港股異動 | 新特能源(01799.HK)續升超7% 4日累計漲幅達25%
格隆匯10月20日丨新特能源(01799.HK)連續拉昇上揚,現漲7.66%,4日累計升幅達25%。報23.9港元,總市值341.7億港元。
近期硅料價格延續上漲走勢,主要源於硅料供應短缺的預期和下游硅片廠商的旺盛需求。本週多晶硅均價263元/kg,環比上週上漲15.4%,較2021年初大漲213%。業內人士稱,在硅粉供應保障充足的前提下,10月份國內多晶硅產量預計將環比持平。華創證券指出,產業鏈價格博弈結果有望逐漸清晰,預計近期硅料價格漲幅收窄。

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