《大行》交银国际：信义光能(00968.HK)多晶硅投产陷入两难光伏玻璃供过于求加剧

阿斯达克财经07-02

交银国际发表报告指，由于供给持续增长和组件减产导致需求下降，2.0/3.2毫米光伏玻璃价格5月以来分别下跌13.7%和6.7%，7月或将继续下跌。由于化工园区验收延期，信义光能(00968.HK) 首个多晶硅项目投产推迟至第4季，当前价格下投产后将面临严重亏损，因此该行预计该项目投产已陷入两难，或将进一步推迟。交银国际指，信义光能发布上半年业绩预告，略低于该行预期。由于光伏玻璃价格走势远不及预期等...

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《大行》交银国际：信义光能(00968.HK)多晶硅投产陷入两难 光伏玻璃供过于求加剧

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《大行》交银国际：信义光能(00968.HK)多晶硅投产陷入两难光伏玻璃供过于求加剧