訂單遇冷!中國分布式組件均價跌破 0.76 元 / 瓦2025-04-09 19:11來源:gessey瀏覽數:238次
現貨市場價格變動: 多晶硅: 今(jin)日硅料(liao)價(jia)(jia)(jia)(jia)(jia)格(ge)(ge)整(zheng)體維穩,N型料(liao)主(zhu)(zhu)(zhu)(zhu)流(liu)價(jia)(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)40-42.5元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)(jin),均(jun)價(jia)(jia)(jia)(jia)(jia)42元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)(jin)。N型顆粒硅主(zhu)(zhu)(zhu)(zhu)流(liu)價(jia)(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)38-40元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)(jin),均(jun)價(jia)(jia)(jia)(jia)(jia)39元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)(jin)。國(guo)(guo)產(chan)復投(tou)特級硅料(liao)主(zhu)(zhu)(zhu)(zhu)流(liu)價(jia)(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)33-36元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)(jin),均(jun)價(jia)(jia)(jia)(jia)(jia)35元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)(jin),國(guo)(guo)產(chan)致(zhi)密特級硅料(liao)主(zhu)(zhu)(zhu)(zhu)流(liu)價(jia)(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)32-35元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)(jin),均(jun)價(jia)(jia)(jia)(jia)(jia)34元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)(jin)。全球多晶硅料(liao)主(zhu)(zhu)(zhu)(zhu)流(liu)價(jia)(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)19-22元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)(jin),均(jun)價(jia)(jia)(jia)(jia)(jia)20元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)(jin)。 硅片: 今日硅(gui)片(pian)(pian)價(jia)(jia)格整(zheng)體維(wei)穩,N型(xing)-183.75mm單晶硅(gui)片(pian)(pian)主(zhu)流現(xian)(xian)貨價(jia)(jia)格維(wei)持1.2-1.3元(yuan)(yuan)/片(pian)(pian),均價(jia)(jia)1.28元(yuan)(yuan)/片(pian)(pian)。N型(xing)-210mm單晶硅(gui)片(pian)(pian)主(zhu)流現(xian)(xian)貨價(jia)(jia)格維(wei)持1.5-1.6元(yuan)(yuan)/片(pian)(pian),均價(jia)(jia)1.58元(yuan)(yuan)/片(pian)(pian)。N型(xing)-210Rmm單晶硅(gui)片(pian)(pian)主(zhu)流現(xian)(xian)貨價(jia)(jia)格1.45-1.55元(yuan)(yuan)/片(pian)(pian),均價(jia)(jia)1.53元(yuan)(yuan)/片(pian)(pian)。 電池片: 今日電(dian)(dian)池(chi)(chi)(chi)片價格整體維穩,23%以(yi)(yi)上(shang)183.75mm尺寸雙面單(dan)晶(jing)perc主(zhu)(zhu)流(liu)(liu)價格在0.27-0.29元/瓦,均(jun)(jun)價0.275元/瓦。23%以(yi)(yi)上(shang)210mm雙面單(dan)晶(jing)perc主(zhu)(zhu)流(liu)(liu)價格在0.28-0.3元/瓦,均(jun)(jun)價0.28元/瓦。24.3%以(yi)(yi)上(shang)183.75mm雙面Topcon電(dian)(dian)池(chi)(chi)(chi)片主(zhu)(zhu)流(liu)(liu)價格在0.295-0.305元/瓦,均(jun)(jun)價0.3元/瓦。24.3%以(yi)(yi)上(shang)210mm雙面Topcon電(dian)(dian)池(chi)(chi)(chi)片主(zhu)(zhu)流(liu)(liu)價格在0.29-0.31元/瓦,均(jun)(jun)價0.305元/瓦。24.3%以(yi)(yi)上(shang)210Rmm雙面Topcon電(dian)(dian)池(chi)(chi)(chi)片主(zhu)(zhu)流(liu)(liu)價格在0.32-0.35元/瓦,均(jun)(jun)價0.33元/瓦。 組件: 今(jin)日組件(jian)(jian)價(jia)格(ge)小幅下跌,雙(shuang)(shuang)面(mian)單晶perc組件(jian)(jian)(182系(xi)列(lie)(lie))價(jia)格(ge)在(zai)0.6-0.67元(yuan)/ 瓦(wa)(wa)(wa),均價(jia)為(wei)0.665元(yuan)/瓦(wa)(wa)(wa)。雙(shuang)(shuang)面(mian)單晶perc組件(jian)(jian)(210系(xi)列(lie)(lie))價(jia)格(ge)在(zai)0.62-0.68元(yuan)/ 瓦(wa)(wa)(wa),均價(jia)為(wei)0.67元(yuan)/瓦(wa)(wa)(wa)。N型(xing)雙(shuang)(shuang)面(mian)Topcon 組件(jian)(jian)(182系(xi)列(lie)(lie))價(jia)格(ge)在(zai)0.72-0.77元(yuan)/ 瓦(wa)(wa)(wa),均價(jia)為(wei)0.75元(yuan)/瓦(wa)(wa)(wa)。N型(xing)雙(shuang)(shuang)面(mian)Topcon 組件(jian)(jian)(210系(xi)列(lie)(lie))價(jia)格(ge)在(zai)0.72-0.78元(yuan)/ 瓦(wa)(wa)(wa),均價(jia)為(wei)0.75元(yuan)/瓦(wa)(wa)(wa)。N型(xing)雙(shuang)(shuang)面(mian)HJT組件(jian)(jian)(210系(xi)列(lie)(lie))價(jia)格(ge)在(zai)0.75-0.8元(yuan)/ 瓦(wa)(wa)(wa),均價(jia)為(wei)0.795元(yuan)/瓦(wa)(wa)(wa)。N型(xing)雙(shuang)(shuang)面(mian)BC組件(jian)(jian)(210R系(xi)列(lie)(lie))價(jia)格(ge)在(zai)0.85-0.9元(yuan)/ 瓦(wa)(wa)(wa),均價(jia)為(wei)0.87元(yuan)/瓦(wa)(wa)(wa)。中國區分布式(shi)項目(≥580W)價(jia)格(ge)在(zai)0.72-0.76元(yuan)/瓦(wa)(wa)(wa),均價(jia)為(wei)0.755元(yuan)/瓦(wa)(wa)(wa),下降了0.66%。中(zhong)國區集中(zhong)式項目(≥585W)價(jia)格(ge)在0.67-0.73元(yuan)(yuan)/ 瓦(wa)(wa),均價(jia)為(wei)0.7元(yuan)(yuan)/瓦(wa)(wa)。N型雙(shuang)面BC組件(210R系列)集中(zhong)式項目價(jia)格(ge)在0.8-0.82元(yuan)(yuan)/ 瓦(wa)(wa),均價(jia)為(wei)0.805元(yuan)(yuan)/瓦(wa)(wa)。歐(ou)洲港口現貨價(jia)格(ge)在0.088-0.96美(mei)元(yuan)(yuan)/ 瓦(wa)(wa),均價(jia)為(wei)0.092美(mei)元(yuan)(yuan)/瓦(wa)(wa)。印度港口現貨價(jia)格(ge)在0.086-0.22美(mei)元(yuan)(yuan)/ 瓦(wa)(wa),均價(jia)為(wei)0.21美(mei)元(yuan)(yuan)/瓦(wa)(wa)。美(mei)國港口現貨價(jia)格(ge)在0.26-0.28美(mei)元(yuan)(yuan)/ 瓦(wa)(wa),均價(jia)為(wei)0.265美(mei)元(yuan)(yuan)/瓦(wa)(wa)。 玻璃: 今日玻璃(li)價格小(xiao)幅上漲,3.2mm雙(shuang)層(ceng)鍍(du)膜光伏玻璃(li)價格在22-24元/平(ping)(ping)方(fang)(fang)米,均(jun)價為23.5元/平(ping)(ping)方(fang)(fang)米。2.0mm雙(shuang)層(ceng)鍍(du)膜光伏玻璃(li)價格在14-15元/平(ping)(ping)方(fang)(fang)米,均(jun)價為14.5元/平(ping)(ping)方(fang)(fang)米,上漲了3.57%。 聚焦價格波動: 受(shou)周初美國對等關稅政策及(ji)國內“530” 組件排產交付節點臨近,新訂單(dan)洽(qia)談詢單(dan)量回落影響,市場信(xin)息(xi)面(mian)趨于混(hun)亂。促使(shi)今日組件價格小(xiao)幅下跌,中國區分布式項目(mu)(≥580W)價格在0.72-0.76元/瓦(wa),均價為0.755元/瓦(wa),下(xia)降了0.66%。 今日玻璃(li)價(jia)格小幅上(shang)漲(zhang),2.0mm雙層鍍(du)膜光伏玻璃(li)價(jia)格在14-15元/平(ping)方米,均價(jia)為14.5元/平(ping)方米,上(shang)漲了(le)3.57%。玻璃企業(ye)3月底報(bao)價(jia)上調0.5元(yuan)/平方米,4月清(qing)明節后玻璃報(bao)漲后價(jia)格(ge)陸續(xu)成交執行,目前下游拿貨價(jia)格(ge)相對穩(wen)定,不過(guo)基于近期組件需求回落(luo)信號增強(qiang),預計(ji)月底隨著(zhu)期訂單(dan)逐步消化(hua)后,價(jia)格(ge)議價(jia)博弈增強(qiang)。 期貨市場 行情走勢:主(zhu)力(li)合(he)約收盤(pan)價(jia)為(wei)42245元(yuan)/ 噸(dun),前(qian)結算(suan)價(jia)為(wei)42250元(yuan)/噸(dun),收盤(pan)價(jia)較前(qian)結算(suan)價(jia)跌幅為(wei)0.01% ,收盤(pan)價(jia)較開盤(pan)價(jia)漲245元(yuan)/噸(dun),漲幅為(wei)0.58%,成交量為(wei)31051手,持倉量為(wei)35983手。
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