丨2026年8月11日星期二丨 NO.1 百川盈孚发布国内多地多晶硅开工率 百川盈孚发布的统计数据显示，截至8月10日，国内多晶硅总产能334.7万吨，开工产能126.6万吨，整体开工率38%。区域分化明显，四川、江苏、青海开工率居前；内蒙古、新疆开工率分别为35%、32%。 点评：当前多晶硅开工呈现显著区域分化，根源在于行业产能供需失衡背景下的成本博弈。行业正通过市场化方式加速高成本产能...
Source Link丨2026年8月11日星期二丨 NO.1 百川盈孚发布国内多地多晶硅开工率 百川盈孚发布的统计数据显示，截至8月10日，国内多晶硅总产能334.7万吨，开工产能126.6万吨，整体开工率38%。区域分化明显，四川、江苏、青海开工率居前；内蒙古、新疆开工率分别为35%、32%。 点评：当前多晶硅开工呈现显著区域分化，根源在于行业产能供需失衡背景下的成本博弈。行业正通过市场化方式加速高成本产能...
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