入冬以來，本應(yīng)是光伏行業(yè)的傳統(tǒng)淡季，但今年卻呈現(xiàn)出“淡季不淡”的火熱景象。從上游硅料、硅片到中游電池片、組件，光伏產(chǎn)業(yè)鏈各環(huán)節(jié)產(chǎn)品價格持續(xù)上漲，部分企業(yè)甚至出現(xiàn)供不應(yīng)求、加班加點(diǎn)趕工的局面。\
\n\n價格上漲勢頭強(qiáng)勁?\
\n據(jù)行業(yè)機(jī)構(gòu)監(jiān)測，近期多晶硅致密料成交均價已突破每公斤260元，相較于年初漲幅超過一倍；單晶硅片、電池片價格也隨之水漲船高。組件價格同樣保持堅挺，部分一線企業(yè)訂單已排至明年二季度。漲價潮的背后，是供需關(guān)系的持續(xù)緊張。\
\n\n多重因素催熱市場?\
\n一方面，全球能源轉(zhuǎn)型加速，各國紛紛上調(diào)可再生能源目標(biāo)。中國“雙碳”目標(biāo)推動下，大型風(fēng)電光伏基地項目陸續(xù)開工，分布式光伏整縣推進(jìn)如火如荼，國內(nèi)需求旺盛。另一方面，海外市場進(jìn)入搶裝期，歐洲、印度等地區(qū)對光伏組件需求激增，疊加物流成本高企，進(jìn)一步推升了產(chǎn)品價格。\
\n龍頭組件企業(yè)負(fù)責(zé)人表示：“目前生產(chǎn)線滿負(fù)荷運(yùn)轉(zhuǎn)，工人三班倒，仍然難以滿足源源不斷的訂單。”\
\n企業(yè)加班擴(kuò)產(chǎn)忙?\
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