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首创证券-电力设备行业简评报告：N型市占率快速提升，车网互动发展方向明确-240103

NP价格持续分化，N型市占率快速提升。硅料环节，本周N型硅料价格维持稳定，新签单价格集中在6.8万元/吨左右，部分企业N型硅料成交价格有轻微上调，目前N型硅料产能尚未完全覆盖下游需求，价格维持坚挺，而P型硅料价格则持续走低。硅片环节，12月硅片产出环比增幅明显，N型硅片略显紧缺，下游电池NP价差拉至0.1元/w，随着国内终端装机量提升，组件订单有所增加，组件价格呈现企稳迹象。截至2023年底，N型

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