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降價向下遊傳導!通威太陽能下調電池片價格,降幅超20%

今日,通威太陽能也公佈了最新的電池片價格,相比10月份,價格大幅下調。

通威太陽能官網顯示,公司182mm、210mm的單晶PERC電池價格分別為1.07元/W、1.06元/W。相比之下,10月25日,通威太陽能曾略微上調電池片價格,166mm、182mm、210mm單晶PERC電池價格分別為1.31元/W、1.33元/W1.33元/W。

以此計算,通威太陽能電池片價格下調20.3%。

此前,隆基綠能和TCL中環都已經下調上游硅片價格,中環降價23%,隆基降價27%。

由此可見,光伏行業鏈的降價正在從上游往下傳導。至於降價的原因,一方面,此前受利潤驅使,上游企業大幅擴產,導致供應增加;另一方面,臨近年底,行業需求進入淡季。此外,由於市場預計產業鏈價格將下行,持觀望態度。

與此同時,隨着行業原材料價格的鬆動,光伏相關個股在二級市場上也有所表現。今日,POE膠膜板塊漲幅居前,天陽新材、鼎際得、綠康生化漲停,海優新材漲超7%,賽伍技術漲超6%。

光伏概念指數這兩日也是強勢上漲,漲了5%。陽光電源、福斯特今日漲5%,愛旭股分、上能電氣、帝科股份等漲超4%。

展望行業未來,中信建投預計,1月預計排產環比持平略降,春節後2月開始行業排產有望明顯進入上行階段。後續硅料降價後,在需求旺盛的背景下,產業鏈利潤有望進一步向製造環節轉移。

招商證券認為,目前硅料供需態勢已開始逆轉,預計春節前硅料的實際降幅可能可以支撐1.7-1.8元/W左右的組件價格,將激發大規模補裝需求,尤其是價格敏感且有併網時限的電站需求增長會更快,國內大基地項目有補裝需求,而歐洲電站審批流程簡化因而其電站審批將爆發。除中、歐之外,再考慮美洲、中東市場的向好,明年光伏製造端有望實現好的增長。

推薦組件一體化:晶科能源、晶澳科技、天合光能、隆基股份、東方日升、通威股份等;輔材:石英股份、激智科技、福斯特、海優新材、賽伍技術,聚和材料;新技術應用:晶科能源、鈞達股份、愛旭股份、捷佳偉創、陽光電源、錦浪科技。

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