單晶硅片價格降幅30%，光伏ETF下跌
格隆匯5月30日丨光伏板塊繼續走低，福斯特、隆基綠能、通威股份、億晶光電跌超3%。
ETF方面，光伏ETF全線下跌，光伏ETF華安、華泰柏瑞基金光伏ETF等升超2%，本月光伏ETF跌超6%，今年以來跌超13%。
目前市面上有10只光伏ETF產品，其中規模最大的是華泰柏瑞基金光伏ETF，最新規模為147億元，跟蹤的標的是中證光伏產業指數。中證光伏產業指數從滬深市場主營業務涉及光伏產業鏈上、中、下游的上市公司證券中中，選取不超過50只最具代表性上市公司證券作為指數樣本，以反映滬深市場光伏產業上市公司證券的整體表現。該指數的前十大權重是陽光電源、TCL中環、通威股份、隆基綠能、特變電工等覆蓋上下游的產業鏈龍頭股。
光伏板塊下跌，消息面上，隆基綠能公示5月單晶硅片價格，“單晶硅片P型M10 150μm厚度”由6.3元下調至4.36元，降幅30.8%；“單晶硅片P型M6 150μm厚度”價格由至5.44元下調至3.81元，降幅30%。
千億光伏龍頭股價“閃崩”後緊急回購護盤。天合光能昨晚公吿稱，擬斥資3億元-6億元回購股份，全部用於員工持股計劃或股權激勵，回購價格不超過65元/股。
另外，公司擬聯合四川什邡國有公司，投資107億元建設年產25GW單晶拉棒及配套項目。
近期SNEC（上海新能源大會）論壇，一家光伏廠商的負責人表示：“今天這個Party（展會），在接下來的三四年時間裏是很難被超越的。”業內人士的這個判斷，給行業上了一盆冷水。據公開信息顯示，當下光伏行業上下游博弈激烈，體現在兩個方面：第一，產品差異化小，各廠商技術路線雖方向不同，但差異並未特別明顯。第二，價格競爭激烈，一些希望在組件領域上發力的廠商或二三線廠商，招標時給了極低報價，甚至有些情況下報出的價格比第三方還要低。
總體上，今年SNEC論壇在行業競爭激烈的背景下，多家光伏企業負責人都提到要減少無序競爭，構建良性的行業新生態。回顧國內光伏產業跌宕起伏的發展歷程，過去曾遭遇過多次過剩危機，但每次都能化險為夷，而這次業內人士卻表示悲觀。
一位企業負責人接受採訪時表示，行業最困難的時刻可能會在明年上半年來臨。不過，也有廠商表示，行業排名已經基本穩定下來了，技術領先的產品不會過剩。
浙商證券認為，“降本增效、科技創新”是光伏永恒主題，新技術迭代不斷、使下游加速擴產。
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