【国贸期货】【新能源周报】新能源品种价格分化-250825（34页）.pdf

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1、201231 2025-8-25分析师：方富强F3043701Z0015300分析师：谢灵F3040017Z0015788助理分析师：陈宇森F03123927助理分析师：林静妍F03131200目录01PART ONE有色及新能源价格监测有色及新能源价格监测Wind品种品种单位单位现值现值日涨跌幅日涨跌幅周涨跌幅周涨跌幅年涨跌幅年涨跌幅品种品种单位单位现值现值日涨跌幅日涨跌幅周涨跌幅周涨跌幅年涨跌幅年涨跌幅美元指数美元指数1973年3月=10097.7244-0.94%-0.12%-9.92%工业硅工业硅元/吨87451.27%-0.68%-20.39%汇率CNH汇率CNH-7.18540.1

2、3%0.01%-1.70%碳酸锂碳酸锂元/吨78960-4.59%-9.14%2.41%沪铜沪铜元/吨786900.19%-0.47%6.67%伦铜伦铜美元/吨9796.50.74%0.37%11.56%沪铝沪铝元/吨206300.19%-0.67%4.30%伦铝伦铝美元/吨26221.12%0.73%2.72%沪锌沪锌元/吨222750.16%-1.02%-12.51%伦锌伦锌美元/吨2805.51.39%0.32%-6.14%沪铅沪铅元/吨167800.21%-0.42%0.09%伦铅伦铅美元/吨19951.27%0.71%2.23%沪镍沪镍元/吨119610-0.18%-0.82%-4.

3、12%伦镍伦镍美元/吨151001.15%-0.63%-1.31%沪锡沪锡元/吨265930-0.21%-0.33%8.60%伦锡伦锡美元/吨338451.11%0.70%16.95%氧化铝氧化铝元/吨31380.45%-2.09%-34.58%不锈钢不锈钢元/吨12750-0.35%-2.00%-1.28%有色金属收盘价格监控有色金属收盘价格监控02PART TWO工业硅（工业硅（SISI）多晶硅（多晶硅（PSPS）18.81+3.96%281+124.04+4.12%1.05+1.95%1.28+6.21%1.27+3.24%+112.97+1.71%24.50-8.53%6109+232

4、4710.63+5.10%-33.11%810.68+5.74%-28.80%2DMC5.03-2.14%4.88+0.62%-2059.38-400.00/169.26-0.06%+20.11%243.74-0.55%17.45+1.16%26.29-1.65%325.52 +0.77%19092+0.05%135-7/2/538/131/205-25/0/-11/12.97+1.71%2/1.09/0.57/0.29/0.40+0/+9.69%/0/03710.63+5.10%-33.11%810.68+5.74%-28.80%112.58GWGW-7492-360017.62GW-2.7

5、6%2752.75GW-10.35%-0.60%853.29GW+1.02%-2.04%32025711.04GW,47.55%20251-7223.25GW80.73%124.50-8.53%219620+16.79%41368-0.21%6109+232411GW Topcon电池片210RN30%10%20%30%40%50%60%70%80%90%1112131415120222023202420256010000200003000040000500006000011121314151202220232024202505000100001500020000250001112131415

6、1202220232024202504000800012000160002000011121314151202220232024202502000400060008000100001200011121314151202220232024202591011030000600009000012000015000018000021000014710 13 16 19 22 25 28 31 34 37 40 43 46 49 5220222023202420250300006000090000120000150000180000210000240000270000300000111213141512