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板塊異動 | 可再生能源板塊飆升,保利協鑫能源盤中漲超18%

uSMART盈立智投2月25日消息 ,週四港股早盤,可再生能源版塊整體上漲,截至10:28分,保利協鑫能源盤中最高漲超18%,新特能源盤中漲超10%。

硅料又迎來超預期的大漲

中國有色金屬工業協會硅業分會更新了最新一期的硅料價格,硅料又迎來了超預期的大漲。最近一個月國內硅料每噸上漲約1.5-1.6萬元(漲幅17-18%左右)。對硅料企業來說,每萬噸產量對稅前利潤增厚約1.5-1.6億。一方面是由於海外進口價格先一步以高價成交助力了國內市場價格漲勢的延續,另一方面是硅片企業擴產產能釋放進度遠快於預期的同時,本月硅料產量又受生產天數減少影響,環比略有下降,下遊對於短期內硅料階段性供不應求的預判更爲堅定,因此採購需求旺盛。

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