博威合金(601137.SH):美國市場的硅料價格在18萬人民幣左右
格隆匯2月1日丨博威合金(601137.SH)在投資者互動平台表示,美國市場的採購模式一般是長單鎖價鎖量,而且美國市場的硅料價格在18萬人民幣左右,因此組件銷售價格波動不大。但國內硅料價格已經降到了6.5萬人民幣左右,因此,美國和國內市場完全不同,我們依然非常看好美國市場的增長及盈利。
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