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報道指內地多家太陽能電池板製造商擬本月推提產計劃
據《SMM有色資訊》報道,據了解內地受近兩日硅片價格企穩,以及組件企業看好2月訂單需求情況,市場恢復信心,多家組件企業開始臨時上調1月組件排產企劃。 報道指,某陝西龍頭企業於昨日(5日)下午召開提產會議,預期將把原3.2GW的排產計劃提升至3.8GW左右,除此之外一線組件企業JK以及JA也紛紛放出提產計劃。 據《21世紀經濟報道》指,向晶澳科技(002459.SZ)投資者關係部門進行查詢,相關人士承認有上調1月組件排產計劃。該人士表示,公司要提高排產情況要看各基地的預期,現在給的是90%,基地會根據實際情況再上調一點,所以1月份排產可能提升。該人士稱,下游需求比較穩定,上游的產業鏈出貨量會提高,整體價格會稍微低一點,所以公司排產率展望或比較樂觀,但是具體要視乎春節後的實際排產量。截至午盤,晶澳科技漲近9%。
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