Gessey:1月2日每日光伏市場行情2025-01-02 17:56來源:gessey瀏覽數:480次
現貨市場價格變動: 多晶硅: 今日硅(gui)(gui)料價(jia)(jia)格整體(ti)維(wei)穩今日N型(xing)料主流價(jia)(jia)格在(zai)(zai)39-43元/公(gong)(gong)斤(jin)(jin),均(jun)價(jia)(jia)40.5元/公(gong)(gong)斤(jin)(jin)。N型(xing)顆(ke)粒(li)硅(gui)(gui)主流價(jia)(jia)格在(zai)(zai)36-38元/公(gong)(gong)斤(jin)(jin),均(jun)價(jia)(jia)37元/公(gong)(gong)斤(jin)(jin)。國(guo)產復投特級(ji)硅(gui)(gui)料主流價(jia)(jia)格在(zai)(zai)33-36元/公(gong)(gong)斤(jin)(jin),均(jun)價(jia)(jia)35元/公(gong)(gong)斤(jin)(jin),國(guo)產致密特級(ji)硅(gui)(gui)料主流價(jia)(jia)格在(zai)(zai)32-35元/公(gong)(gong)斤(jin)(jin),均(jun)價(jia)(jia)34元/公(gong)(gong)斤(jin)(jin)。 硅片: 今日硅片(pian)(pian)(pian)(pian)價格(ge)整體維(wei)穩, 182mm單晶(jing)(jing)硅片(pian)(pian)(pian)(pian)主流(liu)現(xian)貨(huo)價格(ge)維(wei)持(chi)(chi)1-1.15元(yuan)(yuan)/片(pian)(pian)(pian)(pian),均(jun)價1.08元(yuan)(yuan)/片(pian)(pian)(pian)(pian)。210mm單晶(jing)(jing)硅片(pian)(pian)(pian)(pian)主流(liu)現(xian)貨(huo)價格(ge)維(wei)持(chi)(chi)1.6-1.7元(yuan)(yuan)/片(pian)(pian)(pian)(pian),均(jun)價1.65元(yuan)(yuan)/片(pian)(pian)(pian)(pian)。N型-182mm單晶(jing)(jing)硅片(pian)(pian)(pian)(pian)主流(liu)現(xian)貨(huo)價格(ge)維(wei)持(chi)(chi)1.05-1.1元(yuan)(yuan)/片(pian)(pian)(pian)(pian),均(jun)價1.08元(yuan)(yuan)/片(pian)(pian)(pian)(pian)。N型-210mm單晶(jing)(jing)硅片(pian)(pian)(pian)(pian)主流(liu)現(xian)貨(huo)價格(ge)維(wei)持(chi)(chi)1.42-1.5元(yuan)(yuan)/片(pian)(pian)(pian)(pian),均(jun)價1.45元(yuan)(yuan)/片(pian)(pian)(pian)(pian)。N型-210Rmm單晶(jing)(jing)硅片(pian)(pian)(pian)(pian)主流(liu)現(xian)貨(huo)價格(ge)1.15-1.25元(yuan)(yuan)/片(pian)(pian)(pian)(pian),均(jun)價1.25元(yuan)(yuan)/片(pian)(pian)(pian)(pian)。 電池片: 今(jin)日電池片價(jia)(jia)格(ge)整(zheng)體維穩,23%以上182mm尺(chi)寸雙(shuang)面單晶perc主(zhu)流價(jia)(jia)格(ge)在(zai)0.27-0.29元(yuan)(yuan)/瓦(wa)(wa)(wa),均(jun)價(jia)(jia)0.275元(yuan)(yuan)/瓦(wa)(wa)(wa)。23%以上210mm雙(shuang)面單晶perc主(zhu)流價(jia)(jia)格(ge)在(zai)0.28-0.3元(yuan)(yuan)/瓦(wa)(wa)(wa),均(jun)價(jia)(jia)0.28元(yuan)(yuan)/瓦(wa)(wa)(wa)。24.3%以上182mm雙(shuang)面Topcon電池片主(zhu)流價(jia)(jia)格(ge)在(zai)0.275-0.285元(yuan)(yuan)/瓦(wa)(wa)(wa),均(jun)價(jia)(jia)0.285元(yuan)(yuan)/瓦(wa)(wa)(wa)。24.3%以上210mm雙(shuang)面Topcon電池片主(zhu)流價(jia)(jia)格(ge)在(zai)0.28-0.29元(yuan)(yuan)/瓦(wa)(wa)(wa),均(jun)價(jia)(jia)0.29元(yuan)(yuan)/瓦(wa)(wa)(wa)。24.3%以上210Rmm雙(shuang)面Topcon電池片主(zhu)流價(jia)(jia)格(ge)在(zai)0.275-0.29元(yuan)(yuan)/瓦(wa)(wa)(wa),均(jun)價(jia)(jia)0.285元(yuan)(yuan)/瓦(wa)(wa)(wa)。 組件: 今日組件價(jia)格(ge)小(xiao)幅波動,雙(shuang)面單(dan)晶perc組件(182系列(lie))價(jia)格(ge)在0.6-0.67元/ 瓦(wa),均價(jia)為0.665元/瓦(wa),下跌0.75%。雙面單晶perc組件(210系列)價格在0.62-0.68元(yuan)(yuan)/ 瓦(wa),均價為0.67元(yuan)(yuan)/ 瓦(wa),下跌1.47%。N型(xing)雙(shuang)(shuang)面Topcon 組件(182系(xi)列(lie))價(jia)(jia)格(ge)(ge)在(zai)0.64-0.7元(yuan)/ 瓦,均(jun)價(jia)(jia)為(wei)(wei)0.7元(yuan)/瓦。N型(xing)雙(shuang)(shuang)面Topcon 組件(210系(xi)列(lie))價(jia)(jia)格(ge)(ge)在(zai)0.65-0.71元(yuan)/ 瓦,均(jun)價(jia)(jia)為(wei)(wei)0.71元(yuan)/瓦。N型(xing)雙(shuang)(shuang)面HJT組件(210系(xi)列(lie))價(jia)(jia)格(ge)(ge)在(zai)0.69-0.78元(yuan)/ 瓦,均(jun)價(jia)(jia)為(wei)(wei)0.75元(yuan)/瓦。中國區(qu)項目(大于530W)價(jia)(jia)格(ge)(ge)在(zai)0.645-0.71元(yuan)/ 瓦,均(jun)價(jia)(jia)為(wei)(wei)0.685元(yuan)/瓦。歐(ou)洲港口現(xian)貨價(jia)(jia)格(ge)(ge)在(zai)0.085-0.101美(mei)(mei)(mei)元(yuan)/ 瓦,均(jun)價(jia)(jia)為(wei)(wei)0.094美(mei)(mei)(mei)元(yuan)/瓦。印度(du)港口現(xian)貨價(jia)(jia)格(ge)(ge)在(zai)0.098-0.22美(mei)(mei)(mei)元(yuan)/ 瓦,均(jun)價(jia)(jia)為(wei)(wei)0.215美(mei)(mei)(mei)元(yuan)/ 瓦。美(mei)(mei)(mei)國港口現(xian)貨價(jia)(jia)格(ge)(ge)在(zai)0.26-0.28美(mei)(mei)(mei)元(yuan)/ 瓦,均(jun)價(jia)(jia)為(wei)(wei)0.265美(mei)(mei)(mei)元(yuan)/ 瓦。 元旦后,整體價(jia)格維穩,P型組(zu)件(jian)由于春節前(qian)部分企業加速去庫存以(yi)及降價(jia)出貨(huo)套現,低功率產品(pin)市場(chang)進一步降價(jia)甩(shuai)貨(huo),報價(jia)也(ye)相對(dui)混(hun)亂,本周(zhou)整體降幅在(zai)(zai)0.05-0.1元/瓦。目前(qian)Perc組(zu)件(jian)182系列價(jia)格在(zai)(zai)0.6-0.67元/瓦,均價(jia)維持0.665元/瓦。反之N型環節上(shang)游硅片、電(dian)池(chi)片報價(jia)堅穩,N型電(dian)池(chi)片環節的節前(qian)均價(jia)上(shang)漲,目前(qian)主(zhu)流均價(jia)在(zai)(zai)0.285元/瓦,部(bu)分企業針對市場訂(ding)單預期仍有上(shang)(shang)漲(zhang)預期,電池片上(shang)(shang)漲(zhang)后促(cu)使組件(jian)(jian)成本上(shang)(shang)升,預計組件(jian)(jian)成本水平接近(jin)0.705元/瓦,成本的上(shang)升(sheng)促使部(bu)分組件針對現貨(huo)底部(bu)價(jia)(jia)(jia)格抬高報價(jia)(jia)(jia),前期低價(jia)(jia)(jia)資源市場有(you)明顯(xian)減少報價(jia)(jia)(jia),底部(bu)從0.63元/瓦上(shang)漲(zhang)至0.65-0.66元/瓦。 期貨市場 行情走勢:主力合約收(shou)盤價為(wei)(wei)42570元 / 噸(dun),前結算價為(wei)(wei)42455元/噸(dun),收(shou)盤價較前結算價漲幅為(wei)(wei)0.27% ,收(shou)盤價較開(kai)盤價漲255元/噸(dun),漲幅為(wei)(wei)0.60%,成交量為(wei)(wei)36858手(shou),持倉量為(wei)(wei)30447手(shou)。
免責聲明:Gesse蓋(gai)錫(xi)(xi)(xi)(xi)(xi)咨(zi)詢(xun)(xun)力求提供(gong)的(de)(de)(de)(de)信(xin)(xin)(xin)息準確、信(xin)(xin)(xin)息所(suo)述內容及觀(guan)(guan)點的(de)(de)(de)(de)客(ke)觀(guan)(guan)公正,但(dan)并不(bu)保(bao)(bao)證其是否(fou)需(xu)(xu)要(yao)進行(xing)(xing)必要(yao)變更。Gesse蓋(gai)錫(xi)(xi)(xi)(xi)(xi)咨(zi)詢(xun)(xun)提供(gong)的(de)(de)(de)(de)信(xin)(xin)(xin)息僅供(gong)客(ke)戶(hu)(hu)決(jue)策(ce)參考,并不(bu)構成對(dui)客(ke)戶(hu)(hu)決(jue)策(ce)的(de)(de)(de)(de)直接(jie)建(jian)議,客(ke)戶(hu)(hu)不(bu)應以此取代自(zi)己(ji)的(de)(de)(de)(de)獨立(li)判(pan)斷,客(ke)戶(hu)(hu)做出的(de)(de)(de)(de)任(ren)何決(jue)策(ce)與Gessey蓋(gai)錫(xi)(xi)(xi)(xi)(xi)咨(zi)詢(xun)(xun)無關。本報(bao)告版權(quan)歸Gessey蓋(gai)錫(xi)(xi)(xi)(xi)(xi)咨(zi)詢(xun)(xun)所(suo)有,為非公開資料(liao),僅供(gong)Gessey蓋(gai)錫(xi)(xi)(xi)(xi)(xi)咨(zi)詢(xun)(xun)客(ke)戶(hu)(hu)自(zi)身使(shi)用(yong);本文為Gessey蓋(gai)錫(xi)(xi)(xi)(xi)(xi)咨(zi)詢(xun)(xun)編輯,如需(xu)(xu)使(shi)用(yong),請聯系news@nshw.net申請授(shou)權(quan),未(wei)經Gessey蓋(gai)錫(xi)(xi)(xi)(xi)(xi)咨(zi)詢(xun)(xun)書(shu)面(mian)授(shou)權(quan),任(ren)何人不(bu)得以任(ren)何形式傳(chuan)播、發布、復(fu)制本報(bao)告。Gessey蓋(gai)錫(xi)(xi)(xi)(xi)(xi)咨(zi)詢(xun)(xun)保(bao)(bao)留對(dui)任(ren)何侵權(quan)行(xing)(xing)為和有悖報(bao)告原意的(de)(de)(de)(de)引(yin)用(yong)行(xing)(xing)為進行(xing)(xing)追究的(de)(de)(de)(de)權(quan)利。 |