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市場擔憂顆粒硅取代西門子法 通威股份(600438.SH)再度大跌超8%
格隆匯 03-04 09:47
格隆匯3月4日丨繼昨日盤中一度跌停,收盤跌近8%後,通威股份(600438.SH)今日盤中再度逼近跌停,最低報38.88元,跌破60日均線,股價創1月21日以來新低,且較2月10日創出的最高價55.5元已回調30%,最新市值1763億元。據悉,通威股份硅料的製備方法是西門子法,但由於新出的顆粒硅較西門子法更省成本、碳排放更少,市場擔憂顆粒硅將取代西門子法,值得注意的是,顆粒硅的主導者是保利協鑫。另外,市場還流傳一些通威的負面信息,包括20Q4可能的減值、公司限制性股票計劃的影響、21Q1業績釋放。
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