量價博弈升級!硅片高位成交帶動電池片報價走強!2025-04-02 18:06來(lai)源:gessey瀏覽數:371次
現貨市場價格變動: 多晶硅: 今日硅料(liao)(liao)價(jia)格(ge)整體(ti)維穩,N型料(liao)(liao)主(zhu)流(liu)價(jia)格(ge)在40-45元(yuan)/公(gong)(gong)斤(jin)(jin),均價(jia)42元(yuan)/公(gong)(gong)斤(jin)(jin)。N型顆粒硅主(zhu)流(liu)價(jia)格(ge)在38-40元(yuan)/公(gong)(gong)斤(jin)(jin),均價(jia)39元(yuan)/公(gong)(gong)斤(jin)(jin)。國(guo)產(chan)復投(tou)特級硅料(liao)(liao)主(zhu)流(liu)價(jia)格(ge)在33-36元(yuan)/公(gong)(gong)斤(jin)(jin),均價(jia)35元(yuan)/公(gong)(gong)斤(jin)(jin),國(guo)產(chan)致密特級硅料(liao)(liao)主(zhu)流(liu)價(jia)格(ge)在32-35元(yuan)/公(gong)(gong)斤(jin)(jin),均價(jia)34元(yuan)/公(gong)(gong)斤(jin)(jin)。 硅片: 今日硅片(pian)價格小幅上(shang)漲, N型-183.75mm單(dan)晶(jing)硅片(pian)主(zhu)流現貨價格維持1.2-1.3元/片(pian),均價1.28元/片(pian),上漲4.07%。N型-210mm單晶(jing)硅片(pian)主流現貨價格(ge)維持1.5-1.6元(yuan)/片(pian),均價1.58元(yuan)/片(pian),上漲1.94%。N型-210Rmm單晶硅片主流現貨(huo)價格(ge)1.45-1.55元(yuan)/片,均價1.55元(yuan)/片,上漲(zhang)3.33%。 電池片: 今日電(dian)池(chi)片價(jia)(jia)格(ge)整體維穩,23%以(yi)上(shang)183.75mm尺寸雙(shuang)面(mian)單晶(jing)perc主(zhu)(zhu)流價(jia)(jia)格(ge)在(zai)0.27-0.29元(yuan)/瓦(wa)(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)0.275元(yuan)/瓦(wa)(wa)(wa)(wa)(wa)。23%以(yi)上(shang)210mm雙(shuang)面(mian)單晶(jing)perc主(zhu)(zhu)流價(jia)(jia)格(ge)在(zai)0.28-0.3元(yuan)/瓦(wa)(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)0.28元(yuan)/瓦(wa)(wa)(wa)(wa)(wa)。24.3%以(yi)上(shang)183.75mm雙(shuang)面(mian)Topcon電(dian)池(chi)片主(zhu)(zhu)流價(jia)(jia)格(ge)在(zai)0.295-0.305元(yuan)/瓦(wa)(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)0.3元(yuan)/瓦(wa)(wa)(wa)(wa)(wa)。24.3%以(yi)上(shang)210mm雙(shuang)面(mian)Topcon電(dian)池(chi)片主(zhu)(zhu)流價(jia)(jia)格(ge)在(zai)0.29-0.31元(yuan)/瓦(wa)(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)0.305元(yuan)/瓦(wa)(wa)(wa)(wa)(wa)。24.3%以(yi)上(shang)210Rmm雙(shuang)面(mian)Topcon電(dian)池(chi)片主(zhu)(zhu)流價(jia)(jia)格(ge)在(zai)0.32-0.35元(yuan)/瓦(wa)(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)0.34元(yuan)/瓦(wa)(wa)(wa)(wa)(wa)。 組件: 今日(ri)組(zu)(zu)(zu)件價(jia)(jia)(jia)(jia)格(ge)(ge)整體維穩,雙(shuang)(shuang)(shuang)面(mian)(mian)(mian)單晶perc組(zu)(zu)(zu)件(182系(xi)列(lie))價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)(zai)(zai)0.6-0.67元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)0.665元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。雙(shuang)(shuang)(shuang)面(mian)(mian)(mian)單晶perc組(zu)(zu)(zu)件(210系(xi)列(lie))價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)(zai)(zai)0.62-0.68元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)0.67元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。N型雙(shuang)(shuang)(shuang)面(mian)(mian)(mian)Topcon 組(zu)(zu)(zu)件(182系(xi)列(lie))價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)(zai)(zai)0.72-0.77元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)0.75元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。N型雙(shuang)(shuang)(shuang)面(mian)(mian)(mian)Topcon 組(zu)(zu)(zu)件(210系(xi)列(lie))價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)(zai)(zai)0.72-0.78元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)0.75元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。N型雙(shuang)(shuang)(shuang)面(mian)(mian)(mian)HJT組(zu)(zu)(zu)件(210系(xi)列(lie))價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)(zai)(zai)0.75-0.8元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)0.795元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。N型雙(shuang)(shuang)(shuang)面(mian)(mian)(mian)BC組(zu)(zu)(zu)件(210R系(xi)列(lie))價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)(zai)(zai)0.85-0.9元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)0.87元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。中國區分布式項目(mu)(≥580W)價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)(zai)(zai)0.74-0.8元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)0.76元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa),中國區集中式項目(mu)(≥585W)價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)(zai)(zai)0.67-0.73元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)0.7元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。N型雙(shuang)(shuang)(shuang)面(mian)(mian)(mian)BC組(zu)(zu)(zu)件(210R系(xi)列(lie))集中式項目(mu)價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)(zai)(zai)0.8-0.82元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)0.805元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。歐洲港(gang)口現(xian)貨(huo)價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)(zai)(zai)0.088-0.96美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)0.092美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。印(yin)度港(gang)口現(xian)貨(huo)價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)(zai)(zai)0.086-0.22美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)0.21美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。美(mei)(mei)國港(gang)口現(xian)貨(huo)價(jia)(jia)(jia)(jia)格(ge)(ge)在(zai)(zai)(zai)(zai)(zai)0.26-0.28美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/ 瓦(wa)(wa)(wa)(wa),均(jun)價(jia)(jia)(jia)(jia)為(wei)(wei)0.265美(mei)(mei)元(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)(yuan)/瓦(wa)(wa)(wa)(wa)。 玻璃: 今日(ri)玻(bo)璃(li)價(jia)格(ge)整體維(wei)穩(wen),3.2mm雙(shuang)層鍍(du)膜(mo)光伏(fu)玻(bo)璃(li)價(jia)格(ge)在22-24元(yuan)/平(ping)(ping)方(fang)米(mi),均(jun)價(jia)為23.5元(yuan)/平(ping)(ping)方(fang)米(mi)。2.0mm雙(shuang)層鍍(du)膜(mo)光伏(fu)玻(bo)璃(li)價(jia)格(ge)在12.5-14.5元(yuan)/平(ping)(ping)方(fang)米(mi),均(jun)價(jia)為14元(yuan)/平(ping)(ping)方(fang)米(mi)。 聚焦今日核心價格波動: 繼周一硅片企(qi)業報價(jia)上漲后,今日硅片各(ge)規格(ge)陸(lu)續高(gao)位(wei)有成交(jiao),主(zhu)(zhu)流均(jun)價(jia)進一步上漲, N型(xing)-183.75mm單晶硅片主(zhu)(zhu)流現貨價(jia)格(ge)維持(chi)1.2-1.3元/片,均(jun)價(jia)1.28元/片,上漲(zhang)4.07%。N型-210mm單晶硅片(pian)(pian)主流(liu)現貨(huo)價(jia)格維持(chi)1.5-1.6元/片(pian)(pian),均(jun)價(jia)1.58元/片(pian)(pian),上(shang)漲1.94%。N型-210Rmm單晶硅片(pian)主流現(xian)貨價格1.45-1.55元/片(pian),均(jun)價1.55元/片(pian),上漲3.33%。 除了硅片外企(qi)業環節,電池、組(zu)件(jian)暫(zan)且(qie)維(wei)穩,組(zu)件(jian)最新分布(bu)式(shi)價(jia)(jia)格均價(jia)(jia)維(wei)持0.78元/瓦,不(bu)過基于硅片的(de)高(gao)位(wei)逐步有成交(jiao)顯現(xian),電池片企(qi)業報價(jia)(jia)逐步轉(zhuan)強,目前高(gao)位(wei)報價(jia)(jia)維(wei)持0.35元/瓦,不(bu)過,現(xian)階段(duan)電池片市場的(de)最新成交(jiao)量尚(shang)未完全放開(kai),后(hou)續走勢仍需(xu)進一(yi)步觀察。 期貨市場 行情走勢:主力合約收(shou)盤(pan)(pan)價為(wei)43680元/噸,前結算(suan)價為(wei)43500元/噸,收(shou)盤(pan)(pan)價較(jiao)前結算(suan)價漲(zhang)幅(fu)為(wei)0.41%,收(shou)盤(pan)(pan)價較(jiao)開盤(pan)(pan)價漲(zhang)180元/噸,漲(zhang)幅(fu)為(wei)0.41%,成交量(liang)為(wei)11281手(shou),持倉量(liang)為(wei)28096手(shou)。
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