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硅料巨頭大全能源(688303.SH)首日上市一度漲273% 市值超1500億
格隆匯 07-22 14:04
格隆匯7月22日丨大全能源(688303.SH)首日上市盤中一度漲273.24%報80.21元,市值一度超1500億元;截至目前成交68億元,換手率51%。公司主要從事高純多晶硅的研發、製造與銷售。目前,大全能源的多晶硅產能為7萬噸/年,2020年,公司產量7.73萬噸,國內市場佔有率19.52%,國內單晶硅片用料產量的市場佔有率為22.68%。合併報表口徑下,大全能源2020年多晶硅產量位居全球第二、國內第二。除大全能源外,國內還有通威股份、保利協鑫能源、新特能源等3家公司硅料產能在5萬噸以上,以上4家企業產能合計約31.7萬噸,佔國內多晶硅總產能的75.57%。大全能源本次募資64.47億元,用於籌劃建設年產1000噸高純半導體材料項目、投資建設年產3.5萬噸太陽能光伏多晶硅項目及補充流動資金。

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