金吾财讯 | 光伏太阳能股普升，顺风清洁能源(01165)涨4.17%，卡姆丹克太阳能(00712)涨4.17%，新特能源(01799)涨3.53%，福耀玻璃(03606)涨3.4%，协鑫新能源(00451)涨2.25%，凯盛新能(01108)涨1.42%，信义能源(03868)、信义玻璃(00868)跟涨。消息面上，据中国有色金属工业协会硅业分会，本周多晶硅n型复投料成交价格区间为4.0-4.9万元/吨，成交均价为4.17万元/吨，周环比上涨12.4%。n型颗粒硅成交价格区间为4.0-4.5万元/吨，成交均价为4.10万元/吨，周环比上涨15.2%。华鑫证券指出，6月29日，《人民日报》刊发评论文章《在破除“内卷式”竞争中实现高质量发展》，点名光伏存在价格战情况。响应政策导向，硅料、硅片、电池环节协同涨价。硅料环节，据SMM数据，N型多晶硅复投料报价43~49元/千克，颗粒硅报价41~46元/千克，报价跳涨主要源于行业自律，以成本为报价支撑；硅片环节，多家硅片企业上调报价，不同尺寸硅片价格涨幅在8%~11.7%；电池环节，受个别电池厂提价带动，多家厂商也启动跟涨策略。该机构认为，光伏供给侧改革迫在眉睫，后续政策值得期待。
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