Cookies and related technologies on this site

You can learn more about how this site uses cookies and related technologies by reading or privacy policy linked below.
We do NOT use cookies to examine your surfing behavior before or after leaving the Canadian Solar’s website.

Required cookies:

These cookies are necessary to enable the basic features of this site to function, such as providing secure log-in or remembering how far you are through an order.

Functional cookies:

These cookies analyze your use of the site to evaluate and improve site performance. They may also be used to provide a better customer experience on sites. For example, remembering your log-in details, or providing information about how site is used.
We do NOT use these cookies.

Advertising cookies

These cookies are used to show ads that are more relevant. Sites may use it to better understand your interests. For example, the cookies will allow you to share certain pages with social networks, or allow you to post comments on sites.
We do NOT use these cookies.

OK

止跌回升,逆势上扬,多晶黑硅竞争力持续走强

止跌回升,逆势上扬,多晶黑硅竞争力持续走强 安泰科多晶硅最新报价显示,本周太阳能特级致密料成交价、太阳能一级致密料成交价以及太阳能一级菜花料成交价均告上涨,涨幅在0.21%至1%之间。这是自6月份以来,多晶硅报价首次企稳上涨。此前,多晶硅报价已连跌六周。 据硅业分会专家分析,多晶硅报价企稳的原因首先是下游多晶硅片企业开工率上周起有所提升,多晶硅料订单需求逐渐回暖,刺激了一线硅料企业需求。本周,在下游开工率继续提升的前提下,需求回暖传导至二线企业,开始消化积压库存,成交有所增加。同时,由于6月份有12家多晶硅企业选择检修或停产,涉及检修产能达到8.25万吨/年,占国内总产能的27.7%,令供应大幅减少。而根据各企业的检修计划,预计7月份国内多晶硅产量将进一步减少至1.6万吨左右,海外企业OCI、HKS供应也有所减少,有助市场供需进一步改善。 “这说明多晶硅价格跌到目前8万元至9万元的位置时,价格已经筑底了。”国内一家多晶硅龙头企业负责人告诉上证报记者,一方面是多晶硅片需求上扬,对多晶硅的需求再度增长;另一方面,也源于6月份以来部分多晶硅企业选择部分装置检修停产,消化库存,减少了市场整体供应。 据他透露,除了多晶硅之外,7月份多晶硅片的产销量也出现回暖,多晶硅片价格也略有上调,从6月底的2.2元/片至2.3元/片涨到2.4元/片至2.5元/片。 “如果接下来整体需求上升,多晶硅价格会反弹,但反弹幅度不会太大,因为反弹后,现有多晶硅企业会开足负荷满足市场新增的需求。而如果整体需求继续下行,则多晶硅企业会继续停车检修,减少市场供应,达到新的供需平衡。因此,价格的涨跌幅度都比较有限。”上述负责人说。 他同时表示,随着光伏市场整体下滑,现在需要效率更高、成本更优的组件产品。随着多晶黑硅技术日趋成熟,“金刚线切多晶硅片+黑硅+PERC”类产品的60片组件功率可以达到300瓦至305瓦,光衰减低,相对更有竞争力。 硅业分会数据显示,2018上半年国内多晶硅产量约14.06万吨,同比增加19.1%。一季度和二季度产量分别为7.17万吨和6.89万吨,其中前5个月产量12.14万吨,同比增加23.6%,6月份产量环比大幅减少25.0%。