港股異動丨光伏股下挫 硅料價格大漲 隆基等5家光伏組件廠商齊叫苦
格隆匯10月4日丨光伏股下挫,信義玻璃跌逾8%,協合新能源跌逾7%,福耀玻璃和信義能源跌約4%。9月30日,隆基、晶科、天合、晶澳、東方日升五家企業聯合發佈《關於促進光伏行業健康發展的聯合呼籲》稱,在硅料價格一路飆升的情況下,很多已簽訂的組件訂單將陷入嚴重虧損。預計當前產能的達產率將不超過70%,產能短缺將造成市場裝機目標短時間內難以滿足,希望廣大客户能給予組件企業充分理解,適當考慮推遲電站安裝計劃。此外,針對原材料無序上漲和惡性競爭,相關企業懇請光伏行業協會等機構能及時做好上下游產能監控並互通市場信息,協助企業提前做好產能規劃。

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