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港股異動 | 港股光伏太陽能股走弱 隆基硅片降價
格隆匯12月1日丨港股光伏太陽能股集體走弱,新特能源跌5%,保利協鑫能源跌3%,福萊特玻璃,福耀玻璃,信義能源,陽光能源跌1%。隆基官網11月30日調整了單晶硅片的官方報價。各尺寸硅片價格下降了0.41元/片~0.67元/片,降幅為7.2%~9.8%。國金證券點評稱,隆基硅片官價下調價格,基本符合預期。考慮到本次調價後,在當前26-27w的硅料價格下,硅片邊際產能或已接近盈虧平衡點,預計硅料企業近期也將“發揚風格”在硅料價格調整上有所表示。

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