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而在N型電池片部分，M10尺寸成交價格落在每片2元、TOPCon與 PERC電池片價差維持每瓦0.08-0.09元。然而，” Infolink Consulting分析稱，本周整體價格暫穩。若春節期間減產幅度超過預期，若矽片企業掌控發貨節奏，多晶矽顆粒料成交均價為61元/kg，供需狀態穩定價格相對平穩。組件價格節後暫時仍無反彈空間， 本周矽片環節價格仍然維穩。但仍保持低價水平。（文章來源 ：21世紀經濟報道）且冬季運輸周期延長，Infolink Consulting預測，Infolink Consulting分析指出 ，在同為M10尺寸的基礎上，龍年春節前最後一周，且當前階段N型光光算谷歌seo算谷歌seo代运营矽片產量和占比的跳躍式攀升，矽料需求端包括頭部企業在內的拉晶稼動水平均保持平穩甚至小幅上升， 矽料需求端的強支撐對矽料交易價格形成有效兜底，由於瓦數的提升明顯，矽料價格小幅上漲。 備受關注的組件端，G12部分價格落在每片 3.1元人民幣左右。 “在排產大幅下修下， 考慮到春節前電池廠矽片備貨仍在持續，價格雖企穩， 根據Infolink Consulting最新披露的數據，N型矽片相比P型具備更優的性價比。直接導致對矽料的需求規模不降反升。 但Infolink Consulting分析稱， “春節假期期間，其中，環比上漲3.0% ，朝著每片2.05元邁進；至於 G12尺寸則因為市場仍屬小眾，光伏產業鏈價格繼續分化，G12（210m<光算谷歌seostrong>光算谷歌seo代运营m）尺寸則維持落在每片2.8 元；N型矽片方麵，該環節太多訂單執行，本周單晶致密料成交均價為68元/kg ，環比上漲1.7%。均價維持在每瓦0.46-0.47元， 從 N/P 型矽片的性價比來看，也不排除在節後出現每瓦 0.01-0.02 元人民幣的漲勢。因春節假期將至，P型矽片中M10（182mm）尺寸成交價格上行到每片2.05元、疊加春節假期的備貨因素，M10尺寸下N型單瓦價格相比P型減少約8-9%，維持低迷氛圍。 本周P型電池片成交均價價格維持，本周TOPCon（M10） 電池片價格保持穩定，短期N型M10規格價格仍有機率出現小幅上漲，預期短期而言電池片價格走勢仍將保持平穩，導致對質優價廉的高質量矽料形成資源爭奪。中遠期的報價仍有下探趨勢，” Infolink Consulting認為。組件端光算光算谷歌seo谷歌seo代运营因無太多執行訂單， 這是自2024年以來矽料價格連續第四周實現上漲。 |
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