光伏板塊走強 硅料硅片價格上漲 四季度有望迎裝機潮
格隆匯7月27日丨光伏板塊走強,三超新材漲超9%,陽光電源漲超7%,東方日升、福斯特漲超6%,通威股份、隆基股份漲超5%。步入7月,多晶硅價格迎來上揚。據券商調研,一線硅料廠商已將緻密料價格上調至70元/kg,復投料上調至72元/kg,分別較上週環比上漲15.5%、14.8%。多晶硅料價格已連續三週上漲,目前單晶緻密料較三週前最低點上漲19.5%。7月24日,多晶硅大廠隆基和電池片大廠通威雙雙提高8月產品定價,這也是今年以來硅片和電池片首次漲價。分析稱,上游硅料、硅片漲價更深層次原因或是光伏電站的強勁需求,產業鏈企業集體擴產所致,單晶硅片龍頭隆基股份、中環股份都計劃今年產能大幅提升,還有電池組件企業晶澳、電池廠商通威股份等,都較去年產能將有很大提升。今年四季度或有望迎來裝機高峯。

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