?????¨å??ï¼?æ²?·±A?¡å?????¶é?³ï??¨æ?°è?½æ??¿å??大涨å¸þ@?¨ä?ï¼???ä¸??¿æ??大涨??ï¼????¨æ?¥ä?è¯?综æ??ä¸?æ¶?.74ï¼?ï¼??¥æ??252.98?¹ï?æ·±è?????ä¸?æ¶?.81ï¼?ï¼??¥æ??1182.94?¹ï???ä¸??¿æ??ä¸?æ¶?.44ï¼?ï¼??¥æ??237.74?¹ã???¨æ?¥ä¸¤å¸??±æ??äº?0724亿å??ï¼?è¿?ç»??两个交æ???¥æ??交é?çª??´ä?亿å????对ä?????å¸??ºï?ä¸???人士认为ï¼?????è¿???ä½?ä½?èµ????¡å??å¼¹ï?大ç??????延续???¡ç??????èµ°å?¿ï???èµ??????è¡?è·?è¸??°è?½æ?èµ???ï¼?æ­¤å?è¿?????ç»??³æ³¨å¤§æ?è´¹æ?¿å???¨å????

??????ä¸??¿æ??大涨3.44ï¼?

?????¨æ?¥ï?æ²?·±A?¡é?å¼?é«?èµ°ã??æ²???¹é???ä¸?è¯?综æ??ä¸?æ¶?.74ï¼?ï¼?并å???ºè????°é???æ²???¨æ?¥æ??äº?375亿å??ï¼?è¾??¨ä??¾å¤§335亿å????æ·±å??¹é???æ·±è??????©ç??é«?å¼?0.25ï¼?ï¼??¶ç??ä¸?æ¶?.81ï¼?ï¼??¥çº¿????³ã???¨æ?¥ï?æ·±å???äº?349亿å??ï¼?è¾??¨ä??¾å¤§383亿å?????¼å?ä¸??????????ä¸??¿æ???¨æ?¥å¤§æ¶?.44ï¼???

?????¹æ?????±é¡ºç»?计æ?¾ç¤ºï¼???ä¸??¿æ???????¡å??20大æ?????¡ä¸­ï¼???17???æ¶??3???è·?ï¼??¶ä¸­ï¼?涨å???äº?ä½???????????导æ?ºè?½ã??å®?å¾·æ?¶ä»£??亿纬???½ã???³å???µæ???æ±?å·??????涨å?????¸º13.42ï¼???8.19ï¼???8.08ï¼???7.37ï¼???6.57ï¼??????°å?å¾·æ?¶ä»£å¤§æ¶¨å¸þ@????°è?½æ?èµ????¨æ?¥å?¨é???æ¶???°è?½æ?è½þ:??HJT?µæ???TOPCon?µæ????ºæ???µæ?????ä¼????¨è?½æ?¿å??ä½?å±?涨å???????

?????°è?½æ?è½þ=?¿å???¨æ?¥ä?æ¶?.77ï¼?ï¼?ä¸??¡æ?¹é???æ±????·å?©ã??欣天ç§???涨å??ï¼??¿å??¹ä?æ¶?4.10ï¼?ï¼?æ±?å®??????æ¶?3.16ï¼????¹æ?????ä¼??°æ???5?????ä¹??¨è½¦?¶å??????è¾¾å??76.2ä¸?è¾?ï¼?????????????8.2ï¼???6.9ï¼????°è?½æ?è½þ=?¹é???5???¶å??????ä¸?8.0ä¸?è¾?ï¼?????????????1.1ï¼???10.1ï¼?ï¼?å½????°è?½æ?è½þ=?????ä¸?2.9ï¼?ï¼??????????????6.7ä¸???1ä¸??¾å???¹ã??1-5???°è?½æ?ä¹??¨è½¦?½å???¶å??42.3ä¸?è¾?ï¼???æ¯?å¢???2.0ï¼?ï¼?ç´??æ¸???????????1.3ï¼??????´è??¸è?为ï???????ä¿???æ½???º¦??ä½???æ¶?è´¹é??æ­¥å??å½????§å½±??ï¼?????äº?ä¸?????????ç±»è?¥é??æ´»å?¨ç?综å????ç´?ï¼?5???´ä?è½þ@???ç»??¹å??ï¼?ä¹??¨è½¦??????ç»??¢å?ï¼??°è?½æ?è½þ>»´??è¾?好ç???????¿è?½ã??

?????????¿å????????å¤

????å°½ç??¨æ?¥å¤§??ä¸?æ¶??ä½??¿å??????ä¾??¶æ???¾ã??ç»?计æ?¾ç¤ºï¼??µæ?设å????µå?¨ä»ªè¡¨ã??å·¥ç??ºæ????¿é????家ç?µã??è¯??¸æ¶¨å¹?å±???ï¼???导ä????¹è?¶ã???³æ²¹??ä¿??©æ?¿å???¨æ?¥æ?¶é?´ã??

?????¼å?ä¸??????????ä¼??¿å???¨æ?¥å??弹强?²ï???ä¼?30ETFä¸?æ¶?.94ï¼?ï¼???ä¼?50ETFä¸?æ¶?.43ï¼???????è¯??¸è?为ï??¹æ??nfoLinkConsulting?°æ???å½???ç¡???????ç»?»¥??ç»?????代工???¹å?å°?ç¡????¢æ???µæ???ï¼?ä»??¶é?¾è§£å½?????ä¾?åº?è¿??©å?? ¬???±ä??µæ?????æ±?ç»´æ??é«?æ¡£ï?å½???è·?ä»·å?åºþ@?åº?ç¡???ä»????½å??¨å??åº?ï¼?大尺寸ç?µæ???æ¯??©æ°´å¹³é?è¾?0ï¼?ï¼?6???µæ?????产å??家们????ç»´æ??满产满é????ç­??¥ã??å½???ç»?件å?å­?çºþ=??1-2ä¸???ä¸?ç­???æ°´å¹³ï¼???ä»·æ???¶ä?æ»??³å???»æ???.6??-1.63??ï¼?ä¸?线å??家ä?å¸????ºä?æ¯???.54??-1.58????ä»·æ?¼æ°´å¹³ã??

?????¹æ??EIA2023å¹´ç?äº?季度?¥å???¾ç¤ºï¼?ç¾??½å¤ª?³è?½è?ä¸???023å¹´ä?季度è£??ºè?模达??.1GW???¹æ????ä¼?è¡?ä¸?è§???????ä¼?ä¸?ä¿¡æ????è¡?ä¸???ä¼?æµ?ç®?ï¼?????-4??å¤??¶ç???ç¡??????µæ???ç»?件产????æ¯?å¢??¿å??è¶?è¿?72ï¼?ï¼?å¤??¶ç?产é??çº?1ä¸????ç¡???产é??çº?8.1GWï¼??¶ç??µæ?产é??çº?9.9GWï¼??¶ç?ç»?件产??çº?4.1GW??é£??µæ?¹é???è¿??¥é?¿æ????????å¸?äº?碳达峰æ?¹æ?ï¼?????025å¹´æ?°è?½æ?è£??ºè¾¾4000ä¸????þ

??????ç»??³æ³¨å¤§æ?è´¹æ?¿å??

????对ä?????å¸??ºï?ä¸???人士认为ï¼?????è¿???ä½?ä½?èµ????¡å??å¼¹ï?大ç??????延续???¡ç??????èµ°å?¿ï???èµ???????ç»??³æ³¨å¤§æ?è´¹æ?¿å???¨å????

????ä¸??¶è??¸è?为ï?ä¸???å¹??¡ä¼°?¼æ??è¾?大æ????空é?´ï?TMT??¸»çº¿ï???èµ????????¹å?³æ³¨AIè¡?????

????ä¸???è¯??¸è¡¨ç¤ºï??¨ç?æµ?å¼±å???è¿?ä¸?步确认å??ï¼?å¸??ºç??交æ??主线?±å??????è¿??»æ?§å??ç§?è½????²å¾¡??ç§?ï¼?表ç?°ä¸ºä¸?绩波?¨è?å°???ä¼°å?¼è?ä½????¸å?³è?ä¸?å¼?å§????°è¿½?§ã?????¶ï?ç»???è¿???æ¶?è´¹æ?°æ????æ­¥å????ï¼??¸å?CPIè¶?稳ç??å®?è§??????å¸??ºä?????æ­¥å??å¼?æ¶?è´¹å??????¾å?????¨ç?æµ?平稳å¤??????????ï¼?å¸??ºé??©å??好æ???¾è½¬???²å¾¡ï¼???å¢????¿ç??¾å?尤为??è¦??????¥è?¡æ???»ä?é¢?计å?ç»´æ?????¡æ?¼å?ï¼????¶ä???å¯????³æ³¨?¿ç?? ¬??èµ?????»¥??å¤??¨å??ç´??????????µã??

?????¶æ²³è¯??¸è¡¨ç¤ºï?ç»???è¿?2022å¹´ä?æ½??é£??µè?ä¸?è¿??¥è??ºå???ï¼?æµ·é??????ä¸???å±?è¶??¿ã??é¢?è®?023å¹´é??é£??°å?è£??ºæ????è¶?è¿?55GWï¼???æ¯?å¢??¿çº¦60ï¼?ï¼?æµ·é??°å?è£??ºè?è¿?10GW??建è????¡ä¸¤?¡ä¸»çº¿ï?ä¸???µ·é£?å¸?å±??©è???å¤???å¹³å?°å???´æ?ºä?ä¸?ï¼?äº???????äº?æµ·é??????¶é?¨ä»¶??????