硅业分会: 预计12月多晶硅市场累库趋势仍将延续

光伏产业调查12-08

根据硅业分会统计，11月份国内多晶硅产量约11.49万吨，环比大幅减少15.9%。11月尽管有大全、东方希望、丽豪、南玻等部分企业复产带来增量，但整体供应收缩明显，月度净减量约2.2万吨，主要来自通威、协鑫等头部企业的计划内减产或检修。根据各企业12月份的排产计划，国内多晶硅产量预计仍将维持在12万吨以内，增量主要来自通威等企业的检修复产以及其他企业的复产爬坡。同期需求端预期更为疲软，硅片、电池片...

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