港股异动 | 新特能源(01799)午后跌超8% 多晶硅市场继续观望 连续两周处于无成交状态

智通财经
Aug 13

智通财经APP获悉,新特能源(01799)午后跌超8%,截至发稿,跌7.96%,报4.28港元,成交额1189.79万港元。

消息面上,8月12日,硅业分会公布最新多晶硅价格。本周继续无订单成交,企业暂停报价。硅业分会表示,当前各方均在观察行业规范效果与产业链运行情况,等待新的成交共识逐步形成。

据悉,国内8家多晶硅龙头近日签署“反内卷”《倡议书》。但有分析人士指出,该倡议属于行业自律文件,供给收缩的实际力度仍有待观察。硅料价格是否迎来真正拐点,仍有待通威股份协鑫科技等头部企业后续报价落地以及下游采购接受度验证。

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