$晶科能源 (JKS.US)光伏传言的几个版本。。

光伏传言的几个版本:

版本一(看着比较假)

传言: 光伏传下个月出工信部限制能耗的政策,例如硅料生产的单 KG 能耗不高于 50 度电。

协鑫单 KG 消耗 18 度电;

通威单 KG 消耗 48 度电;

大全单 KG 消耗 50-55 度电;

新特单 KG 消耗 50-58 度电;

版本二

传:11 月份工信部会发一个文件限制光伏各环节产能利用率,可能从能耗角度出发去调控,让供应持续压在一个偏低的水平让价格修复上去。

版本三

说是何去上海光伏协会开会了,要有大政策

$富时中国 3 倍做多 ETF - Direxion(YINN.US)

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