智通财经APP获悉，光伏股早盘回暖，截至发稿，福莱特玻璃(06865)涨4.1%，报11.4港元；协鑫科技(03800)涨2.83%，报1.09港元；信义光能(00968)涨2.71%，报3.03港元；协鑫新能源(00451)涨1.04%，报0.485港元。
消息面上，据中国有色金属工业协会硅业分会发布的最新数据显示，本周硅片价格开启涨势，迎来新年开门红。具体来看，N型G10L单晶硅片成交均价涨至1.1元/片，涨幅达4.76%；N型G12R单晶硅片成交均价涨至1.2元/片，涨幅达3.45%；N型G12单晶硅片成交均价涨至1.42元/片，涨幅达1.42%。同时，本轮大尺寸硅片价格被下游部分接受。
硅业分会认为，本轮硅片涨价的根本原因是供不应求，G10L系列小尺寸硅片供应相对更加紧缺。当前价格，某家一体化企业准备规模复产，部分外采订单转向自产，其他企业也有提产的意愿。一方面，一体化企业自产使用前期囤的低价原料，相较于直接向专业化企业采购硅片的价格更低。另一方面，硅片端供应紧张已成既定事实，下游电池企业采购节奏明显加快，硅片企业议价周期缩短。
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