现货价格

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海外组件供应持续告急 美国市场价格再攀高

硅料

硅料八月订单已陆续成交,成交价维持在先前每公斤120- 122人民币的水平,随着七月硅片需求依旧稳定,预期近期硅料市场价格都会维持在较为平稳的状态。

硅片

多晶硅片本周没有太多新的成交,国内价格持平,台湾市场则因为多晶硅片缺货情形尚未缓解、后续电池片依旧有欧洲市场订单使得需求有支撑,多晶硅片价格略有走高。

单晶硅片本周现货价格微幅下跌,随着常规单晶电池片价格持续下降,预期下周单晶硅片价格也需要再做一波修正。

电池片

多晶电池片价格已经封顶,价格持平在大陆每瓦1.8- 1.83人民币、台湾每瓦0.230- 0.233美金。近期虽多晶订单依旧畅旺,但预期下旬需求将逐渐转弱,届时价格难以维持。

国内常规单晶电池片需求急转直下,本周价格由上周每瓦1.92- 1.95人民币跌至每瓦1.9- 1.93人民币,随七月中旬以后国内需求持续转弱,下周可能有比较大的降幅,也使得国内单、多晶电池片的价差收敛至每瓦仅0.1人民币。非国内的常规单晶价格则因为有海外市场支撑,价格较为平稳。

组件

组件预期三季度可能都会维持在国内、海外两样情的状态。国内单晶组件供不应求的态势已经解除,现货市场价格下探至每瓦2.9-3.05人民币,且八月订单能见度不佳。

美国市场则因为供不应求情况严重,价格持续上攻。目前美国市场的需求多为常规多晶以及高效单晶组件,常规多晶价格近期涨回每瓦0.38美金、300W PERC单晶组件价格也都在每瓦0.45美金以上,使得先前双反税率在30 %左右的一线大厂,又重新评估由本土产能输美的可能性,若美国价格持续上扬,本土产能输美的量有望扩大。

而在海外组件产能都紧急供应美国市场的情况下,欧洲市场也逐渐出现供不应求的状况,除了原先产能吃紧的东南亚厂以外,印度一线场也有明显受惠,预期美、欧两大市场的需求将使三季度的海外组件价格颇有支撑。

本周硅料、硅片、电池片大多都在执行七月初洽谈完的订单,使得多晶产品市场成交价并未出现太多的波动、单晶则持续走弱。组件部分,受到“201效应“紧急拉货的影响,美国市场价格持续突破。

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