交银国际:新国标反映政府反内卷坚定决心 首选协鑫科技(03800.HK)

智通财经
Jul 22
【交银国际:新国标反映政府反内卷坚定决心 首选协鑫科技(03800.HK)】智通财经APP获悉,交银国际发布研报称,多晶硅能耗新国标的超预期收紧,该行认为反映出政府对光伏反内卷的坚定决心,后续反内卷组合拳有望持续推出,多晶硅环节反转可期,首选行业能耗最低、最受益于新国标的的颗粒硅龙头协鑫科技(03800/买入)。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10