两大巨头宣布硅片涨价，光伏界新一轮“肉搏”即将展开？

银柿财经08-27

8月27日上午，一则隆基绿能（601012.SH）宣布硅片涨价的消息让沉寂许久的光伏板块得到资金关注。盘中，隆基绿能一度涨近4.4%，金刚光伏（300093.SZ）一度涨近18%、帝科股份（300842.SZ）一度涨超12%，此外，福斯特（603806.SH）、TCL中环（002129.SZ）、东方日升（300118.SZ）、爱旭股份（600732.SH）等光伏企业股价均在消息发布后出现异动，但...

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1.5元/片。银柿财经以投资者身份向TCL中环核实相关消息，公司投资者热线人士表示，经核实，公司硅片目前的对外报价确实已经上调了。隆基绿能和TCL中环是硅片生产企业的两大巨头。2023年，隆基绿能实现硅片出货125.42GW（其中对外销售53.79GW），同比增长47.45%，连续九年保持单晶硅片全球出货量第一。截至2023年末，公司自有硅片产能达到170GW。TCL中环发布的2024年半年报显示，公司是光伏硅片领域龙头企业，产能规模全球领先。截至报告期末，公司晶体产能达190GW，硅片出货同比增长18.3%至62GW，综合市占率全球第一。2023年以来，随着光伏产业链各环节产能的持续扩张，阶段性供需失衡矛盾突出，光伏各环节产品价格急速下跌。同花顺iFinD数据显示，截至2024年8月21日，硅片主流品种平均价已经跌至1.35元/片，续创年内新低，2024年以来价格近乎腰斩。在这样的背景下，相关企业的经营业绩也受到很大影响。以隆基绿能为例，公司发布的2024年半年度业绩预告显示，上半年预计净亏损48亿元～55亿元，公司指出光伏各环节主要产品市场销售价格大幅下降导致公司增量不增收。已经发布半年报的TCL中环在2024年上半年营收同比下降53.54%，净亏损30.64亿元。半年报显示，光伏硅片产品在TCL中环营收中占比64.34%，但毛利率为-9.25%。国金证券研报指出，TCL中环硅片出货持续增长，但价格承压亏损加大。上半年行业供需失衡加剧，公司降本不及市场价格下跌速度，硅片业务盈利能力显著下降。根据中报披露，截至报告期末，TCL中环N型硅片产品实现单台月产领先行业次优约12.3%、公斤出片数领先行业次优约1.15片，在单位折旧偏高的背景下全成本领先行业次优约0.033元/W。但即使这样，公司仍旧亏损加大，可想而知，其他硅片生产企业也处于经营十分艰难的时刻。在此背景下，隆基绿能、TCL中环率先宣布硅片涨价，对行业会产生什么影响？彭博新能源财经分析师谭佑儒在接受银柿财经采访时表示：“今年以来，N型硅片价格再度腰斩，是光伏供应链里价格下跌幅度最大的环节，厂商上半年普遍亏损较大。现阶段的调价可能是供应链上下游价格的新一轮博弈，但是硅片环节供应过剩和库存问题依然值得关注。”标普全球清洁能源技术光伏首席分析师胡丹也告诉银柿财经：“涨价是因为之前下跌太多，企业亏损太久。”有业内人士也调侃道，这个价格经常波动，不用太过在意，类似猪肉价格。至于后续影响，有待进一步观察。","kind":null,"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":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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