环球快资讯丨硅片暴跌20%、电池15%、组件10%

(资料图片)

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" text-align:="" left;="" visibility:="" visible;"="">12月21日，硅业分会发布最新价格信息。分析数据显示，本周硅片价格呈熔断式下跌。其中M6、M10、G12单晶硅片成交均价分别降至5.08元/片、5.41元/片、7.25元/片，周环比跌幅分别为15.2%、20%、18.4%。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" text-align:="" left;="" visibility:="" visible;"="">详细情况：

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" text-align:="" left;="" visibility:="" visible;"="">1、M6单晶硅片价格区间在5-5.1元/片，成交均价降至5.08元/片，周环比跌幅为15.2%；

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" text-align:="" left;="" visibility:="" visible;"="">2、M10单晶硅片价格区间在5.38-5.5元/片，成交均价降至5.41元/片，周环比跌幅为20%；

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" text-align:="" left;="" visibility:="" visible;"="">3、G12单晶硅片价格区间在7.16-7.5元/片，成交均价降至7.25元/片，周环比跌幅为18.4%。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" text-align:="" left;="" visibility:="" visible;"="">分析认为，本周跌幅包含前两周降价幅度，而根本原因是传导硅料降价。（多晶硅激烈博弈，三个月内或将跌破200！）

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" text-align:="" left;="" visibility:="" visible;"="">硅业分会指出，供给方面，一线企业和专业化企业再度降低开工率；需求方面，全产业链降价终端萎靡。本周，两家一线硅片企业开工率降低至80%和85%，一体化企业开工率维持在70%-80%之间，其余企业开工率下降至60%-70%之间。记者注意到，上周，硅业分会并未更新硅片报价，该机构指出，本周跌幅包含前两周降价幅度，而根本原因是传导硅料降价。将上述数据与PV Consulting等机构的数据对比来看，上周M10、G12硅片均价分别为6.15元/片、8.1元/片，本周环比降幅均超过10%。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" text-align:="" left;="" visibility:="" visible;"="">目前，主流电池片成交价降低至1.15元/W左右，环比下跌15.4%。组件端，远期订单的执行价降至1.72-1.8元/W，环比跌幅达10.4%。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" visibility:="" visible;="" text-align:="" center;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" text-align:="" left;"="">对于调整价格，机构预测到2022年底，硅片企业的理论产能合计将超400GW，假设今年全球光伏新增装机量为230GW，按照1:1.25的容配比计算，对应硅片需求约288GW左右，硅片产能或将面临过剩压力。