安泰科：单晶硅片市场仍处于供应宽松短期内或维持偏弱运行态势

智通财经

Sep 10

智通财经APP获悉，据安泰科统计，本周硅片价格暂稳运行。当前硅片市场仍处于供应宽松、需求疲软叠加政策预期推动的博弈状态，短期内，硅片市场大概率维持偏弱运行态势。后续需关注硅片供需关系，以及原材料多晶硅价格的变化情况对硅片市场的影响。

本周硅片市场观望情绪较为浓厚，实际成交订单数量有限，只有部分企业有少量成交，价格暂无明显变化。其中，N型G10L单晶硅片(182*183.75mm/130μm)成交均价在1.01元/片，N型G12R单晶硅片(182*210mm/130μm)成交均价在1.03元/片， N型G12单晶硅片(210*210 mm/130μm)成交均价在1.15元/片，均与上周持平。据调研了解，本周下游电池片和组件价格较上周持平，其中电池片主流价格0.29-0.31元/W，组件主流价格0.69-0.71元/W，暂无明显变化。

具体来看，一方面，上游多晶硅价格整体相对稳定，成本端对硅片价格仍具一定支撑，在成本支撑下，各硅片厂商挺价意愿较强;另一方面，下游需求疲软，电池企业采购硅片订单较少，普遍以压价小批量刚需采买为主。整体来讲，硅片供需矛盾仍未缓解，上下游处于僵持博弈状态，上下游观望居多，价格暂稳运行。据调研了解，本周行业整体开工率较上周持平，暂无明显变化，其中两家一线企业开工率在52%和54%，一体化企业开工率在56%-60%之间，其余企业开工率在50%-78%之间。

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