光伏行业周报:产业链价格涨势放缓 组件价格处于博弈期

华创证券
Aug 12, 2025

硅料:本周价格整体持稳,8 月排产环增或限制涨幅。据硅业分会,本周N 型复投料成交均价为4.72 万元/吨,环比上涨0.21%;N 型颗粒硅成交均价为4.43万元/吨,环比持平,价格整体持稳。据硅业分会,8 月国内多晶硅产量在12.5万吨左右,环比增长约16%,或将限制价格涨幅,但近期产能收购、节能监察等一系列“反内卷”措施正逐步推进,市场情绪向好。硅片:价格持稳运行,短期预计震荡走势。终端电站对...

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