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 本周光伏方面，多晶用料價格大幅下滑，在下游企業(yè)持續(xù)下調(diào)開工率的同時，實際成交訂單數(shù)量不多，并且市場上多晶用料價格混亂。
現(xiàn)況下游企業(yè)若僅采購多晶免洗用料成本壓力大，因此訂單中大部分搭配次級品的料源，降低硅料成本。
由供需面來看，年底前上下游庫存控制的考慮，加上近期中效產(chǎn)品熱度增加，導(dǎo)致多晶用料需求持續(xù)低迷，價格一路下探，本周價格跌破歷史低點。另一方面以多晶用料產(chǎn)出為主的二線廠，也存在提前檢修方式因應(yīng)行情低迷。由于步入了年底前的搶裝潮，近期國內(nèi)的組件價格已較為穩(wěn)定。
展望明年，400W的高效組件成為市場主流的報價瓦數(shù)對組件廠帶來很大壓力，預(yù)期半片搭配多主柵的組件實際出貨量在明年將逐季攀升。
目前19年項目遺留到20年的大致有18GW左右，那么在明年331和630并網(wǎng)的項目在9GW左右。
再加上明年的競價項目和平價項目，預(yù)計明年光伏新增裝機將重回旺年，全年裝機在45-50GW，明年將迎來光伏平價需求的拐點。
關(guān)注標(biāo)的：隆基股份、通威股份、中環(huán)股份、捷佳偉創(chuàng)。
