金吾财讯 | 国元国际发研报指，硅业分会最新报价显示：本周多晶硅价格持平。n型棒状硅成交价格区间维持至3.70-4.40万元/吨，成交均价为4.17万元/吨；P型单晶致密料成交价格区间维持在3.30-3.60万元/吨，成交均价为3.45万元/吨；N型颗粒硅成交价格区间维持至3.60-3.75万元/吨，成交均价为3.73万元/吨。该行表示，本周多晶硅企业签单量较少，主要是受到了下游企业减产引起的循环料占比提升和优先消耗已有库存导致，下游客户采购计划推迟，且对优质致密、复投料的需求下降，但菜花、珊瑚料仍有一定的采购规模。市场上有少量低价订单，但目前较多企业处于低开工状态，生产成本较高，多以挺价为主。大单成交较少，对整体市场价格拉动作用不大，N型产品价格维持稳定但上行动力不足。该行表示，下游硅片需求侧，拉晶端达成自律减产共识，减产力度更为激进，造成多晶硅企业间库存差距仍较大，整体库存除个别厂家相对可控，月底库存继续上升。因此，虽然硅料供应持续下降，但整体供给仍过剩。库存消化和供需平衡仍需时日，价格仍承压，但下行空间亦有限。综合来看，短期内硅料价格或仍将在底部保持稳定态势。
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