A股異動 | 硅能源股走弱 TCL中環再度下調單晶硅片報價
格隆匯11月28日丨硅能源股走弱,TCL科技跌3.6%,旗濱集團、晨光新材、潤禾材料跌逾2.5%,隆基綠能跌2%,TCL中環、雙良節能、晶澳科技跌1%;港股新特能源跌4%,協鑫科技跌2%。繼10月31日宣佈下調硅片價格後,11月27日,TCL中環再次宣佈下調硅片價格。而在11月24日,另一光伏龍頭隆基綠能也宣佈下調部分硅片價格。對於此次下調硅片價格,隆基綠能相關負責人表示,硅片作為產業鏈中游,其價格根據上游價格走勢隨行就市。“此次硅片價格相繼下調是多重因素造成的。”萬聯證券投資顧問屈放表示,硅料價格鬆動、下游光伏裝機新增規模不及預期都是硅片價格下調的因素。

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