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光伏产业链单晶硅,多晶硅价格监测

PV多晶硅价格上涨0.96%,二级多晶硅价格保持不变,多晶硅片价格下降0.16%0.16%,单晶硅片价格下降0.82%0.67%,多晶电池片价格下降0.43-0.5%,单晶电池片价格下降0.49-3.1%,多晶硅太阳能电池组件价格保持不变,薄膜太阳能组件价格保持不变;solarzoom(光伏产业互联网平台):多晶硅价格保持不变,一线主流成交价格在152-153/公斤,多晶硅片价格保持不变,单晶硅片价格保持不变,多晶电池片价格保持不变,单晶电池片价格保持不变;energytrend(新能源产业分析品牌):多晶硅价格保持不变,特高效多晶硅片价格保持不变,金刚线切多晶硅片价格保持不变,高效多晶硅片价格保持不变,单晶硅片价格保持不变,多晶电池片价格下降0.45,单晶硅电池价格下降1.84%,多晶组件价格保持不变,单晶组件价格保持不变。

简评上周光伏版块调整幅度较大,我们的观点认为光伏行业的基本面仍然向好;政策面也很平静,尚未有实质性政策落地,在国家加大光伏支持力度,尤其是支持自发自用分布式的一贯政策导向下,我们预计未来陆续还会有补贴、并网、售电等方面的利好政策落地。股价调整带来光伏各环节龙头的战略买入机会。

上周价格与供需层面的情况如下。多晶硅料供应仍然偏紧,价格仍然维持在较高水平;硅片环节,单晶硅片如果做成PERC单晶电池能够具备相对于多晶硅片的更高溢价,但由于现阶段下游PERC电池的产能不足,部分单晶硅片现货的报价低至5.5元每片,不过龙头单晶企业反馈订单饱满,现阶段单晶硅片的价格已经具备很高的性价比,而随着下游电池PERC产能持续扩张,将支撑后期单晶硅片同多晶金刚线片的价差拉大,单晶路线的长期优势是确定的。电池片方面,由于多晶金刚线片的占比提升,电池价格略有下降;组件环节,根据调研结果,多数大厂12月订单较为饱满,因此多晶组件价格较为稳定,单晶组件价格随着上游单晶电池降价而略有下降。