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龚俊 老龚你说句话啊

【通威股份】Mysteel周报：节后返市反内卷预期降温 光伏市场观望情绪浓厚_蜘蛛资讯网

樊振东全运会证件照

也难有相对明确的推进，相关细则及落地时间仍需等待，市场交易及研究方向或逐步回归基本面。而且不管从多晶硅自身环节的供需平衡还是从最新的8月中国新增光伏装机数据来看，短期内多晶硅价格或将承压，业者对于后市观点分歧明显加大，但政策预期仍存，主要还是节奏及周期问题，短期内关注头部料企最新报价及成交情况。1.2 硅片：成本支撑与减产预期并存 终端需求偏弱难改价格韧性　　节后返市，尽管长假期间主流企业暂无大规

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