光伏产业周报2024年第22期

研究院新能源&有色组 报告摘要： 研究员 陈思捷021-60827968chensijie@htfc.com从业资格号：F3080232投资咨询号：Z0016047 师橙021-60828513shicheng@htfc.com从业资格号：F3046665投资咨询号：Z0014806 穆浅若021-60827969muqianruo@htfc.com从业资格号：F03087416 联系人 王育武021-60827969wangyuwu@htfc.com从业资格号：F03114162 高中021-60827969gaozhong@htfc.com从业资格号：F03121725 投资咨询业务资格：证监许可【2011】1289号 目录 报告摘要：................................................................................................................................................................................15月31日当周光伏产业链消息与动态.....................................................................................................................................4产业政策与动态................................................................................................................................................................4企业动态............................................................................................................................................................................5光伏产业链相关品种价格.........................................................................................................................................................6相关有色金属价格及行情综述..................................................................................................................................................8工业硅................................................................................................................................................................................8铜.......................................................................................................................................................................................9铝.....................................................................................................................................................................................10锌.....................................................................................................................................................................................10锡......................................................................................................................................................................................11白银.................................................................................................................................................................................12光伏玻璃..........................................................................................................................................................................12 图表 图1:光伏行业综合价格指数：全行业丨单位：点.................................................................................................................6图2:光伏行业综合价格指数：多晶硅丨单位：点.................................................................................................................6图3:光伏行业综合价格指数：硅片丨单位：点.....................................................................................................................6图4:光伏行业综合价格指数：电池片丨单位：点.................................................................................................................6图5:光伏行业综合价格指数：组件丨单位：点.....................................................................................................................7图6:周平均价：晶硅光伏组件丨单位：美元/片....................................................................................................................7图7:多晶硅（156×156）周平均价丨单位：美元/片..............................................................................................................7图8:单晶PERC电池片丨单位：元/瓦...................................................................................................................................7图9:单晶硅片丨单位：元/瓦..................................................................................................................................................7图10:单晶PERC组件单面丨单位：元/瓦.............................................................................................................................7图11:光伏经理人指数：中上游制造业丨单位：点...............................................................................................................8图12:光伏经理人指数：下游电站丨单位：点.......................................................................................................................8图13:光伏经理人指数：全行业丨单位：点...........................................................................................................................8图14:硅国内社会库存丨单位：万吨......................................................................................................................................9图15:工业硅企业开工率丨单位：%.......................................................................................................................................9图16:LME库存丨单位：万吨.................................................................................................................................................9图17:国内社会库存（不含保税区）丨单位：万吨.............................................