港股详情

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协鑫科技

1.260

+0.0907.69%

成交量：7.50亿

成交额：9.08亿

市值：358.86亿

市盈率：-6.42

高：1.260

开：1.170

低：1.150

收：1.170

数据加载中...

总览公司新闻公告

广期所紧急发布“提保扩板”政策光伏产业链迎来产业拐点（附概念股）

“一天一个价”！多晶硅报价大幅上涨，“反内卷”下四大硅料龙头股价迅速飙升

光伏股普遍走高硅片厂商普遍调高报价反内卷下行业供给侧改革有望提速

港股异动 | 光伏股普遍走高硅片厂商普遍调高报价反内卷下行业供给侧改革有望提速

智通财经网

协鑫科技(03800)出现大手买入200万股，成交价$1.22，涉资244万

阿斯达克财经

每日卖空追踪 | 协鑫科技 07月09日卖空量成交6915.1万股，卖空比例为7.05%

【券商聚焦】国元国际：光伏行业能否出现真正转机主要取决于供给侧出清的力度

政策信号持续释放！“反内卷”行情能否持续？

协鑫科技(03800)出现大手买入280万股，成交价$1.26，涉资352.8万

阿斯达克财经

《大行》里昂：看好多晶硅及太阳能玻璃领军企业荐协鑫科技(03800.HK)福莱特玻璃(06865.HK)信义光能(00968.HK)

阿斯达克财经

光伏太阳能股部分走强协鑫科技(03800)涨3.6% 机构指光伏行业政策信号密集释放去内卷提速

港股异动 | 协鑫科技(03800)现涨超4% 多晶硅环节或成反内卷政策突破口公司有望率先实现扭亏为盈

协鑫科技(03800)上涨3.6%，报1.15元/股

协鑫科技(03800)出现大手买入170万股，成交价$1.14，涉资193.8万

阿斯达克财经

每日卖空追踪 | 协鑫科技 07月07日卖空量成交8188.5万股，卖空比例为13.96%

协鑫科技(03800)出现大手卖出380万股，成交价$1.11，涉资421.8万

阿斯达克财经

【券商聚焦】国泰海通：光伏行业政策信号密集释放去内卷提速

电新公用环保行业周报：聚焦“防内卷”政策投资策略优先推荐风电整机环节

钙钛矿行业深度之二

电力设备行业周报：光伏供给侧推动边际变化固态电池新技术主线

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12:25","pubTimestamp":1752121500,"startTime":"0","endTime":"0","summary":"通威股份相关负责人表示，没有收到具体的消息。不过，值得注意的是，光伏行业“反内卷”行动正在加速推进。在“反内卷”背景下，硅料龙头企业的产能调整备受瞩目。据Mysteel调研数据，当前主流企业报价均大幅上涨，攀升至40元/千克及以上。此次提价主要是由于多晶硅企业超一年以上亏损运营，为清库存导致价格已远低于综合成本，为符合“不低于成本销售”的价格法规要求，硅料企业一次性提价至综合成本线之上。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071012465397a081c4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:51","pubTimestamp":1752115860,"startTime":"0","endTime":"0","summary":"对此，多家硅片厂商人士向记者证实，在9日下午上调了硅片报价，而且是一线及二三线企业普遍上调。华泰证券认为，当前价格下光伏玻璃全行业或已亏损，而25H2需求缩量和高库存将进一步增大价格压力，因此“反内卷”的迫切性较强。东兴证券指出，今年以来高频次的政策发声，将反内卷提升至战略高度，表明了政府对于治理反内卷问题的决心，未来随着自上而下推动，光伏行业供给侧改革有望提速。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-07-10/doc-infeyant1915774.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE00BZ08YT58.USD","00968","BK1589","BK1554","LU1983299162.USD","BK1169","06865","01799","BK1148","BK1594","IE00BZ08YR35.GBP","BK1610","03800","SG9999014674.SGD","IE00BZ08YS42.EUR"],"gpt_icon":0},{"id":"2550069587","title":"协鑫科技(03800)出现大手买入200万股，成交价$1.22，涉资244万","url":"https://stock-news.laohu8.com/highlight/detail?id=2550069587","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550069587?lang=zh_cn&edition=fundamental","pubTime":"2025-07-10 10:15","pubTimestamp":1752113700,"startTime":"0","endTime":"0","summary":"[大手成交]协鑫科技(03800)在上午10:15出现大手买入，成交量为200万，成交价为港币$1.22，涉资244万。至目前为止，股价无升跌，今日最高价为$1.25，而最低价为$1.2，总成交量为2.052亿股，总成交金额港币$2.503亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2507104611/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["03800","BK1594","BK1169","BK1554","SG9999014674.SGD","BK1610"],"gpt_icon":0},{"id":"2550638230","title":"每日卖空追踪 | 协鑫科技 07月09日卖空量成交6915.1万股，卖空比例为7.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=2550638230","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550638230?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 16:30","pubTimestamp":1752049835,"startTime":"0","endTime":"0","summary":"协鑫科技北京时间07月09日，跌0.81%，卖空量成交6915.1万股%，较上一交易日减少56.88%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709172559a69f1a87&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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国元国际表示，近期光伏行业关于行业自律和供给侧改革加码的高层会议密集，市场再度憧憬供给侧改革加快产能出清并期待光伏产业链困境反转。但在需求疲弱的形势下，行业能否出现真正转机，主要取决于供给侧出清的力度。基于目前产能过剩和库存高企的程度，预计产能出清还是需要一段时间，需密切关注行业供需变化，价格动态。从中长期来看，多晶硅行业相对集中度高，整合难度偏小，价格反弹反应快，头部厂家将成为产能出清后的受益者，建议关注协鑫科技(03800)和新特能源(01799)。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961927","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1554","BK1169","01799","BK1594","BK1148","SG9999014674.SGD","BK1610","03800"],"gpt_icon":0},{"id":"2550888236","title":"政策信号持续释放！“反内卷”行情能否持续？","url":"https://stock-news.laohu8.com/highlight/detail?id=2550888236","media":"财华社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550888236?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 14:13","pubTimestamp":1752041607,"startTime":"0","endTime":"0","summary":"近期，随着政策层面的持续发力,“反内卷”的风潮席卷各行各业。汽车、光伏、水泥、钢铁等恶性竞争、价格战、产能过剩等现象频现的行业“反内卷”呼声日益高涨，并持续引爆资本市场。","market":"hk","thumbnail":"https://images.finet.hk/photoLib/title/202507_1/cdccc8b6-5bca-4d33-9684-9c080b734282.png","type":0,"news_type":0,"thumbnails":["https://images.finet.hk/photoLib/title/202507_1/cdccc8b6-5bca-4d33-9684-9c080b734282.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.finet.hk/newscenter/news_content/686e08875a771204e218ad9a","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"finet_stock","symbols":["SG9999014674.SGD","BK1610","BK1169","06865","BK1594","BK1554","03800"],"gpt_icon":0},{"id":"2550250801","title":"协鑫科技(03800)出现大手买入280万股，成交价$1.26，涉资352.8万","url":"https://stock-news.laohu8.com/highlight/detail?id=2550250801","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550250801?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 09:50","pubTimestamp":1752025800,"startTime":"0","endTime":"0","summary":"[大手成交]协鑫科技(03800)在上午09:50出现大手买入，成交量为280万，成交价为港币$1.26，涉资352.8万。至目前为止，股价升2.439%，今日最高价为$1.26，而最低价为$1.2，总成交量为2.112亿股，总成交金额港币$2.597亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2507094083/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1594","BK1610","BK1554","03800","BK1169","SG9999014674.SGD"],"gpt_icon":0},{"id":"2549592779","title":"《大行》里昂：看好多晶硅及太阳能玻璃领军企业  荐协鑫科技(03800.HK)福莱特玻璃(06865.HK)信义光能(00968.HK)","url":"https://stock-news.laohu8.com/highlight/detail?id=2549592779","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549592779?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 14:01","pubTimestamp":1751954460,"startTime":"0","endTime":"0","summary":"福莱特玻璃今日高开1.34%，最高见10.68元。现报10.5元，升8.58%，成交2,536.1万股，涉资2.61亿元。里昂认为，由于更高的整合度和更陡峭的成本曲线，上游太阳能玻璃和多晶硅子行业更有可能受益于顺风。该行继续看好多晶硅领军企业，以及太阳能玻璃领军企业。)相关内容《大行》大和：对中国光伏行业看法负面  重申福莱特玻璃及信义光能“跑输大市”评级AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220527172932657_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220527172932657_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1451822/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["IE00BZ08YT58.USD","BK0132","00968","BK1589","BK1554","LU1983299162.USD","BK1169","06865","BK1594","IE00BZ08YR35.GBP","BK0054","SG9999014674.SGD","BK1610","03800","BK0271","000591","IE00BZ08YS42.EUR"],"gpt_icon":0},{"id":"2549593254","title":"光伏太阳能股部分走强 协鑫科技(03800)涨3.6% 机构指光伏行业政策信号密集释放去内卷提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2549593254","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549593254?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 10:59","pubTimestamp":1751943553,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光伏太阳能股部分走强，截至发稿，顺风清洁能源 涨4.35%，凯盛新能涨4.10%，协鑫科技涨3.60%，彩虹新能源涨3.60%，新特能源涨1.71%。中央财经委员会第六次会议将“无序竞争”问题提上议程，明确提出加快落后产能退出，推动行业向高质量方向发展。光伏行业率先响应，头部光伏玻璃企业宣布自7月起主动减产30%，以缓解行业结构性压力。交银国际研究报告指，中央财经委员会第六次会议于7月1日召开。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961812","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1610","03800","00438","BK1554","BK0271","BK1169","BK1105","BK0054","01108","01799","BK1154","BK1594","BK0132","SG9999014674.SGD","BK1170","01165","BK1148","000591","BK1522"],"gpt_icon":0},{"id":"2549593994","title":"港股异动 | 协鑫科技(03800)现涨超4% 多晶硅环节或成反内卷政策突破口 公司有望率先实现扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2549593994","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549593994?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 10:50","pubTimestamp":1751943042,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，协鑫科技现涨超4%，截至发稿，涨4.5%，报1.16港元，成交额3.87亿港元。SMM分析称，上涨原因主要是近期“反内卷”政策导向以及行业自律。分析人士称，多晶硅环节由于行业集中度高，有望成为政策的突破口，成为光伏行业率先完成供给侧改革的环节。年报显示，协鑫科技持续推动降本增效，现金成本降幅显著，24年平均颗粒硅现金成本为33.52元/kg，较23Q4下降10%，25年1-2月现金成本降至27.14元/kg，成本处于行业领先位置。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1314992.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1554","SG9999014674.SGD","BK1169","03800","BK1610","BK1594"],"gpt_icon":0},{"id":"2549935995","title":"协鑫科技(03800)上涨3.6%，报1.15元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2549935995","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549935995?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 10:39","pubTimestamp":1751942387,"startTime":"0","endTime":"0","summary":"7月8日，协鑫科技(03800)盘中上涨3.6%，截至10:39，报1.15元/股，成交3.03亿元。协鑫科技控股有限公司是一家全球领先的高效光伏材料研发和制造商，主要产品是多晶硅料及硅片等光伏原材料。公司独创的硅烷流化床法(FBR)颗粒硅技术具有低本高效和优异碳足迹的优势，拥有中国和法国光伏原材料领域的碳足迹双重认证。截至2024年年报，协鑫科技营业总收入150.98亿元、净利润-47.5亿元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/07/08103951546794.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK1554","BK1169","BK1610","03800","BK1594","SG9999014674.SGD"],"gpt_icon":0},{"id":"2549560430","title":"协鑫科技(03800)出现大手买入170万股，成交价$1.14，涉资193.8万","url":"https://stock-news.laohu8.com/highlight/detail?id=2549560430","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549560430?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 09:49","pubTimestamp":1751939340,"startTime":"0","endTime":"0","summary":"[大手成交]协鑫科技(03800)在上午09:49出现大手买入，成交量为170万，成交价为港币$1.14，涉资193.8万。至目前为止，股价升2.703%，今日最高价为$1.14，而最低价为$1.1，总成交量为8.38千万股，总成交金额港币$9.353千万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2507084360/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["03800","BK1610","BK1554","BK1169","SG9999014674.SGD","BK1594"],"gpt_icon":0},{"id":"2549885580","title":"每日卖空追踪 | 协鑫科技 07月07日卖空量成交8188.5万股，卖空比例为13.96%","url":"https://stock-news.laohu8.com/highlight/detail?id=2549885580","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549885580?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 16:30","pubTimestamp":1751877035,"startTime":"0","endTime":"0","summary":"协鑫科技北京时间07月07日，跌0.89%，卖空量成交8188.5万股%，较上一交易日减少35.01%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707172200a43b84ee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707172200a43b84ee&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SG9999014674.SGD","BK1610","BK1554","03800","BK1169","BK1594"],"gpt_icon":0},{"id":"2549370299","title":"协鑫科技(03800)出现大手卖出380万股，成交价$1.11，涉资421.8万","url":"https://stock-news.laohu8.com/highlight/detail?id=2549370299","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549370299?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 09:20","pubTimestamp":1751851200,"startTime":"0","endTime":"0","summary":"[大手成交]协鑫科技(03800)在上午09:20出现大手卖出，成交量为380万，成交价为港币$1.11，涉资421.8万。至目前为止，股价跌0.893%，今日最高价为$1.11，而最低价为$1.11，总成交量为380万股，总成交金额港币$421.8万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV25070724/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1169","BK1594","SG9999014674.SGD","BK1610","BK1554","03800"],"gpt_icon":0},{"id":"2549377617","title":"【券商聚焦】国泰海通：光伏行业政策信号密集释放 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国泰海通发研报指，本周，光伏产业政策面持续释放积极信号。中央财经委员会第六次会议将“无序竞争”问题提上议程，明确提出加快落后产能退出，推动行业向高质量方向发展。光伏行业率先响应，头部光伏玻璃企业宣布自7月起主动减产30%，以缓解行业结构性压力。随后，工信部于7月3日召集制造业重点企业召开座谈会，部领导强调要加强产品质量、提升产业结构效能，并推动行业进入有序、可持续发展通道。该机构认为，当前政策引导有望缓解无序扩张格局，改善行业供需结构，光伏板块已处于相对低位，建议关注龙头企业在产能优化与技术升级中的配置价值。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961691","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03800","LU2242644610.SGD","LU1983299162.USD","LU0051755006.USD","LU0327786744.USD","BK0188","LU0509642566.USD","IE00BZ08YT58.USD","IE00BZ08YR35.GBP","LU0502904849.HKD","BK0201","LU0269904917.USD","LU0828238088.HKD","BK0028","LU0456827905.SGD","601211","BK1589","LU0455707207.USD","IE00BZ08YS42.EUR","BK1147","LU1655091616.SGD","BK1610","BK1144","03606","BK0012","BK1583","IE0034224299.USD","LU0572944931.SGD","BK1594","BK0184","BK0183","BK0276","BK1554","BK1509","02611","BK1564","BK1169","00968","SG9999014674.SGD"],"gpt_icon":0},{"id":"2549018586","title":"电新公用环保行业周报：聚焦“防内卷”政策投资策略 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