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內地規範光伏產業競爭秩序 本周多晶硅成交價格每噸突破5萬人幣
中國有色金屬工業協會硅業分會公布最新多晶硅價格顯示,本周多晶硅n型復投料成交價格每噸介乎4.5萬元人民幣(下同)至5.2萬元,每噸成交均價4.79萬元,按周上漲1.05%。n型顆粒硅成交價格每噸介乎4.5萬元至4.7萬元,每噸成交均價為4.6萬元,按周上漲3.37%。
本周多晶硅簽單企業數量有六家,市場價格穩中有升,其中大單成交價基本維持不變,小單成交價每公斤按周上漲1元至2元。而本周區間高價和均價同步上調。
價格延續漲勢的主因工信部等召開光伏產業座談會,明確進一步規範光伏產業競爭秩序的決心,給市場釋放堅定「反內捲」積極信號。同時,多晶硅企業協同限產限銷,在供需方面緩解市場壓力。
在限產方面,各家多晶硅企業都有不同程度的減產計劃,兩家龍頭企業減產力度最大,開工率下調將直接導致綜合成本增加。在限銷方面,硅料限制出貨,導致多晶硅供應在減產基礎上繼續縮減,疊加價格上漲預期下「買漲不買跌」心態,下游囤貨採購需求增加。(ta/w)
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