智通财经APP获悉，硅料概念股午后走高，截至发稿，协鑫科技(03800)涨11.48%，报0.68港元；新特能源(01799)涨7.35%，报4.165港元。
消息面上，8月3日，多晶硅期货主力合约触及涨停，涨幅9%，报35890元/吨。据悉，市场监管总局于7月31日在江苏省盐城市对光伏行业开展价格合规指导，直指行业长期存在的“内卷式”竞争，推动光伏企业从“拼价格”向“拼质量”转变。
国信期货分析师李祥英表示，短期来看，该政策直接利好多晶硅市场，有助于遏制非理性砸盘。中期来看，行业供给加速优化，监管部门要求头部企业做好行业标杆，叠加成本标准落地，企业很难再依靠亏本倾销抢占市场，落后低效产能淘汰节奏将加快，多晶硅无效供给也将持续收缩。长期来看，行业定价趋于稳定，期货波动率下降。
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.