四季度终端需求略显悲观 光伏产业链价格“按兵不动”

e公司
Oct 23, 2025

中国有色金属工业协会硅业分会发布的数据显示,本周多晶硅N型复投料成交均价为5.32万元/吨,N型颗粒硅成交均价为5.05万元/吨,均环比持平。从需求端看,市场对四季度光伏装机预期偏弱,电池组件订单增量有限,硅片企业开工率维持稳定,对硅料的需求总体平稳;从供应端看,本月有三家企业复产放量,预计10月多晶硅产量小幅增加。但近期多数企业可签售订单已接近阶段性上限,因此本周仅有少量保供订单以平价成交。硅业...

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