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【201】配额+关税或进口许可证费用 现有产能有望继续输美

美国国际贸易委员会(US International TradeCommission,USITC)于美国时间10月31日开会,由于委员各提出不同补救措施的建议,201将造成的影响尚未完全明朗,但目前方向偏向结合“进口配额”...
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单晶硅片调降、单多晶电池片同价 备战淡季

随着韩国硅料双反重审传闻将以对产业影响不大的税率落幕、美国201造成的冲击也在昨日稍有眉目,近期各项市场的不确定因素逐渐尘埃落定,接下来对市场影响较大的只有印度贸易战、明年中国内需市场抢装潮的波动、以及长期供不应求的硅料何时供应能够缓解。
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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。
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美国201带动海外供应链续涨 国内外价格开始分歧

在SolarWorld EU声请破产之后,美、欧洲市场存在着高效组件的空缺。五月起,非中国的高效组件询单已经明显升温,而后受到201的影响,美国市场需求转趋旺盛,组件价格开始上涨。
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