本(ben)(ben)周(zhou)國內多(duo)晶(jing)(jing)硅(gui)(gui)一級(ji)致密料價(jia)(jia)(jia)(jia)格(ge)區間(jian)在12.0-12.8萬(wan)元(yuan)(yuan)(yuan)/噸(dun),均價(jia)(jia)(jia)(jia)12.49萬(wan)元(yuan)(yuan)(yuan)/噸(dun),周(zhou)環比上漲2.38%。本(ben)(ben)周(zhou)進口多(duo)晶(jing)(jing)硅(gui)(gui)主(zhu)流報(bao)(bao)價(jia)(jia)(jia)(jia)13.00-16.75美(mei)(mei)元(yuan)(yuan)(yuan)/千克(ke),均價(jia)(jia)(jia)(jia)14.91美(mei)(mei)元(yuan)(yuan)(yuan)/千克(ke)維持不(bu)變;156mm多(duo)晶(jing)(jing)硅(gui)(gui)晶(jing)(jing)圓報(bao)(bao)價(jia)(jia)(jia)(jia)0.48-0.58美(mei)(mei)元(yuan)(yuan)(yuan)/片(pian),均價(jia)(jia)(jia)(jia)0.504美(mei)(mei)元(yuan)(yuan)(yuan)/片(pian),周(zhou)環比下(xia)滑0.2%;156mm多(duo)晶(jing)(jing)硅(gui)(gui)電池片(pian)報(bao)(bao)價(jia)(jia)(jia)(jia)為0.70-1.10美(mei)(mei)元(yuan)(yuan)(yuan)/片(pian),均價(jia)(jia)(jia)(jia)維持在0.808美(mei)(mei)元(yuan)(yuan)(yuan)/片(pian);晶(jing)(jing)硅(gui)(gui)太陽(yang)能電池組件(jian)報(bao)(bao)價(jia)(jia)(jia)(jia)在0.27-0.41美(mei)(mei)元(yuan)(yuan)(yuan)/瓦(wa),均價(jia)(jia)(jia)(jia)為0.302美(mei)(mei)元(yuan)(yuan)(yuan)/瓦(wa),周(zhou)環比下(xia)滑0.33%。
本周(zhou)多晶(jing)硅(gui)(gui)價格(ge)繼(ji)續回(hui)(hui)升,一級致密料(liao)成(cheng)(cheng)(cheng)交的三個區間為:高價在(zai)12.8萬元/噸,主流區間在(zai)12.2-12.5萬元/噸,少量(liang)成(cheng)(cheng)(cheng)交在(zai)12.0萬元/噸。本周(zhou)多晶(jing)硅(gui)(gui)企(qi)業簽訂(ding)大量(liang)4月份訂(ding)單(dan)(dan),部分5月訂(ding)單(dan)(dan)成(cheng)(cheng)(cheng)交,甚至有(you)(you)企(qi)業因硅(gui)(gui)料(liao)緊缺放棄簽單(dan)(dan)機(ji)會。近期(qi)單(dan)(dan)晶(jing)用料(liao)需求緊缺程度(du)高于(yu)多晶(jing)用料(liao),而由于(yu)單(dan)(dan)晶(jing)硅(gui)(gui)片加工技術的提升,國(guo)內目(mu)前(qian)可用于(yu)單(dan)(dan)晶(jing)用料(liao)的多晶(jing)硅(gui)(gui)供應(ying)有(you)(you)所增(zeng)加,即便如此單(dan)(dan)晶(jing)用料(liao)仍供不應(ying)求,因此近期(qi)各家(jia)成(cheng)(cheng)(cheng)交量(liang)增(zeng)長的同時,成(cheng)(cheng)(cheng)交價格(ge)也(ye)有(you)(you)所回(hui)(hui)升。
目前(qian)尚(shang)在(zai)檢修的企業有兩(liang)家,約在(zai)4月(yue)(yue)初恢復正常生產,根據目前(qian)的終(zhong)端市場情況分析,“630”搶裝對需求起到一(yi)定刺(ci)激作(zuo)用(yong)(yong)(yong),預計4月(yue)(yue)份(fen)仍(reng)將維持供不(bu)應求的現(xian)狀。雖然(ran)目前(qian)單(dan)晶(jing)用(yong)(yong)(yong)料高度(du)緊缺(que),但下游(you)對單(dan)多晶(jing)用(yong)(yong)(yong)料價差拉(la)大的接受度(du)不(bu)高,因此整體多晶(jing)硅價格回(hui)升增速受限。