铝制光伏型材:进入11月,安徽、河北、山东等地部分光伏型材企业反馈,本月仍延续减产安排。受三季度预期光伏组件出口退税取消传闻影响,下游组件厂的边框库存仍存,加之近期铝价持续上行,客户观望情绪浓厚,实际下单有限,导致本周行业开工率进一步下滑。SMM将持续关注行业动态及订单变化情况。原材料价格:周期内(2025.11.03-2025.11.06)电解铝重心上行,SMM A00周均价在21385元/吨,...
Source Link铝制光伏型材:进入11月,安徽、河北、山东等地部分光伏型材企业反馈,本月仍延续减产安排。受三季度预期光伏组件出口退税取消传闻影响,下游组件厂的边框库存仍存,加之近期铝价持续上行,客户观望情绪浓厚,实际下单有限,导致本周行业开工率进一步下滑。SMM将持续关注行业动态及订单变化情况。原材料价格:周期内(2025.11.03-2025.11.06)电解铝重心上行,SMM A00周均价在21385元/吨,...
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