多家硅片厂商上调报价！业内：上游硅料涨价引发传导效应

数据宝2025-07-10

7月9日，有市场消息显示，当日，多家硅片企业上调了硅片报价，不同尺寸的硅片价格涨幅在8%—11.7%。具体来看，183N硅片报价由0.9元/片调涨至1元/片，涨幅11.1%；210RN硅片由1.03元/片调涨至1.15元/片，涨幅11.7%；210N硅片由1.25元/片调涨至1.35元/片，涨幅8.0%。对此，多家硅片厂商人士向证券时报记者证实，的确在9日下午上调了硅片报价，而且是一线及二三线企业...

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Industry: The price increase of upstream silicon materials triggers the transmission effect","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600481":0.9,"600596":0.9,"601012":0.9,"601908":0.9,"603185":0.9,"603260":0.9},"content_text":"7月9日，有市场消息显示，当日，多家硅片企业上调了硅片报价，不同尺寸的硅片价格涨幅在8%—11.7%。具体来看，183N硅片报价由0.9元/片调涨至1元/片，涨幅11.1%；210RN硅片由1.03元/片调涨至1.15元/片，涨幅11.7%；210N硅片由1.25元/片调涨至1.35元/片，涨幅8.0%。对此，多家硅片厂商人士向证券时报记者证实，的确在9日下午上调了硅片报价，而且是一线及二三线企业普遍上调。记者注意到，今年以来，受“531”抢装等因素影响，光伏硅片报价曾出现一轮上涨，但随着抢装步入尾声，硅片报价跌势不止。根据中国有色金属工业协会硅业分会7月3日的报价，各尺寸硅片成交均价周环比跌幅在1.96%—3.37%不等，更早前的6月26日，各尺寸硅片报价周环比跌幅在1.11%—1.92%不等。值得一提的是，由于本次硅片厂商调价突然，行业咨询机构InfoLink在今天下午5点46分发布的最新价格信息并未体现出本次报价变动。该机构数据显示，本周183N硅片均价持稳，210RN均价下降1%，210N价格下降1.7%。业内人士向记者反馈，本次硅片报价上调的主要原因是上游硅料涨价引发的传导效应；但是，由于国内光伏市场终端需求增速放缓，下游电池环节能否接受本次硅片提价还有待观察。根据硅业分会今日发布的数据，本周，多晶硅N型复投料成交均价3.71万元/吨，环比上涨6.92%。N型颗粒硅成交均价3.56万元/吨，环比上涨6.27%。另外，该机构数据还显示，本周多晶硅报价大幅上调25%—35%，只不过新订单成交量有限。硅业分会指出，此次提价主要是由于多晶硅企业超一年以上亏损运营，为清库存导致价格已远低于综合成本，为符合“不低于成本销售”的价格法规要求，硅料企业一次性提价至综合成本线之上。不过，硅片企业短期内仍持观望态度，暂未大规模接受涨价。与此逻辑类似，电池片能否接受本轮硅片涨价尚是未知数。正如InfoLink此前指出的，7月电池片整体库存增加，并且受到上下游跌价压力传导，即便当前电池片价格已低于现金成本，后续价格走势仍较为悲观。据InfoLink初步统计，7月电池片排产未出现使价格止跌的明显降幅，供需失衡、上下游博弈，都将导致电池片价格进一步下探。当然，市场也有积极声音。业内人士向记者表示，如果此次硅片提价顺利将有助于硅片厂商业绩改善。以今年一季度业绩为例，主要硅片供应商中，隆基绿能亏损14.36亿元，TCL中环亏损19.06亿元，弘元绿能亏损6188万元，双良节能亏损1.61亿元，京运通亏损9141万元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2550617986","isCrawlerRequest":true}