《大行》交銀國際料協鑫科技(03800.HK)受惠於硅多晶國家標準新規
交銀國際發表研究報告指,國家標準委日前就《硅多晶和鍺單位產品能源消耗限額》等3項強制性國家標準發佈徵求意見稿,對多晶硅能耗標準提出更嚴格要求,能耗標準分爲三級制,新規較7月行業會議時提出的標準進一步收緊。
該行指,新規實施後未能達到三級標準的企業須在限期內整改,逾期未改或整改後未達二級標準的企業將被強制關停,預期新規實施後國內多晶硅有效產能將從現有350萬噸大幅減少至約240萬噸,降幅達31.4%,展示出政府通過提高技術標準淘汰落後產能、推動光伏行業「反內卷」的決心。
交銀國際預期,能耗最低的顆粒硅生產技術商將受益,列協鑫科技(03800.HK)爲首選股。
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