智通财经APP获悉，协鑫科技(03800)午后涨近8%，截至发稿，涨5%，报1.26港元，成交额4.88亿港元。
消息面上，1月21日，协鑫科技发布公告，2024年四季度，协鑫科技颗粒硅产量7.09万吨，销量7.46万吨，含研发费用现金成本28.17元/公斤，较三季度的33.18元/公斤再次大幅降低15%，刷新行业纪录。与此同时，公司2024年实现颗粒硅产量26.92万吨，出货28.19万吨，库存不断压减。
海通证券指出，从指标达成情况来看，协鑫科技颗粒硅产品升级超预期，有望进一步打开下游市场的需求。此外，随着多晶硅行业自律的稳步推进及春节期间下游原料囤货的消耗，年后多晶硅价格有望继续回升至相对合理区间。随着行业整体价格的抬升，公司凭借成本优势有望率先迎来盈利拐点。
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