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光伏产业链价格走势
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部分光伏股早盘走高 9月光伏产业链价格持续走高 上游价格涨幅高于下游
Zhi Tong Cai Jing· 2025-10-09 02:52
部分光伏股早盘走高,截至发稿,新特能源(01799)涨7.07%,报9.24港元;福莱特(601865)玻璃 (06865)涨5.56%,报12.52港元;协鑫科技(03800)涨3.73%,报1.39港元;信义光能(00968)涨3.22%,报 3.85港元。 消息面上,9月以来,光伏产业链价格持续走高。中原证券(601375)发布研报称,9月,多晶硅料、硅 片、电池和光伏组件价格均出现上涨,但上游价格涨幅高于下游。光伏玻璃受龙头企业减产,行业库存 降低,供给量收缩等因素影响,价格逐步回暖。展望后市,前期抢装后整体市场乏力,集中式项目拉动 装机需求,考虑到终端组件价格承接力度以及反内卷措施的影响,光伏产业链价格将趋于平稳。 ...
TrendForce集邦咨询:头部企业“抱团”涨价 光伏产业链价格易涨难跌
Zhi Tong Cai Jing· 2025-09-04 05:52
Core Insights - The price of polysilicon is expected to remain strong in the short term due to anticipated production cuts after the October hydropower season and expectations regarding silicon material storage policies [1][2] - Despite structural oversupply in the wafer market, upstream cost pressures and supply-demand balance for certain sizes are providing support for wafer prices, which are expected to have upward momentum [1][3] - The price trend for photovoltaic modules is optimistic, with expectations of stability and gradual increases supported by costs, policies, and demand, although the likelihood of price reductions is low [1][6] Polysilicon - The supply of polysilicon continues to increase, with monthly output expected to reach around 130,000 tons, an increase of approximately 8,000 tons from August [2] - Market transactions remain cautious, with lower purchasing intentions from downstream customers, leading to a cautious market sentiment [2] - Driven by national "anti-involution" policies, polysilicon prices have not declined with the supply-demand fundamentals, instead showing a tendency to rise [2] Wafer - Current wafer inventory levels are stable, but there are significant structural issues, particularly with 210RN wafers experiencing oversupply while 183N and 210N sizes maintain a healthier balance [3] - The demand for 183N and 210N wafers is relatively balanced, supporting price increases, while the 210RN size faces weak demand [3] - The rising upstream silicon prices are providing solid cost support for wafers, leading to expected price increases for 183N and 210N sizes [3] Battery Cells - The inventory levels for battery cells are relatively healthy, but there is a clear structural divergence in supply and demand [4] - The demand for 210N high-efficiency cells is showing positive trends, providing strong support for prices [4] - Battery prices are expected to follow the upward trend of silicon wafer prices, indicating a challenging market environment [4][5] Photovoltaic Modules - The continuous rise in upstream prices is pushing up production costs for downstream modules, yet terminal demand remains weak [6] - Despite manufacturers raising quotes to above 0.7 RMB per watt, actual transaction prices are around 0.68 RMB per watt, indicating a struggle to pass on cost increases [6] - The production forecast for September indicates a slight increase, with no significant decline in demand, further supporting price stability [6]
光伏组件进入量价齐缩阶段 产业链价格短期难反弹
Core Viewpoint - The silicon material market is currently experiencing limited transaction volumes and stable prices, with expectations for future price movements largely dependent on new order signings [1][2]. Group 1: Silicon Material Prices - The average transaction price for N-type recycled silicon is 37,500 yuan/ton, N-type granular silicon is 34,500 yuan/ton, and P-type polysilicon is 31,300 yuan/ton, all remaining stable compared to the previous week [1]. - The procurement demand for silicon materials from downstream sectors remains, but the pricing pressure from buyers is strong, with offers dropping to between 32,000 yuan/ton and 34,000 yuan/ton [2]. Group 2: Production and Supply Dynamics - The current production capacity of polysilicon manufacturers is stable, with 11 companies operating at reduced loads, and the overall supply is expected to remain stable in the short term [1][3]. - By May 2025, China's polysilicon production is projected to reach 101,600 tons, reflecting a month-on-month increase of 2.52% [1]. Group 3: Silicon Wafer and Battery Prices - The average transaction prices for N-type G10L, G12R, and G12 silicon wafers are 0.95 yuan/piece, 1.10 yuan/piece, and 1.30 yuan/piece, respectively, all remaining unchanged from the previous week [2]. - The average prices for battery cells, including 183N and 210RN, are stable at 0.25 yuan/W and 0.265 yuan/W, while the price for 210N cells has decreased to 0.265 yuan/W [3][4]. Group 4: Module Market Conditions - The demand for terminal components is currently weak, with major manufacturers reducing production and mid-to-small-sized manufacturers initiating cutbacks [5]. - The price range for TOPCon double-glass modules is approximately 0.60 yuan/W to 0.72 yuan/W, while HJT module prices range from 0.72 yuan/W to 0.83 yuan/W [4][5].
多晶硅价格有望止跌企稳
news flash· 2025-05-22 23:23
Group 1 - The core viewpoint of the article indicates that the price of polysilicon has stabilized after a period of increase driven by a "rush to install" in the photovoltaic industry [1] - Despite the recent price increases across the photovoltaic supply chain, the overall supply-demand mismatch in the solar industry has not significantly improved, leading to insufficient momentum for continued price rises [1] - Following the "rush to install," polysilicon prices have seen a decline but are now showing signs of stabilization, with expectations that prices will remain within the current range for some time [1]