硅料“雪崩”傳聞刺激!光伏、儲能概念反彈,通威迴應:目前滿產滿銷,價格沒變化
近日,有網傳消息稱,現在市場上250元/千克的多晶硅緻密料基本無人問津。
受此影響,光伏、儲能概念股反彈,永福股份漲超17%,海得控制、天洋新材、意華股份等漲停,陽光電源、邁為股份等跟漲。

通威迴應:目前肯定沒到那麼低的價格
近日,有網傳消息稱,現在市場上250元/千克的多晶硅緻密料基本無人問津,買方都在持幣觀望。光伏行業媒體PV InfoLink昨日公佈的最新價格顯示,多晶硅緻密料最低價報287元/千克,均價報295元/千克。
對此,通威股份投資者關係部門相關人士迴應稱,多晶硅行業主要以幾個大型及龍頭企業為主,主要是籤長單。一般來説,長單每月的量是合同定好的,但是價格是每個月議定,所以目前的價格還沒有發生變化。最近會確定12月的價格。
對於多晶硅價格,上述人士表示,行業每週公佈的價格變化一般都是統計的中小企業散單價格,後續可以關注幾個大型及龍頭企業確定的長單價格可能會更有參考性。市場可能認為硅料未來價格(繼續增長或保持)有壓力,但是目前還沒有發生變化。
對於市場傳聞,上述人士表示,目前肯定是沒有到“2”那麼低的價格,通威股份目前都是滿產滿銷,沒有什麼庫存的,不存在無人問津。
儘管價格可能沒有傳聞所説的那麼誇張,但硅料價格確實處於下行區間,從而帶動下游硅片、電池片價格下調。近日,硅片龍頭TCL中環和隆基綠能相繼宣佈下調產品價格。
產業鏈博弈激烈
與此同時,隨着價格下行趨勢已現,買賣雙方之間的價格博弈也變得激烈。據中證報報道,光伏行業某龍頭企業高級採購人員表示,目前多晶硅緻密料價格並沒有這麼低。“現在買賣雙方博弈是真的,都沒有出價。”
PVInfoLink也表示,時至月末,上游買賣雙方僵持氣氛濃郁,雙方試探性價格尚且難以達成一致。上週上游環節成交積極性不高,預計博弈時間延長且程度激烈。
PVInfoLink還預計,截止上月末,硅料環節的異常庫存水平累積規模仍然有限,但是隨着本月硅料產量規模環比繼續提升和下游需求逐步萎縮,年末時候硅料環節整體庫存水平恐將堆高,這也是近兩年來第一次出現庫存反轉的信號。
海通證券電新團隊認為,12月-明年1月,光伏行業將出現拐點。硅料價格可能在12月大幅下跌,與去年12月硅料從27萬下跌至21萬劇本雷同:1)國內搶裝接近收尾;2)降庫存壓力;3)這個月產業鏈博弈性最強。
硅料價格下行,光伏產業鏈中下游有望受益。中銀證券建議優先配置業績確定性較強的電池片新技術、一體化組件、儲能、優質逆變器、組件輔材與格局較好的緊缺環節。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.