银价 + 硅料双重推涨,光伏产业链 1 月涨价与淡季需求博弈加剧!

光伏之源
Jan 12

1月份银价突破 19000 元 /kg 短期高点,叠加硅料企业挺价,推动电池片、组件价格持续上调,但终端需求进入传统淡季,库存积累压力显现,行业呈现 “成本强支撑与需求弱反馈” 的鲜明矛盾,各环节价格走势与成交表现分化显著。一、多晶硅:自律稳价 + 成本支撑,报价上行但成交受限1. 价格走势:国内外价格同步上涨,区域价差明显国内市场:致密复投料:价格区间 53-60 元 /kg,混包致密料 50-...

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