集邦咨询:缺乏充足海外需求支撑 光伏组件后续上涨空间可能有限

智通财经
Aug 20
【集邦咨询:缺乏充足海外需求支撑 光伏组件后续上涨空间可能有限】智通财经APP获悉,8月20日,集邦咨询发布光伏周价格观察。光伏组件市场目前仍由国内需求主导,虽然受到上游硅片与电池片涨价的成本传导以及政策预期的支撑,组件企业挺价意愿强烈,头部厂商报价上调至0.72-0.75元/W,二线企业上调至0.7元/W左右,但价格传导并不顺畅,市场实际主流成交维持前期低位,新报价暂未大量落地,市场仍充斥着各类低价组件。随着低价订单逐步减少,组件市场价格重心较前期小幅上移约0.02元/W。在缺乏充足的海外需求支撑的情况下,组件涨价主要受上游成本推动,后续上涨空间可能有限,需重点关注后续国内政策落地的实际情况。

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