买股票的闲人
10-06
$协鑫科技(03800)$
记得前两年大家还在争论颗粒硅能不能用,现在人家不仅能用,还卖得比传统料更贵!协鑫把杂质控制做到了极致,浊度指标也优化得飞起。这就跟手机芯片似的,工艺越做越精,性能自然就上去了。听说现在大厂都在抢着用,真香定律永不过时。
@数字74581:
$协鑫科技(03800)$别看协鑫科技现在股价低迷,行业周期反转往往就是一波的事。公司现金成本持续下降,颗粒硅占比提升,一旦硅价格稳住,利润回升会很快。
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