本周整體市(shi)(shi)場(chang)(chang)價格延(yan)續節(jie)前走勢,上(shang)游硅(gui)料單晶維(wei)(wei)穩多晶緩漲(zhang),海外市(shi)(shi)場(chang)(chang)則隨匯率變(bian)動(dong)改變(bian),硅(gui)片與(yu)電池片兩(liang)段環節(jie)則是維(wei)(wei)持不動(dong),組件(jian)則是依據(ju)產品(pin)需求度(du)不同(tong)而有漲(zhang)跌互見(jian)的(de)(de)現象。展望未(wei)來第四季(ji)度(du)的(de)(de)發展,中國國內的(de)(de)戶用項目與(yu)競價項目同(tong)時納入(ru)有時間限(xian)制并網的(de)(de)壓(ya)力(li),海外市(shi)(shi)場(chang)(chang)仍然維(wei)(wei)持既(ji)有的(de)(de)發展進度(du)開出需求,估計全球已經(jing)開始進入(ru)所謂(wei)的(de)(de)旺季(ji)時節(jie)。
硅料
本周多晶硅料(liao)價(jia)(jia)格(ge)看似持(chi)平卻有向上(shang)(shang)(shang)發(fa)展的趨勢,海外市場僅受到匯率變(bian)化(hua)影(ying)(ying)響,國內單(dan)晶(jing)(jing)用(yong)料(liao)依舊(jiu)維(wei)穩(wen)不(bu)(bu)動,多晶(jing)(jing)用(yong)料(liao)受到需(xu)求逐漸加溫與(yu)供給不(bu)(bu)足(zu)影(ying)(ying)響,價(jia)(jia)格(ge)開始松動并且向上(shang)(shang)(shang)突破。目前(qian)海外價(jia)(jia)格(ge)修正區間為9.01~9.88USD/KG,均價(jia)(jia)上(shang)(shang)(shang)調至(zhi)9.27USD/KG,全(quan)球均價(jia)(jia)則是(shi)上(shang)(shang)(shang)調至(zhi)9.13USD/KG。國內單(dan)晶(jing)(jing)用(yong)料(liao)修正區間至(zhi)74~78RMB/KG,均價(jia)(jia)維(wei)持(chi)不(bu)(bu)變(bian)在(zai)76RMB/KG,多晶(jing)(jing)用(yong)料(liao)維(wei)持(chi)不(bu)(bu)變(bian)在(zai)61~64RMB/KG。
硅片
本(ben)周硅(gui)片(pian)價格維(wei)(wei)穩(wen)不(bu)動。目(mu)前海(hai)外市場單晶(jing)(jing)156.75mm產品(pin)(pin)(pin)維(wei)(wei)持(chi)不(bu)變(bian)在(zai)(zai)0.395~0.421USD/Pc,大尺(chi)寸158.75mm產品(pin)(pin)(pin)也是維(wei)(wei)持(chi)不(bu)變(bian)在(zai)(zai)0.445~0.455USD/Pc,161.75mm以(yi)上尺(chi)寸維(wei)(wei)持(chi)不(bu)變(bian)在(zai)(zai)0.460USD/Pc。多晶(jing)(jing)硅(gui)片(pian)上調區(qu)間至0.234~0.238USD/Pc,黑硅(gui)產品(pin)(pin)(pin)維(wei)(wei)持(chi)不(bu)變(bian)在(zai)(zai)0.260USD/Pc,鑄錠(ding)單晶(jing)(jing)則(ze)為(wei)0.339~0.343USD/W。國內156.75mm單晶(jing)(jing)維(wei)(wei)持(chi)不(bu)變(bian)在(zai)(zai)3.02~3.15RMB/Pc,大尺(chi)寸158.75mm產品(pin)(pin)(pin)維(wei)(wei)持(chi)不(bu)變(bian)在(zai)(zai)3.30~3.40RMB/Pc,161.75mm尺(chi)寸維(wei)(wei)持(chi)不(bu)變(bian)在(zai)(zai)3.45RMB/Pc。多晶(jing)(jing)維(wei)(wei)持(chi)不(bu)變(bian)在(zai)(zai)1.82~1.86RMB/Pc,黑硅(gui)產品(pin)(pin)(pin)維(wei)(wei)持(chi)不(bu)變(bian)在(zai)(zai)2.06RMB/Pc。
電池片
本周電(dian)池(chi)(chi)片(pian)(pian)市場價(jia)格也跟進上游維(wei)(wei)(wei)穩不(bu)動,年(nian)假過(guo)后的(de)返工之(zhi)際,尚未出現(xian)急迫的(de)需求產生。目前(qian)海外一般(ban)多晶電(dian)池(chi)(chi)片(pian)(pian)維(wei)(wei)(wei)持(chi)不(bu)變(bian)在(zai)0.102~0.123USD/W,一般(ban)單晶電(dian)池(chi)(chi)片(pian)(pian)維(wei)(wei)(wei)持(chi)不(bu)變(bian)在(zai)0.105~0.115USD/W,高效(xiao)單晶電(dian)池(chi)(chi)片(pian)(pian)維(wei)(wei)(wei)持(chi)不(bu)變(bian)在(zai)0.131~0.150USD/W,特高效(xiao)單晶電(dian)池(chi)(chi)(>21.5%)維(wei)(wei)(wei)持(chi)不(bu)變(bian)在(zai)0.121~0.178USD/W。
國內一(yi)般多晶(jing)(jing)(jing)電(dian)池片(pian)維(wei)(wei)持(chi)(chi)不(bu)(bu)變(bian)在(zai)(zai)(zai)0.82~0.85RMB/W,高效多晶(jing)(jing)(jing)電(dian)池片(pian)維(wei)(wei)持(chi)(chi)不(bu)(bu)變(bian)在(zai)(zai)(zai)0.85RMB/W,一(yi)般單(dan)(dan)晶(jing)(jing)(jing)電(dian)池片(pian)維(wei)(wei)持(chi)(chi)不(bu)(bu)變(bian)在(zai)(zai)(zai)0.82~0.85RMB/W,高效單(dan)(dan)晶(jing)(jing)(jing)電(dian)池片(pian)維(wei)(wei)持(chi)(chi)不(bu)(bu)變(bian)在(zai)(zai)(zai)0.91~0.95RMB/W,特高效單(dan)(dan)晶(jing)(jing)(jing)(>21.5%)電(dian)池片(pian)維(wei)(wei)持(chi)(chi)不(bu)(bu)變(bian)在(zai)(zai)(zai)0.95~1.00RMB/W。雙面高效單(dan)(dan)晶(jing)(jing)(jing)電(dian)池片(pian)維(wei)(wei)持(chi)(chi)不(bu)(bu)變(bian)在(zai)(zai)(zai)0.96RMB/W,雙面特高效單(dan)(dan)晶(jing)(jing)(jing)(>21.5%)電(dian)池片(pian)維(wei)(wei)持(chi)(chi)不(bu)(bu)變(bian)在(zai)(zai)(zai)1.01RMB/W。
組件
本周組件市(shi)場價(jia)(jia)格依舊漲跌(die)互見(jian),主要(yao)是(shi)單(dan)晶(jing)跌(die)多多晶(jing)緩漲,估計與市(shi)場需(xu)求走(zou)向有(you)關連,隨著國(guo)內戶用(yong)截止(zhi)日與競價(jia)(jia)補貼項(xiang)目相繼開(kai)出(chu),對(dui)于多晶(jing)產(chan)(chan)品需(xu)求由此(ci)可知。目前(qian)海外270W~275W產(chan)(chan)品修(xiu)正區間至(zhi)0.206~0.248USD/W,均(jun)價(jia)(jia)維(wei)(wei)持(chi)不(bu)(bu)變(bian)在(zai)0.210USD/W,280W~285W產(chan)(chan)品修(xiu)正區間至(zhi)0.213~0.220USD/W,均(jun)價(jia)(jia)維(wei)(wei)持(chi)不(bu)(bu)變(bian)在(zai)0.216USD/W,290W~295W產(chan)(chan)品維(wei)(wei)持(chi)不(bu)(bu)變(bian)在(zai)0.235~0.251USD/W,300W~305W產(chan)(chan)品修(xiu)正區間至(zhi)0.265~0.315USD/W,均(jun)價(jia)(jia)維(wei)(wei)持(chi)不(bu)(bu)變(bian)在(zai)0.268USD/W,>310W產(chan)(chan)品修(xiu)正區間至(zhi)0.253~0.410USD/W,均(jun)價(jia)(jia)維(wei)(wei)持(chi)不(bu)(bu)變(bian)在(zai)0.290USD/W。
國內270W~275W產(chan)品修正區(qu)間(jian)至(zhi)(zhi)(zhi)1.65~1.75RMB/W,均(jun)價(jia)維持不變(bian)在1.72RMB/W,280W~285W維持不變(bian)在在1.76~1.85RMB/W,290W~295W產(chan)品修正區(qu)間(jian)至(zhi)(zhi)(zhi)1.80~1.90RMB/W,均(jun)價(jia)下調(diao)至(zhi)(zhi)(zhi)1.85RMB/W,300W~305W產(chan)品修正區(qu)間(jian)至(zhi)(zhi)(zhi)1.87~2.03RMB/W,均(jun)價(jia)下調(diao)至(zhi)(zhi)(zhi)1.95RMB/W,>310W產(chan)品修正區(qu)間(jian)至(zhi)(zhi)(zhi)1.90~2.13RMB/W,均(jun)價(jia)下調(diao)至(zhi)(zhi)(zhi)1.95RMB/W。