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A股異動 | 硅能源概念股拉昇 硅料龍頭籤大單 短期價格料延續上漲
格隆匯 03-01 11:24
格隆匯3月1日丨硅能源概念股拉昇,大全能源大漲8.4%領漲,上機數控漲近4%,隆基股份漲3.42%。2月27日晚,科創板硅料龍頭大全能源公吿稱,公司於近日與某客户簽訂了一份多晶硅長單銷售合同,預計銷售總金額約為72.6億元(含税)。2022年~2026年該客户預計共向公司採購3萬噸太陽能級多晶硅特級免洗單晶用料,預計平均每月採購500噸(允許當月浮動±10%)。在市場持續景氣的背景下,近日光伏上游硅料企業接連簽訂大單。中國有色金屬工業協會硅業分會表示,今年2月末陸續開始簽訂3月硅料長單,其價格取決於3月硅料市場供需、各環節庫存承受力等因素。根據3月硅料市場情況分析,供應增量不及預期且小於需求增量,短期內硅料價格將延續持穩微漲走勢。

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