电力设备行业周报:国轩高科与亿航智能达成战略合作 中天科技预中标红海湾六主缆

国盛证券有限责...
Jun 22

光伏:需求疲软,硅料价格持续下行。本周根据硅业分会报价,n 型复投料成交均价3.44 万元/吨,环比下降6.27%。n 型颗粒硅成交均价为3.35 万元/吨,环比下降2.90%。p 型多晶硅暂无批量成交。当前受下游需求疲软影响,产业链成交疲软,价格整体下行。叠加近期硅料企业产能置换逐步推进,带来一定产量增加,6月硅料产出预计上调环比约8%左右,带动产业链价格下行。建议持续关注三季度产业链排产控制...

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