现货价格

首页 现货价格

12月电池片报价明显上涨 多晶硅片价格亦蠢蠢欲动

硅料价格

本周硅料价格依旧保持在上周水平,12月订单价格不管是硅料厂或硅片厂都还不愿放手,因此整体价格持续僵持。从下游多晶电池片出乎意料的起涨看来,硅料端的菜花料价格在12月应该有所保持,而单晶部分虽然需求也是稳定,但由于海外贸易价格略低于国内价格,加上单晶的集中度较高,以及后续供应会持续增加,预估12月致密料价格还会有几块钱的下修。致密料与菜花料的价差会再度缩小。目前海外部分,价格保持稳定,然而成交明显增加,显示12月市场需求并没有进一步下滑,甚至有所反弹,成交价格仍在每公斤8.3-9美元之间。

硅片价格

本周海外的多晶硅片价格,因为汇率关系持续下降,目前订单价格多在每片0.265-0.268美元之间,但由于整体需求稳定,因此12月初价格要再往下的空间有限。另一方面,由于多晶的需求转旺,加上电池片已经有所涨价,硅片端也蠢蠢欲动想要抬价,但考量到目前硅片端开工率并没有全满所形成的供需平衡情况下,一旦涨价可能再度刺激部分产出增加,因此短期内可能高低价有所提升,但整体的均价应无法有太大的提升。单晶硅片目前需求较好,12月价格基本不变。

电池片价格

电池片在本周陆续开始洽谈12月价格,从目前报价来看,除了常规单晶电池片以外,各项电池片价格几乎全面起涨。

PERC电池片直至12月依旧供不应求,在海内外全面一片难求的情势下,21.5%以上的双面单晶PERC电池片报价从11月的每瓦1.25元人民币上涨至1.28元人民币,21.5%以上的单面单晶PERC电池片报价上涨更是明显,从先前的每瓦1.2元人民币上涨至1.25元人民币上下。虽然PERC电池片报价明显抬升,但实际成交价仍在买卖双方拉锯,尚未达到报价的水平。在高效电池片依旧稀缺的情况下,预期后续有望以报价水平成交。

海外价格也一同起涨,尤其台湾市场适逢年底拉货潮,需求火热,单晶PERC电池片价格站上每瓦0.168-0.172元美金。

不仅单晶PERC需求火热,多晶也因为先前开工率持续下降而使得近期供应略为紧张,电池厂纷纷抬高12月的多晶电池片报价,国内报价来到每瓦0.88元人民币上下、海外价格则希望涨至0.107元美金以上。目前组件厂尚未接受多晶电池片的上涨,实际情形预期后续几天会较明朗。

组件价格

虽电池片起涨抬升组件成本,但年底组件价格早已谈定,短期内已不会出现太多变动。目前看来明年1月有领跑者的递延需求、以及农历年前的备货潮,订单应不会太冷清。然而,预期农历年后需求还是将明显转弱,从近期组件厂的报价来看,明年一季度组件价格仍将缓步下跌。

上一篇 返回上页 下一篇

欢迎您光临PV InfoLink网站(http://www.pvinfolink.com,以下简称“本网站”),请您详阅下方的本网站的使用条款、以保障双方权益,若使用本网站则表明您已知悉并完全接受这些条款。

§ 1 免责声明

本网站合法获取信息,并尽可能以可靠、准确、完整的信息为基础,但不保证本网站信息的绝对准确性和绝对完整性,亦不对任何人的市场操作、投资建议负任何责任。PV InfoLink保留随时补充、修订或更改有关信息的权利,但并不保证随时发布。

 § 2 版权声明

本网站中的商标、名称、版面设计、自有文章、图片、图表等内容之版权归PV InfoLink所有。对于内容中所含的版权和其他所有权声明,使用者应予以尊重并在其转载、副本中予以保留。如果网站内容无权利声明,并不代表本网站对其不享有权利,也不意味着本网站不主张权利,使用者应根据诚信原则尊重该内容的合法权益并进行合法使用。

§ 3 转载及链接

本网站出于促进业界同仁思想交流和研究探讨之目的,可能包含转载文章或连接到第三方网页上的链接。转载文章所阐述的观点只代表该作者自身观点,本网站转载并不代表赞成或反对其观点。另外,本网站对外部链接并不负审查义务,不担保其准确性及完整性。在收集原始素材时,PV InfoLink尽可能注明文章的作者和来源,如文章作者或版权所有者对此存有异议,并不希望本网站引用、转载,请联系我们,本网站将立即予以删除。

§ 4 拒绝提供担保

本网站不提供任何明示或暗示的担保,包含但不限于商业适售性、特定目的之适用性及未侵害他人权利。

本网站之目的为提供使用者参考使用,使用者须自行判断该等资料之即时性及适用性。若有任何交易或投资决定,皆由使用者自行承担相关责任。

若使用者透过本网站与其他厂商进行商品或服务之买卖、或各种交易行为,此时仅使用者与厂商间有契约关系存在,本网站并不介入或参与。如该商品或服务有任何瑕疵或纠纷时,请使用者与其契约方径行联络解决,本网站对此不负任何担保责任

本使用条款之订立、修改、更新及最终解释权均属PV InfoLink所有。若您对于本使用条款或本网站有任何问题或建议,欢迎来信service@pvinfolink.com

Welcome to PV InfoLink website (http://www.pvinfolink.com, hereinafter referred to as “this website”). Please read this terms of use agreement carefully to protect the interests of both parties. By accessing this website, you know and fully agree with these terms.

§1 Disclaimer

Information on this website is legally obtained and is based on reliable, accurate, and complete information. But absolute accuracy and completeness is not guaranteed. We assume no responsibility for anyone’s market operation or investment advice. PV InfoLink reserves the right to add, revise, or alter website information anytime, but information will not be guaranteed to be published all the time. 

§2 Copyright statement

The copyright of trademark, name, website layout, articles, photos, charts, etc. on this website are the properties of PV InfoLink. For the copyright and other proprietary statement contained in the content, users should show the respect and cite sources when sharing the article. If the website has no copyright statement, it does not mean that its contents are not protected. Users should respect the legitimate rights for use based on the principle of integrity.

§3 Share and link

This website may share articles or put subcontractor’s link on this website for the purpose of facilitating peer exchange and research. The point of view for the shared article is author’s own point of view. This website does not represent in favor or against the author’s point of view. In addition, this website does not have an obligation to review external links and does not guarantee its accuracy and completeness. For the collection of original sources, we will try to cite the author and source as much as possible. If the author or copyright owner has any opinions and do not want this website to refer or share their content, please contact us. The article will be removed immediately. 

§4 Refuse to provide warranty

This website does not provide any express or implied warranties, including but not limited to commercial suitability, fitness for a particular purpose, and non-infringement of the rights of others.

This website is for reference only. Users should determine the immediacy and applicability of such information themselves and have to be responsible for any transaction or investment decisions made.

If users conduct trade transactions with other manufacturers through this website, only the user and the manufacturer have a contractual relationship. This website is not involved in it. If the product or service has any flaws or disputes, users will have to contact the contractor. This website will assume no responsibility for such matters.

The making, modification, renewal, and final interpretation of this Terms of Use are the properties of PV InfoLink. If you have any questions or suggestions regarding this Terms of Use or this website, please contact us at service@pvinfolink.com.

研究方法及免责声明

PV InfoLink的现货价格主要来自平时与业界的面谈、
电话访问或通讯软体等沟通渠道讨论所取得,参考超过100家厂商之信息。
主要取市场上最常成交的众数数据作为均价(并非加权平均值)、
但每周根据市场分为略有微调,且加上PV InfoLink专业分析群的市场预测。
我们力求信息的全面性与完整性,惟此信息仅供参考使用,
我们不对任何人的市场操作、投资建议负任何责任。

PV InfoLink gathers price information from face-to-face/phone interviews and other ways of communication with more than 100 PV companies. We get our average price from the most common transactional data in the market (not weighted average), but prices are slightly adjusted every week according to market conditions. With PV InfoLink’s professional market forecast, we seek the fullness and completeness of the information, but this information is just for reference. We assume no responsibility for anyone’s market operation or investment advice.