說明(ming)：為(wei)區別不同尺寸硅(gui)片報價，將(jiang)單(dan)晶硅(gui)片拆分(fen)為(wei)“大尺寸硅(gui)片”與“單(dan)晶硅(gui)片”，詳細規格請參見(jian)各(ge)品項附注敘述內容。

根據分析，本周整體市(shi)場持續發酵起(qi)漲(zhang)的(de)訊息，整體上中下游(you)都有醞(yun)釀(niang)漲(zhang)價(jia)風氣。上游(you)硅料受(shou)到(dao)下游(you)硅片(pian)片(pian)的(de)變化引領漲(zhang)價(jia)，電(dian)池(chi)片(pian)也因為(wei)接單轉(zhuan)好而有調價(jia)的(de)動作(zuo)，反倒是(shi)終(zhong)端(duan)組件部分小廠家不耐(nai)壓力，開始出現不理(li)性的(de)拋(pao)售(shou)。展(zhan)望(wang)未來市(shi)場的(de)發展(zhan)，中國(guo)國(guo)內隨(sui)著戶用項(xiang)目與競(jing)(jing)價(jia)補(bu)貼項(xiang)目陸續開工并(bing)網，不論(lun)單多晶(jing)的(de)產品需求(qiu)都有各自(zi)的(de)市(shi)場區隔。海外需求(qiu)依(yi)舊是(shi)以穩定中發展(zhan)的(de)走勢(shi)前(qian)進(jin)，估計進(jin)入(ru)第四季開始會與中國(guo)市(shi)場競(jing)(jing)爭搶貨。

硅料

本周多(duo)(duo)晶(jing)(jing)硅(gui)料(liao)價(jia)(jia)格(ge)延續(xu)上(shang)周走勢(shi)，單晶(jing)(jing)用(yong)(yong)(yong)料(liao)的(de)價(jia)(jia)格(ge)受到下游漲(zhang)勢(shi)跟進，呈現向上(shang)攀升的(de)走勢(shi)，多(duo)(duo)晶(jing)(jing)用(yong)(yong)(yong)料(liao)的(de)漲(zhang)價(jia)(jia)也是延續(xu)需求持續(xu)上(shang)升與(yu)供(gong)給仍未(wei)回歸導致(zhi)。海(hai)外(wai)價(jia)(jia)格(ge)隨著匯率變化走勢(shi)，本周也是小漲(zhang)局面，隨著第四季旺季即將到來，最上(shang)游的(de)硅(gui)料(liao)或許(xu)未(wei)能完全反映市場漲(zhang)勢(shi)，行(xing)情至(zhi)(zhi)少會比第三季來得(de)更好。目前海(hai)外(wai)價(jia)(jia)格(ge)調升區(qu)間(jian)為8.76~9.76USD/KG，均(jun)(jun)價(jia)(jia)上(shang)調至(zhi)(zhi)9.07USD/KG，全球均(jun)(jun)價(jia)(jia)則是上(shang)調至(zhi)(zhi)9.05USD/KG。國內多(duo)(duo)晶(jing)(jing)用(yong)(yong)(yong)料(liao)修正區(qu)間(jian)至(zhi)(zhi)61~63RMB/KG，均(jun)(jun)價(jia)(jia)上(shang)調至(zhi)(zhi)62RMB/KG，單晶(jing)(jing)用(yong)(yong)(yong)料(liao)修正區(qu)間(jian)至(zhi)(zhi)73~78RMB/KG，均(jun)(jun)價(jia)(jia)上(shang)調至(zhi)(zhi)76RMB/KG。

硅片

本周硅(gui)(gui)片(pian)(pian)價格漲(zhang)勢(shi)明顯，多晶(jing)(jing)(jing)硅(gui)(gui)片(pian)(pian)受到上(shang)游供貨(huo)不(bu)(bu)(bu)足影響，再(zai)次調(diao)整(zheng)價格，單(dan)晶(jing)(jing)(jing)硅(gui)(gui)片(pian)(pian)受到上(shang)周開始分拆不(bu)(bu)(bu)同尺寸報價與(yu)海外(wai)(wai)匯率影響，因(yin)而呈現(xian)海外(wai)(wai)跌大(da)(da)陸國內漲(zhang)的局面，實際(ji)上(shang)后勢(shi)看漲(zhang)的氛圍(wei)確實持(chi)續發酵。目前海外(wai)(wai)市場單(dan)晶(jing)(jing)(jing)156.75mm產品(pin)維(wei)(wei)持(chi)不(bu)(bu)(bu)變(bian)在(zai)0.395~0.421USD/Pc，均價修正為0.403USD/Pc，大(da)(da)尺寸158.75mm產品(pin)則(ze)是維(wei)(wei)持(chi)在(zai)0.445~0.455USD/Pc，161.75mm以上(shang)尺寸維(wei)(wei)持(chi)不(bu)(bu)(bu)變(bian)在(zai)0.460USD/Pc。多晶(jing)(jing)(jing)硅(gui)(gui)片(pian)(pian)修正區間至0.230~0.231USD/Pc，黑(hei)硅(gui)(gui)產品(pin)維(wei)(wei)持(chi)不(bu)(bu)(bu)變(bian)在(zai)0.260USD/Pc。

國內156.75mm單晶(jing)維(wei)(wei)持(chi)(chi)不(bu)變(bian)在3.02~3.15RMB/Pc，均(jun)價修正為3.12RMB/Pc，大(da)尺寸(cun)158.75mm產品維(wei)(wei)持(chi)(chi)不(bu)變(bian)在3.30~3.40RMB/Pc，161.75mm尺寸(cun)維(wei)(wei)持(chi)(chi)不(bu)變(bian)在3.45RMB/Pc。多晶(jing)維(wei)(wei)持(chi)(chi)不(bu)變(bian)在1.82~1.86RMB/Pc，均(jun)價上調(diao)至1.85RMB/Pc，黑硅產品維(wei)(wei)持(chi)(chi)不(bu)變(bian)在2.06RMB/Pc。

電池片

本周電(dian)(dian)(dian)池(chi)片市場價(jia)(jia)(jia)格(ge)隨(sui)著接單(dan)(dan)狀況開始好轉，價(jia)(jia)(jia)格(ge)也隨(sui)之(zhi)起舞，雖然(ran)單(dan)(dan)晶(jing)性價(jia)(jia)(jia)比高，但是(shi)依據(ju)中(zhong)國近期招(zhao)標情況來(lai)看，多(duo)晶(jing)仍占有一(yi)定比例約(yue)30-40%，價(jia)(jia)(jia)格(ge)的提升應(ying)該(gai)是(shi)時(shi)間早晚的問(wen)題。目前(qian)海外一(yi)般(ban)多(duo)晶(jing)電(dian)(dian)(dian)池(chi)片維(wei)持不(bu)(bu)變(bian)在0.102~0.123USD/W，一(yi)般(ban)單(dan)(dan)晶(jing)電(dian)(dian)(dian)池(chi)片維(wei)持不(bu)(bu)變(bian)在0.105~0.115USD/W，高效單(dan)(dan)晶(jing)電(dian)(dian)(dian)池(chi)片維(wei)持不(bu)(bu)變(bian)在0.131~0.150USD/W，特高效單(dan)(dan)晶(jing)電(dian)(dian)(dian)池(chi)(>21.5%)維(wei)持不(bu)(bu)變(bian)在0.122~0.178USD/W。

國(guo)內一般多晶(jing)電(dian)(dian)池(chi)片(pian)(pian)修正(zheng)區間至0.81~0.83RMB/W，高(gao)效(xiao)多晶(jing)電(dian)(dian)池(chi)片(pian)(pian)維(wei)持(chi)不(bu)變(bian)在(zai)0.85RMB/W，一般單晶(jing)電(dian)(dian)池(chi)片(pian)(pian)維(wei)持(chi)不(bu)變(bian)在(zai)0.82~0.85RMB/W，高(gao)效(xiao)單晶(jing)電(dian)(dian)池(chi)片(pian)(pian)維(wei)持(chi)不(bu)變(bian)在(zai)0.91~0.94RMB/W，特高(gao)效(xiao)單晶(jing)(>21.5%)電(dian)(dian)池(chi)片(pian)(pian)修正(zheng)區間至0.93~1.00RMB/W，均(jun)價維(wei)持(chi)不(bu)變(bian)在(zai)1.00RMB/W。雙面高(gao)效(xiao)單晶(jing)電(dian)(dian)池(chi)片(pian)(pian)維(wei)持(chi)不(bu)變(bian)在(zai)0.96RMB/W，雙面特高(gao)效(xiao)單晶(jing)(>21.5%)電(dian)(dian)池(chi)片(pian)(pian)維(wei)持(chi)不(bu)變(bian)在(zai)1.01RMB/W。

組件

本(ben)周組(zu)件海外(wai)市(shi)(shi)場尚屬穩(wen)定，國內(nei)市(shi)(shi)場則部(bu)分小廠因賣壓出(chu)現(xian)，時而出(chu)現(xian)高(gao)效產(chan)品(pin)低售的行為。市(shi)(shi)場的關注焦點在(zai)(zai)于第(di)四季(ji)是否能(neng)夠產(chan)生傳統的旺(wang)季(ji)現(xian)象，主要(yao)還是要(yao)期待中國市(shi)(shi)場的表現(xian)。目前海外(wai)270W~275W產(chan)品(pin)維持(chi)(chi)不變(bian)(bian)在(zai)(zai)0.205~0.248USD/W，280W~285W產(chan)品(pin)維持(chi)(chi)不變(bian)(bian)在(zai)(zai)0.212~0.220USD/W，290W~295W產(chan)品(pin)維持(chi)(chi)不變(bian)(bian)在(zai)(zai)0.235~0.251USD/W，300W~305W產(chan)品(pin)維持(chi)(chi)不變(bian)(bian)在(zai)(zai)0.265~0.330USD/W，>310W產(chan)品(pin)維持(chi)(chi)不變(bian)(bian)在(zai)(zai)0.253~0.405USD/W。

國內270W~275W產品維(wei)(wei)持(chi)(chi)不(bu)(bu)變在(zai)1.65~1.75RMB/W，280W~285W產品修正(zheng)區間在(zai)1.76~1.85RMB/W，均價維(wei)(wei)持(chi)(chi)不(bu)(bu)變在(zai)1.83RMB/W，290W~295W產品維(wei)(wei)持(chi)(chi)不(bu)(bu)變在(zai)1.83~1.90RMB/W，300W~305W產品維(wei)(wei)持(chi)(chi)不(bu)(bu)變在(zai)1.90~2.03RMB/W，均價上調(diao)至1.98RMB/W，>310W產品修正(zheng)區間至1.93~2.13RMB/W，均價下調(diao)至2.00RMB/W。