A股光伏板块股价大涨,硅片企业联合涨价能否持续?
Xin Lang Cai Jing·2025-12-26 08:12

Core Viewpoint - The A-share photovoltaic sector experienced a significant price increase, with several companies leading the surge, driven by rising upstream silicon material prices and strong pricing intentions from silicon wafer manufacturers [1] Market Performance - On December 26, the A-share photovoltaic sector rose nearly 3%, with companies such as Sunshine Power (300274.SZ), Jiejia Weichuang (300724.SZ), Junda Co., Ltd. (002865.SZ), GCL-Poly Energy (002506.SZ), and Longi Green Energy (601012.SH) showing notable gains [1] Price Trends - The continuous capacity reduction in upstream silicon materials and the increase in silver paste prices are contributing to a positive price trend throughout the photovoltaic industry chain, with several silicon wafer companies raising their prices this week [1] - According to Infolink Consulting, the price of silicon wafers has strengthened significantly over the past week due to the strong willingness of silicon wafer manufacturers to maintain prices, and downstream component companies are generally responding to this industry self-discipline [1] Future Outlook - Infolink Consulting indicates that the sustainability of this price increase is contingent on whether upstream silicon material prices rise as expected, and the future price trends remain to be observed as the new round of silicon wafer pricing has not yet seen widespread transactions [1]