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TCL中环(002129.SZ):现在硅片行业的公告价格在1.1-1.15元,硅片实际成交价比最低价已有2-3分/W的抬升

tcl zhonghuan renewable energy technology (002129.SZ): The announced price of silicon wafers in the industry is now 1.1-1.15 yuan, and the actual fill price of silicon wafers has risen by 2-3 cents/W compared to the lowest price.

Gelonghui Finance ·  Oct 31, 2024 15:28

Gelonghui October 31 | TCL Central (002129.SZ) said at an investor relations event that without industry collaboration, prices may drop even lower. So our expectations in the first step are actually to stabilize, and the second step is to pick up. Prices dropped more in September and October than they are now. Currently, they are stabilizing, and have partially rebounded this month. Let's first achieve our first goal. If the first step is good, the rest will go more and more smoothly. Several companies participating in the collaboration at the same time will have more confidence during this time, so at present, they have met relatively good expectations. If we don't take this step, the price of silicon wafers will continue to drop. Currently, the announced price in the silicon wafer industry is 1.1-1.15 yuan, and the actual transaction price of silicon wafers has increased by 2-3 cents/W compared to the lowest price.

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