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10-22

趋势:【光伏价格】硅料价格高位或将延续,G12电池片供应短缺价格小幅上涨

硅料 本周硅料价格弱势维稳,单晶复投料主流成交价格为308元/KG,单晶致密料的主流成交价格为305元/KG。本周大部分硅料企业处于订单排产交付阶段,新签订单较少,硅料价格暂未出现调整;虽扩产产能仍在不断释放,但受疫情影响及雨雪天气增多,硅料在途库存增加,供应出现阶段性滞后,价格高位或将延续。目前来看,头部企业硅料长单签署较多,新进企业签署量较少,市场上可售的硅料散单数量有望增加。 硅片 本周硅片价格仍维持之前价格,M10主流成交价格为7.53元/片,G12主流成交价格为9.93元/片。本周受疫情影响的多家企业陆续复工复产,预计10月硅片产量将较9月提升5%左右,增量主要来自宁夏中环、青海晶科、新疆晶科、内蒙双良、云南宇泽等企业的新增产能释放,以及因硅料产出增多硅片企业开工率提升带来的增量。近期大尺寸电池片供应持续偏紧带动大尺寸硅片需求旺盛,国内地面电站项目逐步启动,对硅片需求有一定支撑;此外,硅料价格走稳支撑硅片价格继续走稳。 电池片 本周电池片价格小幅波动,G12尺寸电池片因供应短缺价格出现小幅上涨。单晶M6电池片主流成交价仍为1.29元/W左右,M10电池片主流成交价为1.33元/W左右,G12电池片主流成交价微涨至1.32元/W左右。电池片龙头企业通威布局组件业务,电池片自用率提升,实际外售量下滑,电池片整体供应偏紧;尺寸上,市场对G12电池片采购需求持续增加,G12电池片几乎面临无货可售的局面,部分企业已开始调整排产计划,增加G12电池片供应,短期内大尺寸电池片价格仍有上涨可能。 组件 本周组件价格整体维稳,单晶166组件主流成交价为1.91元/W左右,单晶单面182组件主流成交价为1.97元/W左右,单晶单面210组件主流成交价为2元/W左右;182双面双玻单晶PERC组件主流成交价为1.97元/W,210双面双玻单晶PERC组件主流成交价为2元/W。 本周组件市场报价较为混乱,一线企业组件报价仍持稳,但部分二三线企业为抢夺订单降低报价。欧洲市场方面,目前海运船期在40天左右,随着圣诞节的临近,用工紧张情况将加剧,需求或将逐步放缓;国内方面,四季度国内地面电站逐步启动,终端需求有所支撑,大部分组件企业对组件价格持看涨心态,且电池片价格的走高,也给组件价格上涨带来动力。N型组件部分,本周继续趋稳,市场主流报价在2.16-2.2元/W。 辅材方面,本周玻璃价格持稳,3.2mm厚度的玻璃主流价格为26.5元/㎡,2.0mm厚度的玻璃主流价格为20元/㎡左右,目前多数玻璃厂家订单跟进尚可,出货暂无压力,成交价格与之前持平。
04-09

Photovoltaic power generation construction releases positive signal

On March 10, the National Energy Administration issued the "Notice on Matters Related to the Construction of Wind Power and Photovoltaic Power Generation Projects in 2020" (hereinafter referred to as the "Notice") to make the deadline for the total budget of this year, the subsidy auction model, and the 2020 subsidy auction project Arrangements for the date and deadline for the declaration of new batches of parity online projects in 2020. Compared with the time when the notice was issued on May 30 last year, this year's policy is released more than February earlier.
04-09

The global epidemic enters the second half

At present, China's anti-epidemic prevention and control work has made some progress, and the impact of the epidemic on domestic industries and macroeconomics is also expected to be controlled in the first quarter. However, on a global scale, the spread of the new coronavirus is making other regions such as Europe and the United States become the new epicenter of the epidemic, and there are still many uncertainties about the impact on the global economy. As of March 30, the cumulative number of overseas diagnoses has reached 640,270, an increase of 39,699 people from the previous day.
04-09

Exclusive interpretation! With the New Deal released in 2020, what should be done about bidding, parity, and household projects?

On March 10, the National Energy Administration published on the official website the previously issued Notice on Issues Related to the Construction of Wind Power and Photovoltaic Power Generation Projects in 2020 (Guonengfaxinneng [2020] No. 17).
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Time of issue:2020-04-09 00:00:00

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