<p>（第一財經）3 月 30 日——中國領先的太陽能組件製造商已提高其產品價格，因為中國正在取消光伏產品的 9% 增值税出口退税。</p>
<p>天合光能今年已三次提高對分銷商的官方指導價格。620W-650W 中型和 715W-745W 大型組件的價格已達到每瓦 89 至 93 分人民幣，比 1 月份上漲了 8.1% 至 8.5%。</p>
<p>中國在 1 月份宣佈，將於 4 月 1 日起取消對太陽能產品（包括組件、電池、逆變器和部件）的 9% 增值税出口退税。業內人士認為，這加上上游原材料成本的上漲，將導致製造商每瓦提高約 6 至 7 分人民幣的價格。</p>
<p>晶科能源在本月初提高了其特定場景專用產品的價格，包括輸出超過 650W 的 Tiger Neo 3.0 隧道氧化物鈍化接觸光伏組件。平均漲幅約為 30% 至 40%，相較於最低價格。</p>
<p>價格上漲主要是由於銀價飆升，給下游製造商帶來了集體壓力，一家領先的中國綜合組件公司的代表告訴第一財經，並補充説，他們的公司會根據市場情況靈活調整產能。</p>
<p>然而，企業指導價格的上調並未完全轉化為實際市場價格的上漲。</p>
<p>在集中應用場景中，TOPCon 太陽能組件的實際交付價格為每瓦 68 至 70 分人民幣，而分銷市場的價格為每瓦 76 至 83 分人民幣，均顯著低於領先公司的指導報價，信息鏈接諮詢的統計數據顯示。</p>
<p>儘管大型製造商已提高價格，但市場尚未跟進，信息鏈接表示。鑑於當前市場情況，全面實施可能會很困難。</p>
<p>分銷商之前積累的低價庫存基本已被清理，實際出廠價格正在上漲，尤其是主流高功率組件的價格，一位中國光伏組件分銷商告訴第一財經。</p>
<p>該分銷商解釋説，之前報價為每瓦 88 至 90 元人民幣的產品幾乎沒有接到任何訂單，因此他們主要在 12 月至 1 月間交付低價庫存。</p>
<p>最近，海外市場的太陽能產品價格持續上漲，尤其是在過去兩週，受到中東衝突對石油和天然氣價格影響的推動，以及在價格上漲初期而非價格下跌時購買的趨勢，考慮到增值税出口退税取消的預期，信息鏈接表示。</p>
<p>編輯：Futura Costaglione</p>

晶科能源

天合光能

<p>中國太陽能組件製造商，包括天合光能和晶科能源，由於取消了 9% 的出口增值税退税，自 4 月 1 日起提高了價格。天合光能的價格上漲了 8.1% 至 8.5%，而晶科能源的特殊產品則上漲了 30% 至 40%。儘管價格上漲，實際市場價格仍低於指導報價，分銷商在以更高價格接單方面面臨困難。價格上漲受到銀價上漲和需求波動的影響，尤其是在地緣政治緊張局勢下的海外市場</p>

<p>(Yicai) March 30 -- Leading Chinese manufacturers of solar modules have raised the prices of their products, as China is lifting the 9 percent rebates on the export value-added tax for photovoltaic products.</p>
<div class="lb-trans"><p>（第一財經）3 月 30 日——中國領先的太陽能組件製造商已提高其產品價格，因為中國正在取消光伏產品的 9% 增值税出口退税。</p>
</div><p>Trina Solar has increased its official guidance prices for distributors three times this year. They have reached 89 to 93 Chinese cents per watt for 620W-650W medium-format and 715W-745W large-format modules, up between 8.1 percent and 8.5 percent from January.</p>
<div class="lb-trans"><p>天合光能今年已三次提高對分銷商的官方指導價格。620W-650W 中型和 715W-745W 大型組件的價格已達到每瓦 89 至 93 分人民幣，比 1 月份上漲了 8.1% 至 8.5%。</p>
</div><p>China announced in January that it will eliminate the 9 percent VAT export rebates for solar products, including modules, cells, inverters, and components, effective April 1. Industry insiders believe that this, coupled with rising upstream raw material costs, will lead manufacturers to hike prices by about 6 to 7 Chinese cents per watt.</p>
<div class="lb-trans"><p>中國在 1 月份宣佈，將於 4 月 1 日起取消對太陽能產品（包括組件、電池、逆變器和部件）的 9% 增值税出口退税。業內人士認為，這加上上游原材料成本的上漲，將導致製造商每瓦提高約 6 至 7 分人民幣的價格。</p>
</div><p>Jinko Solar raised prices of its scenario-specific special-process products, including its Tiger Neo 3.0 tunnel oxide passivated contact PV modules, which have an output of over 650W, at the beginning of this month. The average increase is around 30 percent to 40 percent from the lowest price.</p>
<div class="lb-trans"><p>晶科能源在本月初提高了其特定場景專用產品的價格，包括輸出超過 650W 的 Tiger Neo 3.0 隧道氧化物鈍化接觸光伏組件。平均漲幅約為 30% 至 40%，相較於最低價格。</p>
</div><p>The price hikes were mainly driven by surging silver prices, which put downstream manufacturers under collective pressure, a representative from a leading Chinese integrated module firm told Yicai, adding that their company adjusts capacity flexibly based on market conditions.</p>
<div class="lb-trans"><p>價格上漲主要是由於銀價飆升，給下游製造商帶來了集體壓力，一家領先的中國綜合組件公司的代表告訴第一財經，並補充説，他們的公司會根據市場情況靈活調整產能。</p>
</div><p>However, upward adjustments in corporate guidance prices have not fully translated into actual market price increases.</p>
<div class="lb-trans"><p>然而，企業指導價格的上調並未完全轉化為實際市場價格的上漲。</p>
</div><p>In centralized application scenarios, TOPCon solar modules’ actual delivery prices are 68 to 70 Chinese cents per watt, and those in the distribution market are 76 to 83 Chinese cents per watt, both significantly lower than leading companies’ guidance quotes, according to statistics from InfoLink Consulting.</p>
<div class="lb-trans"><p>在集中應用場景中，TOPCon 太陽能組件的實際交付價格為每瓦 68 至 70 分人民幣，而分銷市場的價格為每瓦 76 至 83 分人民幣，均顯著低於領先公司的指導報價，信息鏈接諮詢的統計數據顯示。</p>
</div><p>Even though large manufacturers have raised prices, the market has not yet followed suit, InfoLink said. Given the current market situation, it will likely be difficult to have a full-scale implementation.</p>
<div class="lb-trans"><p>儘管大型製造商已提高價格，但市場尚未跟進，信息鏈接表示。鑑於當前市場情況，全面實施可能會很困難。</p>
</div><p>Previously accumulated low-price inventory held by distributors has been basically cleared, and actual ex-factory prices are rising, especially those of mainstream high-power modules, a Chinese PV module distributor told Yicai.</p>
<div class="lb-trans"><p>分銷商之前積累的低價庫存基本已被清理，實際出廠價格正在上漲，尤其是主流高功率組件的價格，一位中國光伏組件分銷商告訴第一財經。</p>
</div><p>Distributors were barely receiving any orders for products quoted at 88 to 90 Chinese yuan per watt before, so they mostly delivered low-price inventory between December and January, the above distributor explained.</p>
<div class="lb-trans"><p>該分銷商解釋説，之前報價為每瓦 88 至 90 元人民幣的產品幾乎沒有接到任何訂單，因此他們主要在 12 月至 1 月間交付低價庫存。</p>
</div><p>Solar product prices in overseas markets have been on the rise recently, particularly in the past two weeks, driven by surging demand from the Middle Eastern conflict’s impact on oil and natural gas prices, and the trend of buying at the start of a period of price growth rather than price decline, given the expectations from the VAT export rebate cancellation, according to InfoLink.</p>
<div class="lb-trans"><p>最近，海外市場的太陽能產品價格持續上漲，尤其是在過去兩週，受到中東衝突對石油和天然氣價格影響的推動，以及在價格上漲初期而非價格下跌時購買的趨勢，考慮到增值税出口退税取消的預期，信息鏈接表示。</p>
</div><p>Editor: Futura Costaglione</p>
<div class="lb-trans"><p>編輯：Futura Costaglione</p>
</div>

由於中國取消了 9% 的出口退税，中國的光伏組件製造商紛紛提高了價格