破除“内卷式”竞争 多家光伏龙头实施硅料有序减产

金十财经
26 Dec 2024

【破除“内卷式”竞争 多家光伏龙头实施硅料有序减产】金十数据12月26日讯,12月24日晚间,光伏行业龙头通威股份有限公司、新疆大全新能源股份有限公司相继发布消息称,将逐步开启旗下高纯晶硅项目技改检修暨有序减产的工作。此外有消息称,协鑫科技控股有限公司也将同期进入减产检修工作。在今年光伏产业链整体承压的背景下,硅料龙头企业此次相继减产的行为受到市场关注。分析人士表示,龙头企业带头减产有助于缓解供需错配压力,且利好企业盈利状况的改善,随着落后产能的出清和供给侧改革的推进以及技术进步与成本优化,光伏产业链价格有望逐步企稳并迎来拐点。

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