【光伏周评】光伏产业链价格重心“被动”上移(2026.1.8)

集邦光储观察
Jan 08

1月8日,集邦光储观察发布光伏产业链价格最新周评。01多晶硅供给端:当前硅料库存突破48万吨,累库趋势未改。尽管通威、协鑫等头部厂商通过“低价老单搭配高价新单”的捆绑方式实现少量出货,但整体供给压力仍大。预计后续在行业自律配额制约下,厂商将通过大幅减产来控制供给。需求侧:受行业淡季及终端需求走弱影响,下游拉晶厂为抵制高价,普遍采取下调开工率、减少采购的策略,导致市场实质性需求萎缩,成交量低迷。价格...

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