今天的一些重點信息
作者 | 明野
數據支持 | 勾股大數據（www.gogudata.com）
大家好，我是明野！
今天市場可以説是非常好了，大家心情應該都不錯。最近在忙嘉年華的活動，所以寫的內容估計不會特別多。有問題可以多留言，後台可以多交流！
今天一個熱點是硅料降價，其實昨天尾盤就有資金衝進去博弈硅料降價的，今天也果然降了。近兩週硅料實際成交量萎縮、上下游博弈情緒濃厚，在低庫存、高週轉的硅片龍頭率先降價的背景下，下游訂單落實的二線企業採購力度或相應降低，帶動硅料後續成交價格實質性下行。
近期硅料投產進度持續加快，年底起新增供給釋放引導價格進一步回調。大全方面，公司公吿12月6日4B項目已開始投產運行，較原定計劃提前接近一個月。通威方面，11月30日上午9時，永祥新能源二期51萬噸高純晶硅項目首批產品出爐，質量指標一次性達到太陽能級特級品以上打破行業內"半年質量爬坡期”的定律。明年硅料供給釋放將支撐270-280GW的組件需求。
光伏博弈短期沒啥意義，要看大方向，降價最終將會帶動需求的上升，也一定會帶動前端產業鏈量的上升。可以關注下對價格敏感低的分佈式光伏，輔材環節。另外明年一體化組件的盈利修復也比值得關注。
電力也不錯，主要消息是有相關會議的召開
1. 有關部門通過研究確定明年長協價格550-850區間較為合理，對應長協坑門:山西350-650.陝西280-560蒙西250-510
2. 港煤炭市場價不得超過1200，超過講通過價格法等手段干預。
3. 儘快完成兩億噸煤炭儲備。
4. 重新研究確定煤電價格體系，煤價(基準700)每上漲25元，電價漲1分。
5. 進一步加強國有煤礦管理，國企本次核增產能9000多萬，目前只有1000多萬產能完成核增手續其他需要儘快落實。
今天白酒其實沒啥特別信息，就還是提價預期，下週有五糧液的經銷商大會，之後有茅台的。其實消費品這波上漲基本靠漲價預期，但是按照現在的情況，其實很多消費品是漲不動的，但是高端白酒就不一樣，只是一個和經銷商博弈的過程，不是終端消費不行。
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