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A股異動丨價格拐點已至?硅料概念股全線大漲,通威股份漲停
或受相關併購傳聞影響,A股市場硅料概念股集體大漲,其中,大全能源漲超18%,通威股份漲停,弘元綠能漲超8%,雙良節能漲7%。另外,據SMM 5月12日消息,N型多晶硅價格指數37.05元/千克,顆粒硅價格35-36元/千克,多晶硅市場暫時穩定,本週多晶硅會議將召開,有業內人士指出,市場前期傳出頭部硅料廠挺價消息,或將對後續硅料價格產生支撐。硅料價格已接近龍頭企業現金成本,理性情況下價格跌無可跌,價格拐點將至。業內人士指出,行業產能過剩嚴重,純市場化出清預計時間較長,限產或可加速產能出清。

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