光伏市场回暖？头部企业上调3月排产，市场出现“回购潮”

第一财经03-07

机构数据显示，今年3月以来，全球光伏需求进入旺季，海外市场出货加快。部分行业龙头企业先后表示，适度上调3月的排产规模。　　从最新的排产信息来看，3月的光伏市场似乎了出现需求复苏的迹象。第一财经记者从企业方了解到，晶科能源（688223.SH）3月的排产环比增长较为明显，隆基绿能（601012.SH）适度上调了2024年3月组件的排产规模。　　晶科能源表示，一季度是行业需求传统淡季，二月行业...

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The head company raised the production schedule in March, and there was a \"repurchase tide\" in the market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300118":1,"300274":1,"300724":1,"600438":1,"601012":1,"688223":1,"002459":1,"002129":1},"content_text":"机构数据显示，今年3月以来，全球光伏需求进入旺季，海外市场出货加快。部分行业龙头企业先后表示，适度上调3月的排产规模。\n　　从最新的排产信息来看，3月的光伏市场似乎了出现需求复苏的迹象。第一财经记者从企业方了解到，晶科能源（688223.SH）3月的排产环比增长较为明显，隆基绿能（601012.SH）适度上调了2024年3月组件的排产规模。\n\n　　晶科能源表示，一季度是行业需求传统淡季，二月行业开工普遍较低，但是随着节后国内外新增需求启动，以及此前欧洲库存去化加速，3月排产环比增长较为明显。“公司目前N型TOPCon电池有效年化产能在70GW以上。”\n　　晶科能源董事长李仙德一个多月前接受第一财经记者采访时曾表示，今年一季度的市场需求会低于去年四季度，二、三季度可能的趋势是光伏组件价格会调整到一个合理的利润价格，但不会出现1.2~1.3元/瓦的可能性。\n　　李仙德认为，由于价格的下降提高了光伏电站的投资收益，2024年的市场需求相比2023年还会有20%的增长。\n　　另一行业龙头企业隆基绿能则表示，行业组件排产自2024年3月开始提高，具体幅度取决于终端需求的放量水平。结合光伏市场需求变化和公司订单情况，公司适度上调了2024年3月组件排产规模，以保障国内外客户的产品需求。\n　　“受春节假期和寒冷天气影响，叠加部分市场短期去库压力，2024年第一季度光伏市场需求较为清淡。”隆基绿能认为，随着季节性因素的消除以及行业库存压力的缓解，全球光伏需求将开始逐步恢复，特别是在当前组件价格处于底部位置的时候，也会催生下游市场主动补库的需求。\n　　研究机构集邦咨询3月5日发布的报告指出，据产业反馈及不完全统计，今年3月组件目前排产增速超过35%，超过1月份的排产。考虑到二、三季度需求逐步释放，预计后续月份光伏组件的排产量有望继续提升，3月份排产初步验证需求强度。\n　　据行业机构InfoLink Consulting披露的数据，受到终端需求回暖影响，产出大幅回升，3月光伏电池端的排产约为62GW，环比2月上涨约三成（上涨32%）。\n　　集邦咨询分析称，今年3月以来，全球光伏需求进入旺季，海外市场出货加快，光伏电池、组件企业的排产有显著提升，光伏组件端开始试探性涨价，与春节前相比涨幅0.02元/瓦至0.03元/瓦，产业链价格有望迎来阶段性修复。\n　　该机构认为，如果这一形势持续到本月底，可能会推动一些三线品牌重新开工，参与市场竞争，届时光伏产业链的价格可能迎来新的波动。\n　　值得注意的是，近日A股光伏企业迎来“回购潮”，隆基绿能、晶澳科技（002459.SZ）、TCL中环（002129.SZ）、东方日升（300118.SZ）、阳光电源（300274.SZ）、捷佳伟创（300724.SZ）等企业纷纷抛出回购增持计划。硅料电池片企业通威股份（600438.SH）控股股东通威集团拟斥10亿元至20亿元增持股份，主营业务为光伏逆变器的阳光电源抛出最高10亿元的回购计划，主营硅片业务的TCL中环斥9.62亿元回购约500万股。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王其霖","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"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":"4.22.4","shortVersion":"4.22.4","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/2417999765"}