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硅片降價!隆基跌超4%,中環跌超5%
格隆匯12月1日丨受硅片降價影響,隆基股份盤中一度跌超4%,股價創逾1個月新低,中環股份跌超5%,股價創近5個月新低。上機數控半日跌超6%,京運通跌超4%,晶澳科技跌3%。光伏龍頭隆基股份昨日調整了單晶硅片的官方報價,各尺寸硅片價格降幅為7.2%至9.8%。這是自2020年5月以來隆基股份官方硅片報價首次出現下調。業內人士指出,這意味着硅片價格戰正式開打,這主要是因瘋狂擴產導致的。硅片的降價才剛剛開始,隨着明年硅料產量的增加,越來越多的硅片工廠將擴大生產規模,隆基、中環等巨頭面臨挑戰。隨着價格戰的開啟,硅片這個賽道明年的業績可能面臨重大變數。
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