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最高成交价26.6万元/吨!硅料16连涨 - 深圳太阳能板厂家/工厂,专注太阳能板生产15年-幻启科技(深圳)有限公司

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最高成交价26.6万元/吨!硅料16连涨

幻启太阳能科技 05/19/2022

5月11日,硅业分会公布最新硅料成交价格!

数据显示,本周国内单晶复投料价格区间在25.5-26.6万元/吨,成交均价上涨至26.11万元/吨,周环比涨幅为2.23%;单晶致密料价格区间在25.3-26.4万元/吨,成交均价上涨至25.87万元/吨,周环比涨幅为2.13%。

至此,硅料价格已连续16周上涨,且单晶复投料最高成交价格已达到26.6万元/吨,大有上攻27万元/吨之势。

涨幅方面,单晶复投料环比涨幅为2.23%,单晶致密料环比涨幅为2.13%,一改过去连续数周环比涨幅不超过1%的姿态。这其中,固然有五一假期间未公布硅料成交价格的因素影响,但更多还是因供需失衡所致。

据中国海关出口数据,今年我国一季度光伏新增装机量13.21GW,同比大涨148%;据中国海关出口数据显示,一季度我国向海外出口共计37.2GW的光伏组件,同比增长112%,且每月涨幅均在100%以上。

由此可见,正是下游需求的不断增长,导致硅片及一体化企业面对高价也要买买买,在产能增量较为有限的情况下,硅料价格上涨丝毫不让人意外。

但一季度光伏组件出口大涨,有一半“功劳”来自印度。主要原因是印度政府在四月开始课征BCD关税,厂家们赶在BCD关税征收前大量进口光伏产品,造成了空前的成长。四月后印度进口需求已明显“降温”,硅料价格为何还在疯狂上涨?

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