N型硅片小幅上涨！均价2.02元/片

国际能源网获悉，1月25日，硅业分会公布最新硅片价格，M10单晶硅片成交均价涨至2.00元/片，周环比涨幅0.5%；N型单晶硅片成交均价涨至2.02元/片，周环比涨幅1%；G12单晶硅片成交均价维持在2.89元/片，周环比持平。

对于硅片价格小幅反弹原因，硅业分会表示，主要原因是部分春节期间开工的电池企业开始备货。电池企业开工负荷偏低，组件价格弱势企稳。2月组件产量预计在35GW左右，春节期间组件企业基本全部休假。

<span style="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: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255);”>供应方面，<span style="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: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255);”>春假期间，硅片生产企业基本按计划生产，目前只有一家有计划调休，2月较常规月份少1-2天，因此预计2月硅片产量约在45GW左右，环比下降约7.2%。

<span style="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: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255);”><span style="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: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255);”><span style="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: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255);”>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

<span style="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: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255);”><span style="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: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255);”><span style="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: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255);”>从上周以来，硅料、硅片价格相继小幅反弹，组件价格却持续下探，这种倒挂现象预计未来一段时间将会持续。N型硅片的上涨对于下游组件企业而言，将增加成本压力。

<span style="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: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255);”><span style="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: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 34px; background-color: rgb(255, 255, 255);”>