【风口解读】扛不住了？硅料“涨”声不断，隆基绿能上调硅片价格

泡财经2023-08-25

泡财经获悉，8月25日晚间，隆基绿能（601012.SH）官网显示，8月单晶硅片价格公示，“单晶硅片P型M10 150μm厚度（182/247mm）”价格由2.93元人民币上调至3.38元，涨幅15.4%。此前5月29日、6月30日、7月25日，隆基单晶硅片P型M10 150μm厚度（182/247mm）价格分别为4.36元人民币、2.93元人民币、2.93元人民币。也就是说，五月末以来，隆基绿能...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

爱炒股爱生活
2023-08-28
爱炒股爱生活
$隆基绿能(601012)$ 硅片价格上涨跟硅料成本上升有关

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2362975714?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2023-08-25 21:29","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2362975714","market":"sh","top_or_hot":-1,"title":"【风口解读】扛不住了？硅料“涨”声不断，隆基绿能上调硅片价格","media":"泡财经","content":"<div>\n<p>泡财经获悉，8月25日晚间，隆基绿能（601012.SH）官网显示，8月单晶硅片价格公示，“单晶硅片P型M10 150μm厚度（182/247mm）”价格由2.93元人民币上调至3.38元，涨幅15.4%。此前5月29日、6月30日、7月25日，隆基单晶硅片P型M10 150μm厚度（182/247mm）价格分别为4.36元人民币、2.93元人民币、2.93元人民币。也就是说，五月末以来，隆基绿能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082521303082088722&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【风口解读】扛不住了？硅料“涨”声不断，隆基绿能上调硅片价格</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【风口解读】扛不住了？硅料“涨”声不断，隆基绿能上调硅片价格\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-25 21:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082521303082088722&s=b><strong>泡财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>泡财经获悉，8月25日晚间，隆基绿能（601012.SH）官网显示，8月单晶硅片价格公示，“单晶硅片P型M10 150μm厚度（182/247mm）”价格由2.93元人民币上调至3.38元，涨幅15.4%。此前5月29日、6月30日、7月25日，隆基单晶硅片P型M10 150μm厚度（182/247mm）价格分别为4.36元人民币、2.93元人民币、2.93元人民币。也就是说，五月末以来，隆基绿能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082521303082088722&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0054","symbol_name":"太阳能发电","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082521303082088722&s=b","article_id":"2362975714","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082521303082088722&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2362975714","pubTimestamp":1692970184,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"泡财经获悉，8月25日晚间，隆基绿能官网显示，8月单晶硅片价格公示，“单晶硅片P型M10 150μm厚度”价格由2.93元人民币上调至3.38元，涨幅15.4%。也就是说，五月末以来，隆基绿能硅片终于涨价了。硅片价格上涨跟硅料成本上升有关。今年下半年以来，多晶硅价格已经连续6周上涨。从光伏硅片全行业看，8月24日，据中国有色金属工业协会硅业分会消息，本周硅片价格延续上涨趋势。需求方面，电池企业维持满负荷生产，组件或在酝酿涨价。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601012":"隆基绿能","BK0054":"太阳能发电","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0175":"白马股","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1146622755.USD":"安本中国A股股票基金A Acc","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK0196":"行业龙头","LU0048580855.USD":"富达大中华区A","LU0140636845.USD":"施罗德大中华区股票A Acc","LU2348773727.SGD":"Aberdeen Standard SICAV I - Asian Sustainable Development Equity A Acc SGD-H","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","BK0224":"电气机械","LU0228659784.USD":"施罗德金砖四国基金","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1997245177.USD":"安联神洲A股基金","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","LU2153592121.USD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc USD","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU2153591404.USD":"Aberdeen Standard SICAV I - Asian Sustainable Development Equity A Acc USD","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK0028":"国家队","BK0201":"可转债","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK0188":"融资融券","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","LU0181495838.USD":"施罗德新兴亚洲A Acc","BK0187":"一线龙头"},"translate_title":"[Interpretation of Tuyere] Can't carry it? The \"rising\" sound of silicon materials continues, and Longji Green Energy raises the price of silicon wafers","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601012":0.9},"content_text":"泡财经获悉，8月25日晚间，隆基绿能（601012.SH）官网显示，8月单晶硅片价格公示，“单晶硅片P型M10 150μm厚度（182/247mm）”价格由2.93元人民币上调至3.38元，涨幅15.4%。此前5月29日、6月30日、7月25日，隆基单晶硅片P型M10 150μm厚度（182/247mm）价格分别为4.36元人民币、2.93元人民币、2.93元人民币。也就是说，五月末以来，隆基绿能硅片终于涨价了。隆基绿能为光伏一体化龙头。硅料和硅片属于光伏产业链上游，硅片由硅料加工而成；电池和组件属于光伏产业链的中下游，电池片由硅片制成，组件由电池片串并联连接而成。光伏行业所谓一体化，即对全产业链进行布局。另一家光伏硅片巨头TCL中环8月21日最新报价显示，各品类硅片价格上调3%以上，自7月29日第一次涨价以来，TCL中环的硅片价格已经持续来到了第三轮上涨。硅片价格上涨跟硅料成本上升有关。8月23日，硅业分会公布了太阳能级多晶硅最新价格，其中，N型料成交价8.40万-9.30万元/吨，平均为8.91万元/吨，均价周环比上涨5.32%。单晶复投料成交价7.20万-8.00万元/吨，平均为7.72万元/吨，均价周环比上涨3.21%。单晶致密料成交价7.00万-7.80万元/吨，平均为7.51万元/吨，均价周环比上涨3.30%。单晶菜花料成交价6.70万-7.50万元/吨，平均为7.21万元/吨，均价周环比上涨4.19%。今年下半年以来，多晶硅价格已经连续6周上涨。从光伏硅片全行业看，8月24日，据中国有色金属工业协会硅业分会消息，本周硅片价格延续上涨趋势。M10单晶硅片(182mm/150μm)成交均价提升至3.36元/片，周环比涨幅为6.67%；本周硅片价格上涨的主要原因是一线企业上调报价，其他企业跟随调价，截至本周大部分电池企业接受当前价格。供应方面，P型M10单晶硅片结构性供应紧张，其他尺寸硅片紧平衡。需求方面，电池企业维持满负荷生产，组件或在酝酿涨价。本文首发于泡财经风口解读专题，如有转载，请注明出处。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":213806634488072,"gmtCreate":1693217045985,"gmtModify":1693217047259,"author":{"id":"3581636937679925","authorId":"3581636937679925","name":"爱炒股爱生活","avatar":"https://static.tigerbbs.com/849f0252cda70d3ef87e9adab873724f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581636937679925","authorIdStr":"3581636937679925"},"htmlText":"<a href=\"https://laohu8.com/S/601012\">$隆基绿能(601012)$&nbsp;&nbsp;</a>硅片价格上涨跟硅料成本上升有关","listText":"<a href=\"https://laohu8.com/S/601012\">$隆基绿能(601012)$&nbsp;&nbsp;</a>硅片价格上涨跟硅料成本上升有关","text":"$隆基绿能(601012)$ 硅片价格上涨跟硅料成本上升有关","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/213806634488072","repostId":2362975714,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2362975714"}