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內地監管部門約談後多晶硅價格企穩 惟機構料下月或會受壓
阿思達克 10-14 07:09
國家工信部、市場監管總局及國家能源局三部門近期集體約談部分多晶硅骨幹企業一事,備受業內關注。新擴多晶硅產能有望第四季度加速釋放,監管部門喊話後,業內對多晶硅價格能否迎來拐點十分關注。 據《證券時報》引述業內機構認爲,從上遊環節的供應面數據提升規模和幅度來看,突發疫情改變月中旬的供需關係,會在時間節點上延遲對供需環境的影響,但整體供應規模的增量仍然會對月底或下月初的價格變化造成一定壓力。
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