推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 根據(jù)硅業(yè)分會(huì)統(tǒng)計(jì)，7月份國(guó)內(nèi)多晶硅產(chǎn)量約2.82萬噸，環(huán)比大幅減少14.4%，短期看新疆疫情及事故影響延續(xù)，8月份國(guó)內(nèi)硅料產(chǎn)量可能進(jìn)一步減少。近期隆基再次上調(diào)了硅片報(bào)價(jià)，158.75及166尺寸硅片報(bào)價(jià)均較一周前上調(diào)超過10%，順利實(shí)現(xiàn)成本傳導(dǎo)。在當(dāng)前硅料供應(yīng)緊張的形勢(shì)下，頭部硅片企業(yè)在原材料采購方面相對(duì)二線企業(yè)更有保障，對(duì)下游的議價(jià)能力增強(qiáng)。
平安證券認(rèn)為，短期硅料價(jià)格跳漲，硅料企業(yè)盈利水平明顯增厚，且后續(xù)硅料價(jià)格仍具上漲動(dòng)力；中長(zhǎng)期看，考慮國(guó)內(nèi)外多晶硅料企業(yè)的成本差距，多晶硅進(jìn)口替代仍具較大空間；下游硅片等環(huán)節(jié)順利將多晶硅料漲價(jià)導(dǎo)致的成本增加向下游傳導(dǎo)，頭部企業(yè)在原材料采購方面相對(duì)二線企業(yè)更有保障，對(duì)下游的議價(jià)能力增強(qiáng)。中長(zhǎng)期看，光伏行業(yè)前景明朗，未來有望通過技術(shù)進(jìn)步實(shí)現(xiàn)度電成本持續(xù)降低，從而實(shí)現(xiàn)行業(yè)裝機(jī)規(guī)模的持續(xù)增長(zhǎng)。
