组件价格全面上涨？隆基、晶澳、天合等一线光伏企业回应

第一财经2025-02-25

近日，市场传言多家国内一线光伏组件企业集体上调组件价格，传言的上调价格约在几分钱每瓦区间，一度被业内解读为传递出积极的底部反转信号。2月25日，接近隆基绿能（601012.SH）市场部人士对第一财经记者表示，受电力改革政策影响，上周公司分布式的出厂价上涨0.03元/瓦至0.05元/瓦，集中式价格暂没有变化，但预计涨价不可持续。天合光能（688599.SH）方面也对第一财经证实了涨价传言。“确实涨了...

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First-tier photovoltaic companies such as LONGi, JA Solar, and Trina responded","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600732":1,"601012":1,"688223":0.9,"688599":1,"002459":1},"content_text":"近日，市场传言多家国内一线光伏组件企业集体上调组件价格，传言的上调价格约在几分钱每瓦区间，一度被业内解读为传递出积极的底部反转信号。2月25日，接近隆基绿能（601012.SH）市场部人士对第一财经记者表示，受电力改革政策影响，上周公司分布式的出厂价上涨0.03元/瓦至0.05元/瓦，集中式价格暂没有变化，但预计涨价不可持续。天合光能（688599.SH）方面也对第一财经证实了涨价传言。“确实涨了点。”该公司相关负责人对记者表示，渠道卖客户的组件价格上涨了0.02元/瓦至0.03元/瓦。目前国内市场及欧洲市场已确认涨价，美国市场情况暂不清楚。谈及国内及欧洲市场涨价原因，天合光能方面今日回应称：“国内的行业自律逐渐发挥作用，市场调节机制逐渐回归。欧洲方面，库存去化已基本完成。”“光伏组件是要涨价了。”晶澳科技（002459.SZ）相关负责人今天对第一财经记者表示，春节后市场需求转暖，公司后续接单情况非常好。“光伏组件的涨价，除了有市场需求的支撑外，由于上游原材料仍处于亏损状态，成本有提成涨价的压力，需要组件涨价传导（成本压力）。”“中国市场需求占比大，国内能涨起来，基本就都涨起来了。”谈及欧洲市场的去库进度，该负责人告诉记者，去年圣诞节欧洲有一轮分销商甩货，目前已经结束了。某全球出货量领先的国内一线光伏组件企业向第一财经记者确认，近期公司给国内经销商的售价确有上涨，涨幅约0.02元/瓦。该公司负责人还表示，“行业持续推进自律性供给侧改革，叠加节后需求小幅复苏，或是涨价的主要动因。后续涨价能否持续主要看供给侧改革推进情况。”爱旭股份（600732.SH）相关负责人回应第一财经记者称，公司ABC组件（All Back Contact）的出厂价计划涨小几分钱，不同渠道可能略有区别，渠道有自己的价格加成方式，不过整体看，终端客户反馈和接受程度良好。组件的涨价动因方面，爱旭股份对记者表示，由于行业对于自律遵守情况较为理想，目前各环节开工率维持较低水平，供需矛盾缓解成果初现，因此产业链价格持续走在上行通道中。“另外，由于电力市场化交易的新老划断时间线，国内客户会有一定抢装行为，这也进一步加速了组件涨价进程。”行业资讯机构 InfoLink Consulting上周公布的2024年全球光伏组件出货排行信息显示，2024年，晶科能源（688223.SH）、隆基绿能（601012.SH）、晶澳科技（002459.SZ）、天合光能（688599.SH）为全球组件出货量排名前四的厂家。这四家企业贡献了组件出货量排名前十厂家总出货量的60%，与排名靠后的厂家相比，出货量差距约在30%以上。","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,"need_auth":false,"code":"91000000","status":"200"},"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","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/2514028548","isCrawlerRequest":true}