本周参与价格统计企业名单： 更新日期: 2026-1-8 价格根据 12 家企业 P型 M10 单晶硅片、N型 G10L 单晶硅片、N 型 G12R 单晶硅片、P 型 G 12 单晶硅片、N型 G12 单晶硅片的季度产量占比,通过加权平均整理所得（参与价格统计的 1 2 家企业 2025年 3 季度产量占国内单晶硅片总产量的 92.77%)、均为含税价,波动根据前一 周价格比较所得。 "--"表示本周P型硅片未成交 据安泰科统计，本周硅片价格继续上行。其中， N 型 G10L 单晶硅片 (182*183.75mm/130 μ m) 成交均价在 1.31 元 / 片，环比节前上涨 9.17% ； N 型 G12R 单晶硅片 (182*210mm/130 μ m) 成交均价在 1.42 元 / 片，环比节前上涨 8.40% ； N 型 G12 单晶硅片 (210*210 mm/130 μ m) 成交均价在 1.66 元 / 片，环比节前上涨 9.21% 。据调研了解，本周下游电池价格较节前大幅上涨，组件价格较 节前 持稳运行，其 中电池片主流价格 0.37-0.39 元 /W ，环比节前上涨 18.75% ，组件 ...

本周工业硅市场整体运行平稳，期现表现有所分化。期货方面，主力合约 2605 收盘价 自节前 8860 元 / 吨上涨至 8980 元 / 吨，期间累计上涨 120 元 / 吨 。现货方面，全国工业硅 综合价格维持稳定，据安泰科统计， 1 月 7 日报 9245 元 / 吨，与上周持平。具体规格中， 553# 价格报 8713 元 / 吨， 441# 价格报 9169 元 / 吨，均未出现波动。区域价格方面，新 疆、云南、四川综合价格分别为 8810 元 / 吨、 10005 元 / 吨、 10050 元 / 吨；出口 FOB 价 格亦保持稳定。 本周工业硅生产整体保持平稳，但部分地区出现小幅减量。受跨年氛围及长单支撑，企 业报价多维持在现金成本的水平附近，尽管近期期货盘面有所改善、出货量小幅回暖，但 在长单执行压力下，企业调价意愿不强，多数仍以维护现有客户为主，暂未主动调整报 价。整体来看，尽管部分企业已进入亏损区间，但出于年度生产计划与长单履约的考虑， 多数企业仍维持正常生产，以保障客户供应并稳定市场份额。从成本支撑角度看，目前新 疆部分企业尚处于现金成本线附近，预计短期价格仍将延续弱势震荡格局。 与此同时 ...

| 国内太阳能级多晶硅成交价 | | | | | | | --- | --- | --- | --- | --- | --- | | 产品 | 最高价 | 最低价 | मधीश | 波动 | 波动% | | n型复投料成交价 | 6.30 | 5.00 | 5.92 | +0.53 | +9.83% | | n型致密料成交价 | 6.00 | 4.80 | 5.53 | +0.50 | +9.94% | | p型多晶硅成交价 | | | | | | | n型颗粒硅成交价 | 6.30 | 5.00 | 5.58 | +0.53 | +10.50% | | 单位:万元/吨 | | | | 更新日期: | 2026-1-7 | 据安泰科统计，本周多晶硅 n型复投料成交价格区间为 5.0 - 6.3 万元 /吨，成交均 价为5. 92 万元 /吨， 周环比上涨 9.83% 。 n型颗粒硅成交价格区间为5.0- 6.4 万元 / 吨，成交均价为5. 58 万元 /吨，环比 涨幅为 10.5% 。 本周国内多晶硅市场价格延续上涨态势，成交活跃度有所提升，主流签单企业数 量增至 4-5家，新订单成交价格大多提至6.0万元 ...

| 石英増場价格(万元/只) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 28 寸石英म锅 | 0. 62 | 0. 6 | 0. 61 | 0 | | 32 寸石英म锅 | 0. 63 | 0. 62 | 0. 625 | 0 | | 36 寸石英म锅 | 0. 71 | 0. 7 | 0. 705 | 0 | | | | | | 2026-1-6 | | 高纯石英砂(万元/吨) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 进口石英砂 | 8 | 7 | 7.5 | 0 | | 内层石英砂 | 6 | 4. 2 | 5.1 | 0 | | 中层石英砂 | 2. 5 | 2. 2 | 2. 35 | 0 | | 外层石英砂 | 2 | 1.4 | 1.7 | 0 | | | | | | 2026-1-6 | 数据来源:安泰科 采编:张博 注:此报价为整理多家国内生产石英砂、坩埚企业以及下 游拉晶企业报价,均为 ...

| 光伏玻璃(元/平方米) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 2.0mm 光伏玻璃 | 12 | 11. 5 | 11. 75 | 0 | | 3.2mm 光伏玻璃 | 19. 5 | 18. 5 | 19 | 0 | | | | | | 2026-1-6 | 数据来源:安泰科 采编:张博 注：此报价为整理多家生产光伏玻璃企业报价，均为含税 价,涨跌幅度根据上周报价比较所得。 ...

Core Viewpoint - The article discusses the newly released "Basic Rules for the Medium and Long-term Electricity Market," which aims to establish a unified national electricity market, regulate medium and long-term trading behaviors, and adapt to the needs of electricity reform and development [3]. Group 1: Market Structure and Trading Mechanism - The medium and long-term electricity market prices will be determined by market participants without third-party interference, except for government-regulated prices [29]. - The rules promote the integration of medium and long-term electricity markets with spot markets, ensuring a smooth connection in trading sequences, clearing, and market settlement [12]. - The market will allow for flexible and continuous trading to accommodate the volatility of renewable energy outputs and promote long-term power purchase agreements [12][29]. Group 2: Market Participants and Rights - All electricity users participating in the medium and long-term market can purchase their entire electricity volume through wholesale or retail markets, but cannot participate in both simultaneously [2]. - The rights of power generation companies include participating in the market according to rules, signing contracts, and receiving fair access to grid services [16]. - Electricity users have the right to participate in the market, sign contracts with power generation companies, and receive fair grid access services [20]. Group 3: Pricing Mechanism - The pricing mechanism for the medium and long-term market will be based on market formation, with no artificial price levels set for peak and valley periods for direct market participants [30]. - Green electricity trading prices will consist of energy prices and green environmental values, with specific regulations on how these values are treated in pricing [29]. - The government will set upper and lower limits on reported prices to prevent market manipulation and unhealthy competition [30]. Group 4: Transaction Organization and Execution - Cross-grid medium and long-term transactions will be organized by designated electricity trading centers, with a focus on integrating provincial and cross-regional trading [32]. - The trading platform will support continuous operations and must meet the requirements for daily trading activities [41]. - Transactions must be announced in advance, with specific timelines for different types of trading [43]. Group 5: Contract Management and Settlement - Market participants must sign medium and long-term trading contracts, which will serve as the basis for execution [64]. - The settlement process will occur monthly, with daily clearing and reference points established for market transactions [72]. - Green electricity trading will involve separate settlements for energy and environmental values, ensuring clarity in financial transactions [78].

采编:张博 数据来源: 安泰科 | 光伏玻璃(元/平方米) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 2.0mm 光伏玻璃 | 12 | 11. 5 | 11. 75 | 0 | | 3.2mm 光伏玻璃 | 19. 5 | 18. 5 | 19 | 0 | | | | | | 2025-12-30 | 注:此报价为整理多家生产光伏玻璃企业报价,均为含税 价,涨跌幅度根据上周报价比较所得。 ...

采编:张博 数据来源:安泰科 | 石英増塀价格(万元/只) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 28 寸石英म锅 | 0. 62 | 0. 6 | 0. 61 | 0 | | 32 寸石英坩娲 | 0. 63 | 0.62 | 0. 625 | 0 | | 36 寸石英म锅 | 0. 71 | 0. 7 | 0. 705 | 0 | | | | | | 2025-12-30 | 注:此报价为整理多家国内生产石英砂、坩埚企业以及下 游拉晶企业报价,均为含税价,涨跌幅度根据上周报价比 较所得。 | 高纯石英砂(万元/吨) | | | | | | --- | --- | --- | --- | --- | | 类别 | 最高价 | 最低价 | 均价 | 波动 | | 进口石英砂 | 8 | 7 | 7.5 | 0 | | 内层石英砂 | 6 | 4. 2 | 5. 1 | 0 | | 中层石英砂 | 2. 5 | 2. 2 | 2. 35 | 0 | | 外层石英砂 | 2 | 1.4 | 1. 7 | 0 ...

Core Viewpoint - The article discusses the implementation of the "Basic Rules for the Medium and Long-term Electricity Market," which aims to establish a unified national electricity market, regulate medium and long-term electricity trading behaviors, and adapt to the needs of electricity reform and development [5][11]. Group 1: Market Structure and Trading Mechanism - The medium and long-term electricity market prices will be determined by market participants without third-party intervention, except for government-regulated prices [2][31]. - The rules will facilitate the integration of medium and long-term markets with spot markets, ensuring a smooth transition in trading sequences, clearing, and market settlement [2][14]. - The market will allow for flexible and continuous trading to accommodate the volatility of renewable energy output, promoting long-term power purchase agreements [2][14]. Group 2: Market Participants and Rights - All electricity users participating directly in the medium and long-term market can purchase their entire electricity volume through wholesale or retail markets, but cannot participate in both simultaneously [2][11]. - The rights of market participants, including generation companies, retail companies, and electricity users, are defined, ensuring fair access to services and information [18][19][20]. Group 3: Pricing Mechanism - The pricing mechanism for green electricity transactions will consist of energy prices and green electricity environmental values, with specific regulations on how these values are treated in pricing [31][32]. - The government will set upper and lower limits on prices to prevent market manipulation and unhealthy competition [38][39]. Group 4: Implementation Timeline - The rules will take effect on March 1, 2026, and will be valid for five years [3][66].

本周工业硅市场供需双弱，价格在成本支撑与需求疲软的双重制约下继续震荡。期货市场方面， 12 月 18 日至 24 日，主力合约 2605 收盘价自 8645 元 / 吨上涨至 8860 元 / 吨，累计上涨 215 元 / 吨。现货市场则表现分化：据安泰科统计， 12 月 24 日全国工业硅综合价格为 9245 元 / 吨， 较上周下跌 5 元 / 吨。具体来看， 553# 价格报 8713 元 / 吨， 较上周下跌 94 元 / 吨 ； 441# 价 格报 9169 元 / 吨，较上周上涨 51 元 / 吨。区域方面，新疆、云南、四川综合价格分别为 8810 元 / 吨、 10005 元 / 吨、 10050 元 / 吨；出口 FOB 价格与上周持平。 供应端生产平稳，报价分化，成交清淡。主要产区新疆产量保持稳定，但期货价格波动加剧了现货 报价的分化：厂家或报价坚挺，或选择暂不报价， 或改善企业现金流而低于市场均价出货 。内蒙古、 四川、云南、甘肃等地现有产能多用于内部结算或长单销售，持续低价格环境压制生产积极性，目前开 工率已处于较低水平。虽有少量现货试图挺价，但市场接受度有限，整体成交延续清淡格局。随着 ...