港股異動 | 保利協鑫能源(3800.HK)大幅高開逾9% 與隆基股份、中環股份籤多晶硅料大單
格隆匯2月3日丨繼昨天暴漲約36%後,保利協鑫能源(3800.HK)今早再度大幅高開逾9%,報3.28港元再創上市以來新高,總市值821.56億港元。保利協鑫能源昨日公佈,與隆基股份(601012.SH)及其7家附屬訂立多晶硅採購協議。據此,公司將於今年3月至2023年底期間,向隆基股份及其附屬銷售合共不少於91,400噸多昌硅。按中國有色金屬工業協會硅業分會1月27日的單晶高純硅料成交均價9.06萬人民幣/噸測算,預估合同總額約73.28億人民幣。同日,協鑫還獲得了另一硅片巨頭中環股份的訂單。中環股份子公司天津環睿電子科技有限公司,將在2022年1月至2026年12月期間向保利協鑫採購包括顆粒硅在內的多晶硅料合計共35萬噸。

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