【国贸期货】【新能源周报】“反内卷”卷土重来，新能源集体走强-250908（34页）.pdf

1、201231 2025-9-8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=10097.7357-0.55%-0.11%-9.91%工业硅工业硅元/吨88203.58%5.13%-19.71%汇率CNH汇率CNH-7.14280.00%

2、0.28%-2.29%碳酸锂碳酸锂元/吨742601.14%-3.78%-3.68%沪铜沪铜元/吨801400.46%0.92%8.63%伦铜伦铜美元/吨9897.5-0.01%-0.05%12.71%沪铝沪铝元/吨206950.44%-0.22%4.63%伦铝伦铝美元/吨2602.50.48%-0.63%1.96%沪锌沪锌元/吨221550.16%0.07%-12.98%伦锌伦锌美元/吨2857.50.69%1.55%-4.40%沪铅沪铅元/吨169000.24%0.12%0.81%伦铅伦铅美元/吨1985-0.03%-0.30%1.72%沪镍沪镍元/吨1213100.38%-0.32%-2

3、.76%伦镍伦镍美元/吨15235-0.01%-1.21%-0.42%沪锡沪锡元/吨2724600.16%-2.22%11.27%伦锡伦锡美元/吨34245-0.52%-2.02%18.33%氧化铝氧化铝元/吨30060.87%-0.99%-37.34%不锈钢不锈钢元/吨12850-0.04%0.27%-0.50%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）19.30+3.24%300+724.35+5.33%+71.05 1.30-1.51%-11.36+5.41%13.14+5.05%23.39+0.40%8281+212

4、7813.17+23.31%+2.41%912.67-3.80%-2.69%2DMC4.86+1.04%4.84-1.83%-2003.13-144/822.31+11.66%+2.86%921.79-2.33%+8.46%168.72-0.41%+20.13%243.73+0.32%17.45 26.28+0.54%324.99-1.67%19095+0.04%109-14/2/433/131/200-71/0/0/13.14+5.05%2/1.14/0.65/0.31/0.50+4.59%/+13.84%/+6.90%/+25.00%3813.17+23.31%+2.41%912.67-3

5、.80%-2.69%113.14GW+3.17%GW-49217.69GW+38.94%2856.04GW+6.24%+3.01%957.53GW+2.66%+23.27%32025711.04GW,47.55%20251-7223.25GW80.73%123.39+0.40%220610-0.15%41035 -0.70%8281+21279420252026129 Topcon电池片210RN30%10%20%30%40%50%60%70%80%90%1112131415120222023202420256010000200003000040000500006000011121314151

6、2022202320242025050001000015000200002500011121314151202220232024202504000800012000160002000011121314151202220232024202502000400060008000100001200011121314151202220232024202591011030000600009000012000015000018000021000014710 13 16 19 22 25 28 31 34 37 40 43 46 49 5220222023202420250300006000090000120