硅业分会:市场情绪消极 本周硅片价格承压下行

智通财经
Jul 24

智通财经APP获悉,据安泰科统计,本周硅片价格承压下行。其中,N型G10L单晶硅片(182*183.75mm/130μm)成交均价在0.83元/片,环比上周下跌2.35%;N型G12R单晶硅片(182*210mm/130μm)成交均价在0.93元/片,环比上周下跌2.11%;N型G12单晶硅片(210*210 mm/130μm)成交均价在1.12元/片,环比上周下跌1.75%。据调研了解,本周下游电池片和组件价格较上周小幅下跌,其中电池片主流价格0.25-0.27元/W,环比上周下跌1.89%;组件主流价格0.67-0.70元/W,环比上周下跌2.17%。

本周硅片市场延续弱势运行态势,下游采买订单偏少,市场成交清淡,硅片价格承压下行。本周硅片供需关系未出现明显好转的迹象,从供应端来看:各企业开工运行平稳,生产负荷正常,硅片供应偏宽松;从需求端来看:受终端需求疲软、下游库存高企的影响,电池企业以消化库存为主,采购意愿偏弱,叠加电池企业后续的减产计划,其对硅片的需求将进一步降低。此外,原材料多晶硅价格走弱,带动硅片生产成本降低。整体来看,市场情绪较为消极,同时部分硅片企业为回笼资金,持续降价出货,导致本周硅片价格继续下跌。据调研了解,本周行业整体开工率与上周持平,暂无明显变化,其中两家一线企业开工率分别为54%和56%,一体化企业开工率在58%-60%之间,其余企业开工率在56%-78%之间。

展望后市,近期硅片价格持续下行,目前市场价格已经跌破多数企业生产成本,后续大幅下跌的空间相对有限。但是,在下游需求萎靡、库存偏大的情形下,短期内硅片市场预计低位震荡运行。

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