港股異動 | 保利協鑫能源(3800.HK)漲逾8% 硅料價格大漲
格隆匯7月30日丨保利協鑫能源(3800.HK)收漲8.48%,報0243港元,總市值51.4億港元。公司主要從事太陽能行業中多晶硅和硅片的製造和銷售等業務。7月29日國內單多晶硅料均價再度大漲,近期由於3家萬噸級別多晶硅企業檢修、新疆疫情升級減緩多晶硅出貨、某大型工廠發生火災導致4.8萬噸產能停滯等原因,硅料價格大幅上漲。需求端來看,今年光伏三季度淡季不淡,四季度是光伏傳統旺季,當前下游單晶硅片產能仍在穩步釋放,晶硅用料需求正持續增加,預計8月份國內市場供不應求程度更甚。

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