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光伏股揚 國信證券指內地多家企業上調矽片報價8%至逾11% 本周多晶矽報價調高25%至35%
光伏相關股今早向上,信義光能(00968.HK)盤中曾高見3.03元一度彈高6.7%,最新報2.97元上揚4.6%,新特能源(01799.HK)彈高5.7%,信義玻璃(00868.HK)升0.6%,而福萊特玻璃(06865.HK)漲3.4%報10.96元。 國信證券發表報告,指內地多家企業上調矽片報價,不同尺寸的矽片漲價幅度在8%至11.7%。就矽片價格上漲:7月9日,多家矽片企業上調矽片報價,其中N型183矽片漲價11.1%至每片1.0元人民幣(下同),N型210R矽片漲價11.7%至1.15元/片,N型210矽片漲價8.0%至1.35元/片。根據該行的測算,漲價後N型183矽片單位毛利提高至-0.27元/片(對應-0.03元/W),虧損幅度有所收窄。 此外,根據矽業分會報道,本周多晶矽報價大幅上調25%-35%,報價區間每噸提升至4.5至5.萬元;緻密料的成交價每噸提升至3.7萬元,但新訂單成交量有限,本周成交均價為3.4萬元/噸,按周增長6.5%。根據InfoLink數據,本周N型緻密料成交均價為3.5萬元/噸,按周持平。
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