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【市场聚焦】多晶硅:风云再起_蜘蛛资讯网

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业硅成本抬升预期。  4月中旬中共中央办公厅、国务院印发《碳达峰碳中和综合评价考核办法》,“双碳”政策从引导走向考核。同时前期发布的《工业重点领域能效标杆水平和基准水平2023年版》对于存量不达标的老旧产能约定原则上应在2026年底前完成技改或淘汰。而多晶硅则通过新国标提高了能耗标准。  综上,工业硅及多晶硅由“双碳”相关政策引导,预期逐步出清老旧落后产能,供给收缩以期再平衡。  二、未来关注要点

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