A股異動 | 有機硅板塊普漲 多晶硅集採價格發佈暫停
格隆匯9月9日丨有機硅板塊普漲,合盛硅業、集泰股份漲5%,東嶽硅才漲3.7%,潤禾材料漲2.3%。新安股份、晨光新材、硅寶科技漲1%。中國有色金屬工業協會硅業分會發佈吿示稱,受多重因素的影響,部分供應鏈價格持續震盪上漲,衝擊晶硅光伏產業穩定運行。硅業分會稱,為避免安泰科採集發佈的多晶硅價格被過度解讀、造成誤解,決定自本週起,暫停該採集價格的發佈。此前,硅料價格持續上漲,已創下十年新高。硅業分會上週公佈的數據顯示,國內單晶復投料成交均價為30.72萬元/噸,單晶緻密料成交均價為30.51萬元/噸。另外,電池及硅片龍頭TCL中環、通威股份先後提價。展望後市,InfoLink預期電池片在本月供應緊張下仍將維持高檔,後續端看短期供需情勢,在終端需求未出現超預期水平、電池片產出持續增長下,有望在10月下旬或將出現鬆動跡象。組件方面,InfoLink認為,9月國內組件排產回升至25~26GW的水平,然而仍須視電池片是否能採購足量而定,預計本月組件價格也難出現下行。

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