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“非理性下跌”已经成为多家机构对于近期光伏产业链价格走势的普遍看法。特别是在多晶硅环节报价区间下限已探至4万元/吨以下跌破绝大多数企业现金成本。而在产业链其他环节跌破企业成本线的情况普遍存在。今年一季度不少光伏行业龙头业绩由盈转亏加剧了业内担忧。在近期机构调研中多家企业被问及对市场前景的看法。通威股份称不会主动发起价格战希望看到行业的平稳发展和市场的自动调节。晶科能源则表示市场竞争激烈产能出清会比大家想象的快一点。晶澳科技提到当前行业处于底部已经形成共识各环节盈利较难公司已做好长期坚持的准备。

“Irrational decline” has become the common opinion of many organizations on recent price trends in the PV industry chain. In particular, in the polysilicon sector, the lower limit of the quotation range has reached below 40,000 yuan/ton, falling below the

Zhitong Finance ·  May 10 06:47
“Irrational decline” has become the common opinion of many organizations on recent price trends in the PV industry chain. In particular, in the polysilicon sector, the lower limit of the quotation range has reached below 40,000 yuan/ton, falling below the cash costs of most enterprises. However, it is common for other links in the industrial chain to fall below the enterprise cost line. In the first quarter of this year, the performance of many leading PV industry players changed from profit to loss, which heightened concerns in the industry. In a recent institutional survey, a number of companies were asked about their views on market prospects. Tongwei Co., Ltd. said it will not actively launch a price war, hoping to see the steady development of the industry and automatic adjustment of the market. Jinko Energy, on the other hand, said that the market competition is fierce and production capacity will be sold out a little faster than everyone thought. Jingao Technology mentioned that the industry is currently at the bottom, and there is a consensus that it is difficult to make profits in all areas, and the company is ready to persevere for a long time.

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