Tiger Brokers

港股异动丨光伏股走低，阳光能源跌6%，需求恢复仍偏弱，产业链价格缺乏反弹动力

中金财经
Oct 13
　　港股光伏太阳能股集体走低，其中，阳光能源跌6%，蓝思科技跌近5%，卡姆丹克太阳能跌3.6%，凯盛新能、钧达股份、协合新能源跌超3%，福耀玻璃、协鑫科技跌超2%，福莱特玻璃、信义光能、信义能源、信义玻璃均跌超1%。 　　消息面上，行业基本面需求恢复仍偏弱。华安证券指出，光伏产业链价格整体企稳，但需求恢复有限，多晶硅市场成交持续清淡，企业公开报价体系尚未恢复，市场整体交投维持谨慎。行业仍处于供需调整阶段，产能去化进展缓慢。 　　Mysteel数据进一步印证了这一判断：多晶硅棒状硅报价43元/千克、颗粒硅41元/千克，价格横盘；硅片“高库存弱需求”下预计区间震荡；电池片震荡下行，10月产出约49-50GW。组件端，主流TOPCon组件集中式项目报价仍在0.65-0.73元/W区间磨底，整体均价0.705元/W，与两个月前几乎无变化，行业价格仍处于盈亏线之下。 　　     　　

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