$协鑫科技(0380_老虎社区_美港股上老虎

大道至简8万法归宗
09-30

$协鑫科技(03800)$颗粒硅和棒状硅的技术路线之争，其实早就有答案了。颗粒硅在能耗、碳排放、后段拉晶效率上的优势，已经不是秘密。关键还是看谁能把成本打下来、品质提上去。从协鑫科技半年报来看，现金成本25.31元/kg，品质杂质做到0.3ppbw以下，已经是行业领先水平。说到底，技术路线的胜负，不在纸上，而在工厂里。

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