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2023-08-28

$隆基绿能(601012)$ 硅片价格上涨跟硅料成本上升有关

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硅片价格上涨跟硅料成本上升有关","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/213806634488072","repostId":2362975714,"repostType":2,"repost":{"id":"2362975714","kind":"news","pubTimestamp":1692970184,"share":"https://www.laohu8.com/m/news/2362975714?lang=&edition=full","pubTime":"2023-08-25 21:29","market":"sh","language":"zh","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","url":"https://stock-news.laohu8.com/highlight/detail?id=2362975714","media":"泡财经","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。","content":"<html><body><article><p>泡财经获悉，8月25日晚间，<a href=\"https://laohu8.com/S/601012\">隆基绿能</a>（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%。</p><p>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。</p><p>隆基绿能为光伏一体化龙头。</p><p>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。</p><p>光伏行业所谓一体化，即对全产业链进行布局。</p><p>另一家光伏硅片巨头<a href=\"https://laohu8.com/S/002129\">TCL中环</a>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。</p><p>硅片价格上涨跟硅料成本上升有关。</p><p>8月23日，硅业分会公布了<a href=\"https://laohu8.com/S/000591\">太阳能</a>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。</p><p>从光伏硅片全行业看，8月24日，据<a href=\"https://laohu8.com/S/08306\">中国有色金属</a>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。</p><p>本文首发于泡财经风口解读专题，如有转载，请注明出处。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601012":"隆基绿能","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA 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Opportunities A2 USD","BK0175":"白马股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082521303082088722&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2362975714","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。","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["601012"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":48,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/213806634488072"}