下游備貨有限疊加采購策略調整 硅片電池片均價上漲2025-07-11 18:07來(lai)源:gessey瀏覽數:283次
現貨市場價格變動: 多晶硅: 今日硅(gui)料價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)整體維穩(wen),N型料主流價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在37-49元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin),均(jun)(jun)價(jia)(jia)(jia)(jia)46元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)。N型顆(ke)粒硅(gui)主流價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在36-45元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin),均(jun)(jun)價(jia)(jia)(jia)(jia)44元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)。國(guo)產復(fu)投特級硅(gui)料主流價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在33.5-43元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin),均(jun)(jun)價(jia)(jia)(jia)(jia)43元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin),國(guo)產致密特級硅(gui)料主流價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在33-42元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin),均(jun)(jun)價(jia)(jia)(jia)(jia)42元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)。全(quan)球(qiu)多晶硅(gui)料主流價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在19-22元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin),均(jun)(jun)價(jia)(jia)(jia)(jia)20元(yuan)(yuan)(yuan)/公(gong)(gong)斤(jin)(jin)。 硅片: 今日硅(gui)片價格小(xiao)幅上漲,N型-183.75mm單晶硅(gui)片主流現貨價格維(wei)持0.95-1元/片,均價1元/片,上漲(zhang)5.26%。N型-210mm單晶硅片主流現貨價格維持(chi)1.3-1.35元/片,均價1.35元/片,上漲3.85%。N型-210Rmm單晶硅片主流(liu)現貨(huo)價格1.1-1.15元/片,均價1.15元/片,上漲4.55%。 電池片: 今日電池片(pian)價格小幅(fu)上(shang)漲,24.3%以(yi)上(shang)183.75mm雙面Topcon電池片(pian)主流價格在0.23-0.25元(yuan)/瓦,均價0.24元(yuan)/瓦,上(shang)漲4.35%。24.3%以(yi)上210mm雙面Topcon電池片主流價格(ge)在0.24-0.26元/瓦,均價0.255元/瓦,上漲(zhang)4.08%。24.3%以上210Rmm雙面Topcon電池片主流價(jia)格(ge)在0.24-0.26元/瓦,均價(jia)0.255元/瓦,上漲(zhang)4.08%。 組件: 今日組(zu)(zu)(zu)件(jian)(jian)價(jia)(jia)(jia)(jia)格(ge)(ge)整(zheng)體維(wei)穩,雙(shuang)面(mian)單晶(jing)perc組(zu)(zu)(zu)件(jian)(jian)(182系列(lie))價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)0.6-0.67元(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),均(jun)(jun)(jun)(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)(wei)0.665元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa)。雙(shuang)面(mian)單晶(jing)perc組(zu)(zu)(zu)件(jian)(jian)(210系列(lie))價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)0.64-0.68元(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),均(jun)(jun)(jun)(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)(wei)0.67元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa)。N型(xing)雙(shuang)面(mian)Topcon 組(zu)(zu)(zu)件(jian)(jian)(182系列(lie))價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)0.65-0.69元(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),均(jun)(jun)(jun)(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)(wei)0.67元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa)。N型(xing)雙(shuang)面(mian)Topcon 組(zu)(zu)(zu)件(jian)(jian)(210系列(lie))價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)0.65-0.68元(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),均(jun)(jun)(jun)(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)(wei)0.67元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa)。N型(xing)雙(shuang)面(mian)HJT組(zu)(zu)(zu)件(jian)(jian)(210系列(lie))價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)0.78-0.82元(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),均(jun)(jun)(jun)(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)(wei)0.78元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa)。N型(xing)雙(shuang)面(mian)BC組(zu)(zu)(zu)件(jian)(jian)(210R系列(lie))價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)0.77-0.81元(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),均(jun)(jun)(jun)(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)(wei)0.78元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa)。中(zhong)國(guo)區分(fen)布(bu)(bu)式(shi)項目(mu)(≥595W)價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)0.67-0.69元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),均(jun)(jun)(jun)(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)(wei)0.68元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),中(zhong)國(guo)區分(fen)布(bu)(bu)式(shi)項目(mu)(≥6155W)價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)0.68-0.71元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),均(jun)(jun)(jun)(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)(wei)0.69元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),中(zhong)國(guo)區集中(zhong)式(shi)項目(mu)(≥585W)價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)0.63-0.68元(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),均(jun)(jun)(jun)(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)(wei)0.66元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa)。N型(xing)雙(shuang)面(mian)BC組(zu)(zu)(zu)件(jian)(jian)(210R系列(lie))集中(zhong)式(shi)項目(mu)價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)0.75-0.8元(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),均(jun)(jun)(jun)(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)(wei)0.76元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa)。歐洲(zhou)港口現(xian)(xian)貨價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)0.088-0.96美(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),均(jun)(jun)(jun)(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)(wei)0.092美(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa)。印(yin)度港口現(xian)(xian)貨價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)0.086-0.22美(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),均(jun)(jun)(jun)(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)(wei)0.21美(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa)。美(mei)國(guo)港口現(xian)(xian)貨價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)0.26-0.28美(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa),均(jun)(jun)(jun)(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)(wei)0.265美(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)(wa)(wa)。 玻璃: 今日玻璃(li)價(jia)格(ge)(ge)(ge)整體維穩,3.2mm雙層(ceng)鍍膜(mo)光伏(fu)玻璃(li)價(jia)格(ge)(ge)(ge)在19.5-23元(yuan)(yuan)(yuan)(yuan)/平方(fang)(fang)米(mi)(mi)(mi),均價(jia)為20元(yuan)(yuan)(yuan)(yuan)/平方(fang)(fang)米(mi)(mi)(mi)。2.0mm單層(ceng)鍍膜(mo)光伏(fu)玻璃(li)價(jia)格(ge)(ge)(ge)在11-12元(yuan)(yuan)(yuan)(yuan)/平方(fang)(fang)米(mi)(mi)(mi),均價(jia)為11元(yuan)(yuan)(yuan)(yuan)/平方(fang)(fang)米(mi)(mi)(mi)。2.0mm雙層(ceng)鍍膜(mo)光伏(fu)玻璃(li)價(jia)格(ge)(ge)(ge)在11.7-13元(yuan)(yuan)(yuan)(yuan)/平方(fang)(fang)米(mi)(mi)(mi),均價(jia)為12元(yuan)(yuan)(yuan)(yuan)/平方(fang)(fang)米(mi)(mi)(mi)。2.0mm背(bei)面光伏(fu)玻璃(li)價(jia)格(ge)(ge)(ge)在10.5-11.5元(yuan)(yuan)(yuan)(yuan)/平方(fang)(fang)米(mi)(mi)(mi),均價(jia)為11元(yuan)(yuan)(yuan)(yuan)/平方(fang)(fang)米(mi)(mi)(mi)。 聚焦每日行情波動: 基于上(shang)游報(bao)價(jia)調(diao)漲(zhang)(zhang),以(yi)及“反(fan)內卷”的預期(qi)下(xia)(xia),結合下(xia)(xia)游原材料備貨有限,前(qian)期(qi)持續(xu)維持按需采購策略,隨著近兩日(ri)的硅(gui)片(pian)(pian)(pian)電池片(pian)(pian)(pian)調(diao)漲(zhang)(zhang)報(bao)價(jia),今(jin)日(ri)最新(xin)成交價(jia)陸續(xu)達成,均價(jia)整體上(shang)移。今(jin)日(ri)硅(gui)片(pian)(pian)(pian)價(jia)格(ge)小(xiao)幅上(shang)漲(zhang)(zhang),N型-183.75mm單晶硅(gui)片(pian)(pian)(pian)主(zhu)流現(xian)貨價(jia)格(ge)維持0.95-1元/片(pian)(pian)(pian),均價(jia)1元/片(pian)(pian)(pian),上漲5.26%。N型-210mm單晶硅片主流現貨價格(ge)維持(chi)1.3-1.35元(yuan)/片,均價1.35元(yuan)/片,上漲3.85%。N型(xing)-210Rmm單(dan)晶硅片主流(liu)現貨價格1.1-1.15元/片,均(jun)價1.15元/片,上漲4.55%。今日(ri)電(dian)池(chi)片價格小幅(fu)上漲(zhang),24.3%以(yi)上183.75mm雙面(mian)Topcon電(dian)池(chi)片主流價格在(zai)0.23-0.25元/瓦,均價0.24元/瓦,上漲4.35%。24.3%以(yi)上210mm雙(shuang)面(mian)Topcon電池片(pian)主流(liu)價格在0.24-0.26元/瓦,均價0.255元/瓦,上漲4.08%。24.3%以上210Rmm雙面Topcon電池片主(zhu)流(liu)價格在0.24-0.26元/瓦,均價0.255元/瓦,上(shang)漲4.08%。 期貨市場 行情走勢:主力合約收(shou)盤價(jia)為(wei)(wei)(wei)40855元/ 噸,前(qian)結(jie)算價(jia)為(wei)(wei)(wei)38185元/噸,收(shou)盤價(jia)較前(qian)結(jie)算價(jia)漲幅為(wei)(wei)(wei)6.99% ,收(shou)盤價(jia)較開(kai)盤價(jia)跌0元/噸,跌幅為(wei)(wei)(wei)0.00%,成交量為(wei)(wei)(wei)15手,持倉量為(wei)(wei)(wei)30手。 上一篇: 《云南省推動綠電直連建設實施方案》解讀
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