今年5月，多家多晶硅龙头企业筹划发起并购重组；近日有消息称，10月28日，硅料龙头企业协鑫集团董事长朱共 山表示，17家龙头企业已基本同意搭建联合体，预计于2025年内完成。 消息面上，有媒体称，备受关注的多晶硅重组"联合体"平台正在筹划中，收购方案具体细节仍在商讨。据悉，目前 规划预计成立700亿元左右规模的基金，经讨论后，将采用百亿资金撬动700亿的"承债式"方式收购。 港股光伏太阳能股集体走强，其中，协鑫科技、福莱特玻璃涨7%，信义光能涨超6%，卡姆丹克太阳能、阳光能源 涨超5%，新特能源涨近3%。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 03800 | 协鑫科技 | 7.25% | 1.480 | 451.55亿 | 37.04% | | 06865 | 福菜特玻璃 | 7.10% | 12.970 | 303.87 Z | 18.77% | | 00968 | 信义光能 | 6.78% | 3.940 | 360.39 Z | 27.18% | | 00712 | 卡姆丹克太阳能 ...

3.美国地质调查局发布2025年版关键矿产清单，首次将铜列入其中，标志着2018年来最重大调整。此外，铀、白银、冶金煤、 钾盐、铼、硅和铅等也被列入其中。 4.据Mysteel，截至11月6日当周，螺纹钢产量、表需由增转降，厂库、社库连续四周下降。其中，螺纹社库425.70万吨，较上 周减少5.11万吨，降幅1.19%；螺纹表需218.52万吨，较上周减少13.66万吨，降幅5.88%。 5.据巴西全国谷物出口商协会（ANEC）预测，预计巴西11月大豆出口有望达到377万吨，高于去年同期的234万吨；预计豆粕出 口为223万吨，高于去年同期的173万吨；预计玉米出口为557万吨，高于去年同期的492万吨。 早盘速递 2025/11/7 热点资讯 1.多晶硅行业或迎大整合。消息人士透露，备受关注的多晶硅重组"联合体"平台正在筹划中，收购方案具体细节仍在商讨。 目前规划预计成立700亿元左右规模的基金，经讨论后，将采用百亿资金撬动700亿的"承债式"方式收购。 2.全球最大的镍生产国印度尼西亚已停止审批生产某些中间产品的镍矿石加工厂的申请，以提升生产附加值，解决供应过剩问 题。印尼镍产量约占全球镍产量的60%。 ...

Market Performance - The Shanghai Composite Index rose by 0.97% to 4007.76 points, with a total turnover of 930.3 billion yuan, while the Shenzhen Component Index increased by 1.73% to 13452.42 points, with a turnover of 1125 billion yuan [3] - The ChiNext Index saw a rise of 1.84%, closing at 3224.62 points [3] - The overall market saw over 2800 stocks increase, with a total trading volume exceeding 2 trillion yuan [1][2] Sector Highlights - The AI-related sectors, including computing power, transportation capacity, storage capacity, and electricity, experienced significant gains, driving technology stocks higher [1] - The semiconductor sector was particularly strong, with leading companies like Haiguang Information and Cambrian Technology seeing substantial increases, contributing to a more than 3% rise in the Sci-Tech Innovation 50 Index [1] - The phosphorus chemical sector also performed well, with companies like Qingshuiyuan and Chengxing Co. hitting the daily limit, supported by a 21.42% year-on-year increase in net profit for the sector in the first three quarters, totaling 3.005 billion yuan [2] Investment Trends - Main funds focused on semiconductor, components, and automotive parts sectors, with notable net inflows into stocks like Shenghong Technology and Haiguang Information [4] - Analysts suggest that while there are doubts about the sustainability of the AI boom, the long-term growth trajectory for technology remains a key area for investment [2][10] Industry Developments - A significant restructuring plan for polysilicon companies is in discussion, aiming to establish a fund of approximately 70 billion yuan to facilitate acquisitions [5] - The global first industrial 5G international standard has been officially released, marking a significant advancement in the integration of 5G technology in industrial applications [7]