港股異動 | 光伏股普漲 保利協鑫能源漲5% 硅片價格持續上漲
格隆匯2月25日丨港股光伏股普漲,保利協鑫能源漲5.7%,陽光能源漲4%,新特能源、北京能源國際、順風清潔能源、福萊特玻璃漲超3.5%。消息面上,供應緊缺現象延續推動硅片價格持續上漲。本週M6單晶硅片(166mm/165μm)價格區間在5.35-5.45元/片,成交均價提升至5.41元/片,周環比漲幅為3.05%;M10單晶硅片(182 mm /165μm)價格區間在6.45-6.5元/片,成交均價提升至6.48元/片,周環比漲幅為1.89%;G12單晶硅片(210mm/160μm)價格區間在8.5-8.65元/片,成交均價提升至8.54元/片,周環比漲幅為0.23%。中國有色金屬工業協會硅業分會認為,3月底硅料簽單價格將主要取決於4月份硅料市場供需情況,而4月份國內硅料產量將環比有5%至7%的增幅。業內機構集邦諮詢也指出,供需缺口仍存在,導致本週長單及散單價格均有不同程度的上漲。

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