現貨市場價格變動：

多晶硅：

今日硅(gui)料價(jia)(jia)格(ge)整(zheng)體(ti)維穩，N型(xing)料主(zhu)流(liu)價(jia)(jia)格(ge)在40-45元/公(gong)斤，均價(jia)(jia)42元/公(gong)斤。N型(xing)顆粒(li)硅(gui)主(zhu)流(liu)價(jia)(jia)格(ge)在38-40元/公(gong)斤，均價(jia)(jia)39元/公(gong)斤。國產(chan)復投特(te)(te)級硅(gui)料主(zhu)流(liu)價(jia)(jia)格(ge)在33-36元/公(gong)斤，均價(jia)(jia)35元/公(gong)斤，國產(chan)致密特(te)(te)級硅(gui)料主(zhu)流(liu)價(jia)(jia)格(ge)在32-35元/公(gong)斤，均價(jia)(jia)34元/公(gong)斤。

硅片：

今日硅(gui)片(pian)(pian)(pian)(pian)(pian)(pian)價(jia)(jia)(jia)格(ge)整(zheng)體維穩， 182mm單晶硅(gui)片(pian)(pian)(pian)(pian)(pian)(pian)主(zhu)流(liu)現(xian)(xian)(xian)貨價(jia)(jia)(jia)格(ge)維持1-1.15元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)，均價(jia)(jia)(jia)1.08元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)。210mm單晶硅(gui)片(pian)(pian)(pian)(pian)(pian)(pian)主(zhu)流(liu)現(xian)(xian)(xian)貨價(jia)(jia)(jia)格(ge)維持1.6-1.7元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)，均價(jia)(jia)(jia)1.65元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)。N型-183.75mm單晶硅(gui)片(pian)(pian)(pian)(pian)(pian)(pian)主(zhu)流(liu)現(xian)(xian)(xian)貨價(jia)(jia)(jia)格(ge)維持1.15-1.18元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)，均價(jia)(jia)(jia)1.18元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)。N型-210mm單晶硅(gui)片(pian)(pian)(pian)(pian)(pian)(pian)主(zhu)流(liu)現(xian)(xian)(xian)貨價(jia)(jia)(jia)格(ge)維持1.5-1.55元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)，均價(jia)(jia)(jia)1.55元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)。N型-210Rmm單晶硅(gui)片(pian)(pian)(pian)(pian)(pian)(pian)主(zhu)流(liu)現(xian)(xian)(xian)貨價(jia)(jia)(jia)格(ge)1.3-1.35元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)，均價(jia)(jia)(jia)1.33元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)。

電池片：

今(jin)日電(dian)池(chi)片(pian)價(jia)(jia)格(ge)整(zheng)體維穩，23%以上(shang)183.75mm尺寸雙(shuang)面(mian)單晶perc主(zhu)流(liu)(liu)價(jia)(jia)格(ge)在(zai)(zai)0.27-0.29元(yuan)(yuan)/瓦(wa)(wa)(wa)，均(jun)價(jia)(jia)0.275元(yuan)(yuan)/瓦(wa)(wa)(wa)。23%以上(shang)210mm雙(shuang)面(mian)單晶perc主(zhu)流(liu)(liu)價(jia)(jia)格(ge)在(zai)(zai)0.28-0.3元(yuan)(yuan)/瓦(wa)(wa)(wa)，均(jun)價(jia)(jia)0.28元(yuan)(yuan)/瓦(wa)(wa)(wa)。24.3%以上(shang)183.75mm雙(shuang)面(mian)Topcon電(dian)池(chi)片(pian)主(zhu)流(liu)(liu)價(jia)(jia)格(ge)在(zai)(zai)0.28-0.295元(yuan)(yuan)/瓦(wa)(wa)(wa)，均(jun)價(jia)(jia)0.29元(yuan)(yuan)/瓦(wa)(wa)(wa)。24.3%以上(shang)210mm雙(shuang)面(mian)Topcon電(dian)池(chi)片(pian)主(zhu)流(liu)(liu)價(jia)(jia)格(ge)在(zai)(zai)0.28-0.29元(yuan)(yuan)/瓦(wa)(wa)(wa)，均(jun)價(jia)(jia)0.29元(yuan)(yuan)/瓦(wa)(wa)(wa)。24.3%以上(shang)210Rmm雙(shuang)面(mian)Topcon電(dian)池(chi)片(pian)主(zhu)流(liu)(liu)價(jia)(jia)格(ge)在(zai)(zai)0.275-0.29元(yuan)(yuan)/瓦(wa)(wa)(wa)，均(jun)價(jia)(jia)0.285元(yuan)(yuan)/瓦(wa)(wa)(wa)。

組件：

今日組(zu)(zu)件(jian)價(jia)(jia)(jia)格(ge)(ge)整體維穩，雙(shuang)(shuang)面(mian)單晶perc組(zu)(zu)件(jian)（182系(xi)列(lie)）價(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)0.6-0.67元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)，均(jun)價(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.665元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。雙(shuang)(shuang)面(mian)單晶perc組(zu)(zu)件(jian)（210系(xi)列(lie)）價(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)0.62-0.68元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)，均(jun)價(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.67元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。N型雙(shuang)(shuang)面(mian)Topcon 組(zu)(zu)件(jian)（182系(xi)列(lie)）價(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)0.64-0.7元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)，均(jun)價(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.7元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。N型雙(shuang)(shuang)面(mian)Topcon 組(zu)(zu)件(jian)（210系(xi)列(lie)）價(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)0.65-0.71元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)，均(jun)價(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.71元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。N型雙(shuang)(shuang)面(mian)HJT組(zu)(zu)件(jian)（210系(xi)列(lie)）價(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)0.69-0.78元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)，均(jun)價(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.75元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。中(zhong)(zhong)國(guo)區分布式項(xiang)目(mu)（≥580W)價(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)0.62-0.68元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)，均(jun)價(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.64元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa),中(zhong)(zhong)國(guo)區集中(zhong)(zhong)式項(xiang)目(mu)（≥585W）價(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)0.645-0.71元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)，均(jun)價(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.685元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。歐(ou)洲港(gang)口現貨(huo)價(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)0.085-0.93美(mei)元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)，均(jun)價(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.09美(mei)元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。印(yin)度港(gang)口現貨(huo)價(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)0.086-0.22美(mei)元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)，均(jun)價(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.21美(mei)元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。美(mei)國(guo)港(gang)口現貨(huo)價(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)0.26-0.28美(mei)元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)，均(jun)價(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.265美(mei)元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。

玻璃：

今日玻璃價格整體維穩，3.2mm雙層鍍膜光伏玻璃價格在19-20元/ 平方米，均價為19.5元(yuan)/ 平方米。2.0mm雙層鍍膜光伏玻璃價格在11.5-12.5元/ 平方米，均價為12元/ 平方米。

聚焦每日價格波動核心：

截至本周四，組(zu)件環節整(zheng)(zheng)體(ti)呈(cheng)現(xian)穩定(ding)態(tai)勢。多(duo)數企(qi)(qi)業(ye)采(cai)取以銷定(ding)產策略，按照前期已簽訂單進行排產，目前整(zheng)(zheng)體(ti)組(zu)件環節，各企(qi)(qi)業(ye)的庫存(cun)維(wei)持在(zai)較(jiao)低(di)(di)(di)可控水平。目前，臨近(jin)春節，新訂單洽談量(liang)有回(hui)落，但(dan)是基于上(shang)游(you)(you)原材料價(jia)格(ge)上(shang)漲，較(jiao)多(duo)組(zu)件企(qi)(qi)業(ye)反饋(kui)會謹(jin)慎(shen)對待低(di)(di)(di)價(jia)簽單，防止(zhi)因(yin)上(shang)游(you)(you)原材料成(cheng)本上(shang)升而(er)造(zao)成(cheng)虧損。當(dang)下，一線(xian)企(qi)(qi)業(ye)的現(xian)貨報價(jia)在(zai)0.66- 0.695元/瓦，二(er)線(xian)企(qi)(qi)業(ye)低(di)(di)(di)位報價(jia)在(zai) 0.62-0.64元/瓦，但(dan)是低(di)(di)(di)價(jia)占整(zheng)(zheng)體(ti)主流(liu)市場(chang)簽單中占比較(jiao)少。

春(chun)節(jie)(jie)(jie)前(qian)(qian)(qian)，組(zu)件(jian)(jian)企(qi)業(ye)(ye)簽(qian)單量明顯回落，組(zu)件(jian)(jian)開工(gong)率(lv)(lv)(lv)較12 月份小幅降低 1 - 2 成(cheng)。不過，以(yi)現(xian)有(you)(you)(you)的開工(gong)率(lv)(lv)(lv)來看，底單排產(chan)有(you)(you)(you)支(zhi)撐(cheng)(cheng)。此外，臨近春(chun)節(jie)(jie)(jie)，電池(chi)片(pian)企(qi)業(ye)(ye)也相繼計劃提前(qian)(qian)(qian)減產(chan)放(fang)(fang)假(jia)(jia)，目前(qian)(qian)(qian)下游電池(chi)組(zu)件(jian)(jian)企(qi)業(ye)(ye)提前(qian)(qian)(qian)放(fang)(fang)假(jia)(jia)已成(cheng)為(wei)(wei)普(pu)遍現(xian)象(xiang)，放(fang)(fang)假(jia)(jia)時(shi)(shi)間(jian)多集中(zhong)在 20 號(hao)至 25 號(hao)。與往(wang)年相比(bi)，今年提前(qian)(qian)(qian)放(fang)(fang)假(jia)(jia)時(shi)(shi)間(jian)為(wei)(wei)提前(qian)(qian)(qian)2 - 3 天，整體(ti)較為(wei)(wei)正(zheng)常。而(er)且，各企(qi)業(ye)(ye)均(jun)表示，盡管按需(xu)放(fang)(fang)假(jia)(jia)，但 1 - 2 月份訂單排產(chan)有(you)(you)(you)支(zhi)撐(cheng)(cheng)，以(yi)現(xian)有(you)(you)(you)開工(gong)率(lv)(lv)(lv)，組(zu)件(jian)(jian)企(qi)業(ye)(ye)訂單排產(chan)基本能夠有(you)(you)(you)保障按需(xu)生產(chan)。而(er)上(shang)游環節(jie)(jie)(jie)，主流(liu)企(qi)業(ye)(ye)按法定節(jie)(jie)(jie)假(jia)(jia)日放(fang)(fang)假(jia)(jia)，部分(fen)頭(tou)部硅片(pian)企(qi)業(ye)(ye)春(chun)節(jie)(jie)(jie)期(qi)間(jian)不停產(chan)，依舊維持(chi)現(xian)有(you)(you)(you)開工(gong)率(lv)(lv)(lv)。

期貨市場

行(xing)情走(zou)勢(shi)：主力合約收盤價為44130元(yuan) / 噸，前結算(suan)價為44085元(yuan)/噸，收盤價較前結算(suan)價漲幅為0.10% ，收盤價較開(kai)盤價跌(die)105元(yuan)/噸，跌(die)幅為0.24%，成交量為29190手，持倉量為29862手。