工业硅/多晶硅周度报告：估值低位易受扰动，基本面仍待改善

孙伟东有色金属首席分析师从业资格号:F3035243投资咨询号:Z0014605Tel:8621-63325888Email:weidong.sun@orientfutures.com联系人肖嘉颖分析师（有色金属）从业资格号:F03130556Email：jiaying.xiao@orientfutures.com 目录1、工业硅/多晶硅产业链价格...........................................................................................................................................42、估值低位易受扰动，基本面仍待改善..........................................................................................................................43、投资建议........................................................................................................................................................................54、热点资讯整理................................................................................................................................................................65、产业链高频数据跟踪.....................................................................................................................................................75.1、工业硅.........................................................................................................................................................................75.2、有机硅.........................................................................................................................................................................95.3、多晶硅.......................................................................................................................................................................105.4、硅片...........................................................................................................................................................................115.5、电池片.......................................................................................................................................................................125.6、组件...........................................................................................................................................................................136、风险提示......................................................................................................................................................................13 2期货研究报告 图表目录图表1：工业硅/多晶硅产业链价格................................................................................................................................................................................4图表2：中国通氧553#现货价格.....................................................................................................................................................................................7图表3：中国99硅现货价格..............................................................................................................................................................................................7图表4：全国工业硅周度产量...........................................................................................................................................................................................7图表5：新疆工业硅周度产量...........................................................................................................................................................................................7图表6：云南工业硅周度产量...........................................................................................................................................................................................8图表7：四川工业硅周度产量...........................................................................................................................................................................................8图表8：中国工业硅社会库存...........................................................................................................................................................................................8图表9：中国工业硅样本工厂库存..................................................................................................................................................................................8图表10：中国DMC现货价格..........................................................................................................................................................................................9图表11：中国DMC周度利润..........................................................................................................................................................................................9图表12：中国DMC工厂库存..........................................................................................................................................................................................9图表13：中国DMC周度产量..........................................................................................................................................................................................9图表14：中国多晶硅现货价格.............................................................................................................................................................................