現貨市場價格變動：

多晶硅：

今日硅料價(jia)格整(zheng)體維穩，N型料主流(liu)價(jia)格在40-45元(yuan)/公(gong)(gong)斤(jin)，均(jun)價(jia)42元(yuan)/公(gong)(gong)斤(jin)。N型顆粒硅主流(liu)價(jia)格在38-40元(yuan)/公(gong)(gong)斤(jin)，均(jun)價(jia)39元(yuan)/公(gong)(gong)斤(jin)。國產復(fu)投特(te)級(ji)硅料主流(liu)價(jia)格在33-36元(yuan)/公(gong)(gong)斤(jin)，均(jun)價(jia)35元(yuan)/公(gong)(gong)斤(jin)，國產致密特(te)級(ji)硅料主流(liu)價(jia)格在32-35元(yuan)/公(gong)(gong)斤(jin)，均(jun)價(jia)34元(yuan)/公(gong)(gong)斤(jin)。

硅片：

今日硅(gui)片(pian)(pian)(pian)(pian)價(jia)格整體(ti)維穩， 182mm單(dan)晶(jing)(jing)硅(gui)片(pian)(pian)(pian)(pian)主(zhu)流現(xian)貨(huo)價(jia)格維持1-1.15元(yuan)(yuan)(yuan)(yuan)/片(pian)(pian)(pian)(pian)，均(jun)(jun)價(jia)1.08元(yuan)(yuan)(yuan)(yuan)/片(pian)(pian)(pian)(pian)。210mm單(dan)晶(jing)(jing)硅(gui)片(pian)(pian)(pian)(pian)主(zhu)流現(xian)貨(huo)價(jia)格維持1.6-1.7元(yuan)(yuan)(yuan)(yuan)/片(pian)(pian)(pian)(pian)，均(jun)(jun)價(jia)1.65元(yuan)(yuan)(yuan)(yuan)/片(pian)(pian)(pian)(pian)。N型-183.75mm單(dan)晶(jing)(jing)硅(gui)片(pian)(pian)(pian)(pian)主(zhu)流現(xian)貨(huo)價(jia)格維持1.15-1.18元(yuan)(yuan)(yuan)(yuan)/片(pian)(pian)(pian)(pian)，均(jun)(jun)價(jia)1.18元(yuan)(yuan)(yuan)(yuan)/片(pian)(pian)(pian)(pian)。N型-210mm單(dan)晶(jing)(jing)硅(gui)片(pian)(pian)(pian)(pian)主(zhu)流現(xian)貨(huo)價(jia)格維持1.5-1.55元(yuan)(yuan)(yuan)(yuan)/片(pian)(pian)(pian)(pian)，均(jun)(jun)價(jia)1.55元(yuan)(yuan)(yuan)(yuan)/片(pian)(pian)(pian)(pian)。N型-210Rmm單(dan)晶(jing)(jing)硅(gui)片(pian)(pian)(pian)(pian)主(zhu)流現(xian)貨(huo)價(jia)格1.3-1.35元(yuan)(yuan)(yuan)(yuan)/片(pian)(pian)(pian)(pian)，均(jun)(jun)價(jia)1.33元(yuan)(yuan)(yuan)(yuan)/片(pian)(pian)(pian)(pian)。

電池片：

今日(ri)電(dian)(dian)池片(pian)(pian)價(jia)格(ge)(ge)(ge)整體維穩，23%以(yi)(yi)上183.75mm尺寸雙(shuang)(shuang)面(mian)(mian)(mian)單晶perc主流(liu)價(jia)格(ge)(ge)(ge)在(zai)(zai)0.27-0.29元(yuan)/瓦(wa)，均(jun)價(jia)0.275元(yuan)/瓦(wa)。23%以(yi)(yi)上210mm雙(shuang)(shuang)面(mian)(mian)(mian)單晶perc主流(liu)價(jia)格(ge)(ge)(ge)在(zai)(zai)0.28-0.3元(yuan)/瓦(wa)，均(jun)價(jia)0.28元(yuan)/瓦(wa)。24.3%以(yi)(yi)上183.75mm雙(shuang)(shuang)面(mian)(mian)(mian)Topcon電(dian)(dian)池片(pian)(pian)主流(liu)價(jia)格(ge)(ge)(ge)在(zai)(zai)0.28-0.295元(yuan)/瓦(wa)，均(jun)價(jia)0.29元(yuan)/瓦(wa)。24.3%以(yi)(yi)上210mm雙(shuang)(shuang)面(mian)(mian)(mian)Topcon電(dian)(dian)池片(pian)(pian)主流(liu)價(jia)格(ge)(ge)(ge)在(zai)(zai)0.28-0.29元(yuan)/瓦(wa)，均(jun)價(jia)0.29元(yuan)/瓦(wa)。24.3%以(yi)(yi)上210Rmm雙(shuang)(shuang)面(mian)(mian)(mian)Topcon電(dian)(dian)池片(pian)(pian)主流(liu)價(jia)格(ge)(ge)(ge)在(zai)(zai)0.275-0.29元(yuan)/瓦(wa)，均(jun)價(jia)0.285元(yuan)/瓦(wa)。

組件：

今(jin)日組(zu)件價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)整體維穩，雙面單晶perc組(zu)件（182系(xi)列(lie)）價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在(zai)(zai)0.6-0.67元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)，均價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.665元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)。雙面單晶perc組(zu)件（210系(xi)列(lie)）價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在(zai)(zai)0.62-0.68元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)，均價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.67元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)。N型雙面Topcon 組(zu)件（182系(xi)列(lie)）價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在(zai)(zai)0.64-0.7元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)，均價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.69元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)。N型雙面Topcon 組(zu)件（210系(xi)列(lie)）價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在(zai)(zai)0.65-0.71元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)，均價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.695元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)。N型雙面HJT組(zu)件（210系(xi)列(lie)）價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在(zai)(zai)0.69-0.78元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)，均價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.75元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)。中(zhong)國(guo)區(qu)(qu)分布式項(xiang)目(mu)（≥580W)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在(zai)(zai)0.62-0.68元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)，均價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.62元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa),中(zhong)國(guo)區(qu)(qu)集(ji)中(zhong)式項(xiang)目(mu)（≥585W）價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在(zai)(zai)0.645-0.71元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)，均價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.685元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)。歐洲港(gang)口現貨價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在(zai)(zai)0.085-0.93美(mei)(mei)元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)，均價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.089美(mei)(mei)元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)。印度港(gang)口現貨價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在(zai)(zai)0.086-0.22美(mei)(mei)元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)，均價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.21美(mei)(mei)元(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)(wa)。美(mei)(mei)國(guo)港(gang)口現貨價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)在(zai)(zai)0.26-0.28美(mei)(mei)元(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa)(wa)，均價(jia)(jia)(jia)(jia)為(wei)(wei)(wei)(wei)0.265美(mei)(mei)元(yuan)(yuan)/瓦(wa)(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(ping)方米，均價為19.5元/ 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(yuan)/ 平(ping)方(fang)米。

聚焦每日價格波動核心：

今日整體產業鏈價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)無(wu)明顯變化，整體組件價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)無(wu)調整，現貨市場分(fen)(fen)布式項(xiang)目(mu)≥580瓦數(shu)(shu)交(jiao)付價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)約(yue)在(zai) 0.62-0.67 元 / W 不等，集中(zhong)式項(xiang)目(mu)多數(shu)(shu)廠家按(an)照協(xie)會指導價(jia)(jia)(jia)格(ge)(ge)(ge)(ge)執行交(jiao)付約(yue) 0.68-0.70 元 / W，目(mu)前大部(bu)分(fen)(fen)在(zai)交(jiao)付組件主要以國內2024 年(nian)10-12月前期中(zhong)標執行的(de)(de)項(xiang)目(mu)為主，部(bu)分(fen)(fen)仍在(zai)執行的(de)(de)交(jiao)付項(xiang)目(mu)單價(jia)(jia)(jia)較低處于0.6-0.64 元/W區間。

臨近春節(jie)，多數項目(mu)地(di)已(yi)開啟休假(jia)模式(shi)，組(zu)件(jian)(jian)廠的(de)(de)(de)交付工作也順延至(zhi)年(nian)后發(fa)貨。下(xia)周即將迎來春節(jie)假(jia)期(qi)，部分組(zu)件(jian)(jian)廠本周已(yi)陸續(xu)放假(jia)，目(mu)前(qian)仍在生(sheng)產(chan)的(de)(de)(de)企(qi)業維持5-6成(cheng)的(de)(de)(de)開工率，春節(jie)期(qi)間工廠工人也會(hui)陸續(xu)采(cai)取輪休排(pai)產(chan)的(de)(de)(de)方式(shi)進行(xing)生(sheng)產(chan)。綜合(he)這(zhe)些情況來看(kan)，短期(qi)內(nei)，春節(jie)期(qi)間組(zu)件(jian)(jian)價格預(yu)計不會(hui)出現大幅波動。

期貨市場

行情走勢：主力合約收盤(pan)價(jia)為(wei)43770元(yuan) / 噸(dun)，前結算價(jia)為(wei)44310元(yuan)/噸(dun)，收盤(pan)價(jia)較(jiao)前結算價(jia)跌(die)(die)幅(fu)為(wei)1.22% ，收盤(pan)價(jia)較(jiao)開盤(pan)價(jia)跌(die)(die)230元(yuan)/噸(dun)，跌(die)(die)幅(fu)為(wei)0.52%，成交量為(wei)29641手，持(chi)倉量為(wei)25171手。