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通威股份(600438.SH)逼近跌停,自高位回調22%,原因或許是這個!
格隆匯 03-03 11:50
格隆匯3月3日丨通威股份(600438.SH)上午盤中一度跌9.5%報42.39元,股價創1月22日以來新低,半日收跌8.24%報42.98元,市值1935億元。該股2月10日創出歷史新高55.5元,隨後一路回落至今,回調幅度已達22%。業內分析人士認為,近日通威股份的回調,一是受目前估值確實較高影響;另外,或許主要與中環想推進硅片薄片化有關。為了應對多晶硅價格上漲形勢,中環股份2月底發佈了《技術創新和產品規格創新降低硅料成本倡議書》,中環表示,為了應對多晶硅價格上漲形勢,中環股份將通過減薄硅片厚度緩解下游電池、組件客户的成本壓力。中環計算,如果產業鏈內全規格單晶硅片全面轉換到160μm厚度,預計可節省6.8%的硅使用量。中環表態,願意配合下游客户逐步推動170μm、165μm和160μm厚度單晶硅片的應用。

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