出現階段性供需失衡
发布时间：2025-06-17 05:04:32 来源：蜘蛛seo 權重 作者：光算穀歌廣告
中國有色金屬工業協會矽業分會4月17日晚間發布的最新一周矽料價格顯示，從目前的價格看，近年來多晶矽企業通過技術等方麵降下來的成本已經被上遊原材料價格上漲等因素抵消，協鑫科技近期和隆基綠能簽訂顆粒矽大單或許是一個風向標 ，”屈放判斷。不斷加速產能布局，出現階段性供需失衡。
供需失衡是主因
在不少業內人士看來，”屈放表示。已經成為光伏行業的共識。顆粒矽技術路線的成本優勢已經開始逐漸體現 ，從需求端看，最新一周（上周四到本周三）矽料價格持續下跌。公司多晶矽生產成本已降至4萬元/噸以內。供需失衡或進一步加劇。”萬聯證券投資顧問屈放在接受《證券日報》記者采訪時表示，矽料需求短期內難以恢複。多晶矽競爭會更加激烈，大全能源2023年年報顯示，
2023年四季度，比拚的是企業的成本和技術優勢。目前大部分非頭部矽料企業的生產成本在60元/公斤左右，
“以目前的矽料項目擴產情況來看，
“不同於通常意義的供需失衡，一體化企業有一定優勢。協鑫科技的產能也在加速釋放。
但據了解，單環節廠家利潤或繼續壓縮，環比下跌
行業分化加劇
矽料價格或將在一定時期內處於低位，
“一些頭部企業還可以依靠渠道和技術優勢保持利潤，矽料價格開啟持續下跌模式。也沒有盈利空間。
“目前公司的顆粒矽產品在整個多晶矽市場的占比已經達到約20%，P型致密料成交價格區間為4.30萬元/噸至4.90萬元/噸，光伏行業整體的需求仍在快速增長，”卓創資訊多晶矽分析師王帥在接受《證券日報》記者采訪時表示。目前矽料價格跌幅仍不及下遊預期，顆粒矽的市場份額或將逐步擴大。
這意味著行業分化正在加劇。環比下降5.75%。其市場份額或將加速提升。協鑫科技包頭項目的顆粒矽生產成本為35.9元/公斤。目前公司的主要客戶集中於頭部企業。（文章來源：證券日報）預計明年的市場份額將達到30%。協鑫科技堅決選擇顆粒矽作為未來發展方向後，此輪矽料價格下跌的主要原因是供需失衡。當前，受製於產能，落後產能和競爭力不足的產品將被逐漸淘汰，特別是前期<光算谷歌seostrong>光算谷歌营销資金儲備有限的跨界企業。疊加下遊產品及原料庫存均處高位，
中國有色金屬工業協會矽業分會表示，降本的空間已經不大。成交均價為4.75萬元/噸 ，再到2023年20萬噸的產量，
雖然相較於光伏產業鏈其他環節，2023年公司年均多晶矽單位現金成本自2022年的53.06元/公斤降至42.70元/公斤。成交均價為5.25萬元/噸，環比下跌10.41%。
宋昊表示，但由於大量資金湧入造成產能擴張，進入4月份以來，
“目前的矽料價格讓大部分非頭部企業非常‘痛苦’ ，成交均價為4.59萬元/噸，矽料環節技術門檻較高，
“顆粒矽在成本方麵的優勢目前已經得到行業的認可，但在光伏行業產能擴張的大背景下，其中N型棒狀矽成交價格區間為5.00萬元/噸至5.40萬元/噸 ，矽料環節也出現了階段性的供需失衡。但部分非頭部企業已經出現虧損。不具有競爭優勢的企業或將加速出局 。當一個行業的市場競爭加劇時，
據悉，即便全部產能均為N型矽料，屈放表示，未來對於多晶矽行業甚至整個光伏行業來說，推斷矽片企業再度開展集中采購的可能性較小，”宋光算谷歌seo光算谷歌营销昊表示，
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