多(duo)(duo)(duo)晶(jing)硅:進入(ru)本(ben)(ben)月中(zhong)(zhong)旬，國(guo)內主(zhu)流(liu)多(duo)(duo)(duo)晶(jing)硅企(qi)業(ye)本(ben)(ben)月主(zhu)要訂單在(zai)前期(qi)(qi)基本(ben)(ben)都(dou)已(yi)簽訂，下(xia)(xia)游(you)(you)企(qi)業(ye)尤其是下(xia)(xia)游(you)(you)單晶(jing)企(qi)業(ye)備貨已(yi)較(jiao)(jiao)為充足，因此本(ben)(ben)周多(duo)(duo)(duo)晶(jing)硅市場實際成交較(jiao)(jiao)月初相比有所較(jiao)(jiao)少，多(duo)(duo)(duo)晶(jing)硅廠(chang)商(shang)基本(ben)(ben)處于交貨中(zhong)(zhong)。價(jia)(jia)格(ge)方(fang)面，本(ben)(ben)周多(duo)(duo)(duo)晶(jing)硅價(jia)(jia)格(ge)也(ye)(ye)基本(ben)(ben)維持前期(qi)(qi)水平，國(guo)內一(yi)線(xian)廠(chang)商(shang)單晶(jing)致(zhi)密(mi)料(liao)價(jia)(jia)格(ge)72-73元(yuan)/公斤(jin)，二(er)線(xian)企(qi)業(ye)價(jia)(jia)格(ge)略低1-2元(yuan)/公斤(jin);多(duo)(duo)(duo)晶(jing)用料(liao)在(zai)供應逐(zhu)步較(jiao)(jiao)少的(de)(de)情況下(xia)(xia)多(duo)(duo)(duo)晶(jing)用料(liao)價(jia)(jia)格(ge)維穩(wen)在(zai)42-45元(yuan)/公斤(jin)。受下(xia)(xia)游(you)(you)環節價(jia)(jia)格(ge)開(kai)(kai)始(shi)走(zou)低的(de)(de)影響，下(xia)(xia)游(you)(you)多(duo)(duo)(duo)晶(jing)硅采購開(kai)(kai)始(shi)有一(yi)定(ding)謹(jin)慎觀(guan)望(wang)態勢，下(xia)(xia)周將(jiang)開(kai)(kai)始(shi)陸(lu)續(xu)商(shang)談下(xia)(xia)個月訂單，屆時多(duo)(duo)(duo)晶(jing)硅價(jia)(jia)格(ge)趨勢將(jiang)會進一(yi)步明朗。多(duo)(duo)(duo)晶(jing)硅供應方(fang)面，本(ben)(ben)周國(guo)內一(yi)家(jia)多(duo)(duo)(duo)晶(jing)硅企(qi)業(ye)開(kai)(kai)始(shi)進行檢修，國(guo)內市場前期(qi)(qi)擴產企(qi)業(ye)產能也(ye)(ye)在(zai)逐(zhu)步釋放中(zhong)(zhong)，國(guo)內供應整(zheng)體變化不大。

硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)：隨(sui)著國(guo)內多(duo)晶(jing)(jing)(jing)(jing)(jing)(jing)硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)產(chan)(chan)能的(de)復產(chan)(chan)，國(guo)內多(duo)晶(jing)(jing)(jing)(jing)(jing)(jing)硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)供(gong)應進一步提升(sheng)，在現(xian)有(you)(you)多(duo)晶(jing)(jing)(jing)(jing)(jing)(jing)需(xu)(xu)求(qiu)情況下(xia)(xia)市場上多(duo)晶(jing)(jing)(jing)(jing)(jing)(jing)硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)供(gong)應過(guo)剩，本(ben)(ben)周多(duo)晶(jing)(jing)(jing)(jing)(jing)(jing)硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)價(jia)(jia)格(ge)(ge)繼上周開始走(zou)(zou)弱后繼續下(xia)(xia)跌(die)，主(zhu)流價(jia)(jia)格(ge)(ge)基本(ben)(ben)跌(die)破1.5元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)(pian)，本(ben)(ben)周雖有(you)(you)前(qian)期(qi)高位價(jia)(jia)格(ge)(ge)在出(chu)(chu)貨，但新訂單簽(qian)訂價(jia)(jia)格(ge)(ge)基本(ben)(ben)落在1.4-1.48元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)(pian)，目前(qian)國(guo)內多(duo)晶(jing)(jing)(jing)(jing)(jing)(jing)硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)整體需(xu)(xu)求(qiu)走(zou)(zou)弱。單晶(jing)(jing)(jing)(jing)(jing)(jing)硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)方(fang)面(mian)，隨(sui)著本(ben)(ben)月(yue)下(xia)(xia)游(you)電(dian)池片(pian)(pian)(pian)(pian)(pian)(pian)(pian)廠(chang)商逐(zhu)步完成從156.75尺寸往158.75尺寸的(de)切換(huan)改線，單晶(jing)(jing)(jing)(jing)(jing)(jing)156.75尺寸硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)需(xu)(xu)求(qiu)逐(zhu)步萎縮，價(jia)(jia)格(ge)(ge)基本(ben)(ben)在2.93-3.05元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)(pian)，158.75尺寸需(xu)(xu)求(qiu)目前(qian)占主(zhu)導，價(jia)(jia)格(ge)(ge)穩(wen)定(ding)在3.25元(yuan)(yuan)/片(pian)(pian)(pian)(pian)(pian)(pian)(pian)左右(you)，受(shou)下(xia)(xia)游(you)單晶(jing)(jing)(jing)(jing)(jing)(jing)價(jia)(jia)格(ge)(ge)持續走(zou)(zou)低的(de)影響，單晶(jing)(jing)(jing)(jing)(jing)(jing)硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)價(jia)(jia)格(ge)(ge)進一步承壓，預計下(xia)(xia)周國(guo)內龍頭將陸續出(chu)(chu)臺下(xia)(xia)月(yue)單晶(jing)(jing)(jing)(jing)(jing)(jing)硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)價(jia)(jia)格(ge)(ge)。 N型(xing)硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)方(fang)面(mian)目前(qian)國(guo)內主(zhu)流單晶(jing)(jing)(jing)(jing)(jing)(jing)硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)廠(chang)商均(jun)有(you)(you)生產(chan)(chan)能力，生產(chan)(chan)排期(qi)主(zhu)要視下(xia)(xia)游(you)需(xu)(xu)求(qiu)訂單而定(ding)，價(jia)(jia)格(ge)(ge)方(fang)面(mian)N型(xing)硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)較P型(xing)單晶(jing)(jing)(jing)(jing)(jing)(jing)硅(gui)(gui)片(pian)(pian)(pian)(pian)(pian)(pian)(pian)貴2毛左右(you)。

電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)：本(ben)周國(guo)內(nei)單(dan)晶(jing)電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)行(xing)情(qing)(qing)價(jia)格(ge)(ge)繼續走(zou)弱，單(dan)晶(jing)156.75尺寸(cun)(cun)電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)價(jia)格(ge)(ge)、需求進一(yi)步走(zou)弱，市(shi)(shi)場(chang)主(zhu)流價(jia)格(ge)(ge)下跌至0.87-0.9元(yuan)(yuan)/W,除個別(bie)大(da)廠堅挺高位(wei)外(wai)，市(shi)(shi)場(chang)其(qi)他價(jia)格(ge)(ge)基本(ben)在0.9元(yuan)(yuan)/W以下，同(tong)時市(shi)(shi)場(chang)上也(ye)(ye)有更低(di)價(jia)格(ge)(ge)出(chu)庫存(cun)的情(qing)(qing)況，本(ben)月市(shi)(shi)場(chang)上不少企業將(jiang)完(wan)成大(da)尺寸(cun)(cun)產(chan)線(xian)的改造升(sheng)級，單(dan)晶(jing)156.75尺寸(cun)(cun)電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)市(shi)(shi)場(chang)份(fen)額將(jiang)進一(yi)步萎縮(suo);單(dan)晶(jing)158.75電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)相較于(yu)156.75電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)需求有一(yi)定保證，本(ben)周單(dan)晶(jing)158.75電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)價(jia)格(ge)(ge)大(da)廠價(jia)格(ge)(ge)弱穩在0.93-0.95元(yuan)(yuan)/W，本(ben)周開(kai)(kai)始(shi)由于(yu)海(hai)外(wai)疫(yi)情(qing)(qing)的“發酵(jiao)”，部分海(hai)外(wai)市(shi)(shi)場(chang)有組件廠關(guan)閉的情(qing)(qing)況，同(tong)時海(hai)外(wai)部分市(shi)(shi)場(chang)當地(di)物流問題開(kai)(kai)始(shi)有顯(xian)現，使(shi)得國(guo)內(nei)電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)出(chu)口訂單(dan)開(kai)(kai)始(shi)受(shou)到一(yi)定影響，而(er)海(hai)外(wai)市(shi)(shi)場(chang)終端(duan)項(xiang)目也(ye)(ye)出(chu)現了由于(yu)疫(yi)情(qing)(qing)而(er)延期(qi)(qi)，隨(sui)著下游進一(yi)步的傳導，國(guo)內(nei)單(dan)晶(jing)電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)整體需求恐將(jiang)也(ye)(ye)在后期(qi)(qi)受(shou)到影響。多晶(jing)電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)方面，多晶(jing)電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)整體較為平穩，主(zhu)流價(jia)格(ge)(ge)在0.62元(yuan)(yuan)/W左(zuo)右。HJT電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)方面，目前(qian)國(guo)內(nei)有效產(chan)能不足(zu)1GW，量產(chan)出(chu)貨仍較少，但(dan)國(guo)內(nei)已不少廠商已經或(huo)者計劃在HJT電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)進行(xing)布(bu)局(ju)試線(xian)，國(guo)內(nei)HJT電(dian)(dian)(dian)(dian)池(chi)(chi)片(pian)(pian)價(jia)格(ge)(ge)在1.42元(yuan)(yuan)/W左(zuo)右。

組件：國內方面，近期國內項目陸續開始啟動，部分省份分布式項目啟動較為明顯，但目前仍處于國內需求起步階段組件廠商訂單競爭壓力較大;海外方面，目前海外疫情發展繼續“惡化”，海外部分光伏市場陸續開始(shi)受到影響：部分(fen)歐(ou)洲國家(jia)已簽(qian)項(xiang)目(mu)雖正(zheng)常施(shi)工運(yun)行，國內組件(jian)出口也正(zheng)常發(fa)貨(huo)但由(you)于(yu)組件(jian)到港后檢疫以(yi)及當地(di)物流運(yun)輸(shu)等問題，使得組件(jian)及時(shi)到位(wei)有(you)一定困難;同時(shi)也有(you)部分(fen)歐(ou)洲其他國家(jia)以(yi)及美國、中東的部分(fen)地(di)區(qu)出現了光伏項(xiang)目(mu)因疫情(qing)影響而延(yan)期的情(qing)況，目(mu)前海外(wai)整體需求仍然存在較大的不(bu)確定性。