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光伏板塊走強 本週多晶硅市場價格延續上漲走勢
格隆匯 08-13 09:36
格隆匯8月13日丨光伏板塊走強,協鑫集成漲超8%,精功科技漲超4%,通威股份、福斯特、天合光能、隆基股份等走高。經歷長達近半年的降價後,隨着需求提升及供應趨緊,近期多晶硅市場價格呈上揚勢頭。8月12日,多晶硅太陽能級一級料國內市場報價達58666.67元/噸,與7月10日的44833.33元/噸相比,漲幅達30.86%。昨日,隆基股份官網再次調整硅片價格,明確硅料價格每變動3元/公斤,對應硅片價格調整0.05元/分。機構認為,隨着疫情影響逐步消退,下半年需求逐步釋放,且全球單晶佔比逐步上升,高品質硅料需求提升,多晶硅有望迎來供需反轉,市場價格迎向上拐點。預計2020年下半年合理含税價在70元/kg左右,對於具有成本優勢的龍頭企業而言,有望迎來量利齊升的高增長。

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