中国能源资讯网国际能源网获悉，2月1日，硅业分会公布最新硅片价格显示，本周<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>M10单晶硅片<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>成交<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>均价<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>稳定在<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>2.00<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>元<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>/片，周环比<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>持平<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>；<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>N型单晶硅片<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>成交均价<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>稳定在<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>2.02元/片，周环比<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>持平<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>；<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>G12单晶硅片<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>成交均价稳定<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>在<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>2.89<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>元<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>/片，周环比<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>持平。
<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: var(–articleFontsize); text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255); letter-spacing: 0.034em; box-sizing: border-box !important; overflow-wrap: break-word !important;”>此前作为硅片上游的硅料环节，已经成功实现了三连涨，硅片行业急需的N型硅料最低价更是站上了7万元/吨的近期高位。同时，作为硅片环节的下游电池组件端，因价格、市场需求等因素叠加春节假期，许多企业开始减产、放假。压力来到了硅片企业一边。
据硅业分会披露的消息，当前产业内竞争格局下，各家硅片企业为保持现有市场份额，并未出现大幅下调开工率的情况，因此硅片库存总量处于累加态势。本周两家一线企业开工率分别维持65%和95%。一体化企业开工率分别维持75%-80%之间，其余企业开工率分别维持40%-100%之间。
高开工率必然导致高库存，价格能否维持，尚需进一步观察！
