而这一次则是协鑫科技在光伏低谷期的业务谋变。  光伏行业的发展逻辑已经从“规模狂奔”向“价值优先”转变。...

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