1)有机硅:成本支撑叠加旺季来临,2021Q3产品价格有望继续强势,此外短期看2021Q4行业新产能投产或冲击价格回调,但我们对2022年整体价格并不悲观(预计工业硅供需持续紧张或影响下游有机硅产能释放进度和开工率);
2)工业硅:步入三季度价格...查看全文
笑傲股坛2021-09-10 03:05
$Ferroglobe(GSM)$ 美股小合盛,工业硅产能35万吨是合盛硅业的一半,但市值只有合盛的20分之一,这么看确实低估了,主要原因是国外公司习惯长协单,也就是说今年的销售都是去年签订的订单,是按去年的价格,所以今年中报业绩虽有明显改善,但还是没有完全体现今年产品大幅涨价带来的业绩弹性,三季...查看全文
$Ferroglobe(GSM)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001558370-24-009330 Act: 34 Size: 107 KB 网页链接
$Ferroglobe(GSM)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001104659-24-063844 Act: 34 Size: 6 MB 网页链接
$Ferroglobe(GSM)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001558370-24-008153 Act: 34 Size: 4 MB 网页链接
$Ferroglobe(GSM)$ 20-F Annual and transition report of foreign private issuers [Sections 13 or 15(d)] Accession Number: 0001558370-24-007862 Act: 34 Size: 33 MB 网页链接
$Ferroglobe(GSM)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001558370-24-007788 Act: 34 Size: 71 KB 网页链接
$Ferroglobe(GSM)$ NT 20-F Notification of inability to timely file Form 20-F Accession Number: 0001558370-24-006280 Act: 34 Size: 38 KB 网页链接
$Ferroglobe(GSM)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001558370-24-004259 Act: 34 Size: 19 KB 网页链接
$Ferroglobe(GSM)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001558370-24-003053 Act: 34 Size: 33 KB 网页链接
$Ferroglobe(GSM)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001558370-24-002917 Act: 34 Size: 38 KB 网页链接
$Ferroglobe(GSM)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001558370-24-001442 Act: 34 Size: 5 MB 网页链接