华润电力(00836)2026年光伏组件集采5.4GW

金吾财讯
Jun 24

金吾财讯 | 华润电力(00836)2026年度光伏项目光伏组件设备集中采购公告发布,分为3个标包,其中标包1、标包2分别划分2个标段,标包1规模3GW,标包2规模2GW,标包3达到400MW,三个标包规模达到5.4GW。本次华润电力发布5.4GW光伏组件集中采购公告,显示下游光伏装机需求景气,有效提振上游多晶硅的需求预期,对多晶硅现货价格形成利好支撑。期货方面,多晶硅主力2609合约2026年6月23日结算价35915元/吨,持仓规模超10万手,需求端向好预期将对期货价格形成向上支撑。

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