智通财经APP获悉，新特能源(01799)现涨超4%，截至发稿，涨3.66%，报7.37港元，成交额1179.95万港元。
消息面上，根据12月24日大全能源和通威股份官方消息，两家企业逐步启动高纯多晶硅减产。中国有色金属工业协会硅业分会发文指出，展望2025年1月市场供应情况，预计各家企业继续维持低位开工，月产仍有一定程度的下降空间，1月多晶硅产出预计在10万吨以下，环比减少5%左右。
华泰证券发布研报称，通威股份、大全能源12月24日积极响应CPIA呼吁，宣布启动部分多晶硅产线减产检修。硅料龙头带头减产释放积极信号，随着1月初自律配额制或将落地，产业链价格有望上涨。
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