> 数据图表咨询下各位基本面后续演绎：供需平衡表2025-9-0基本面后续演绎：供需平衡表图：多晶硅月度供需平衡表产量（万吨）进口量（万吨）出口量（万吨）硅料国内需求量（万吨）需求供需平衡（万吨）换算系数产量（GW）Jan-25Feb-25Mar-25Apr-25May-25Jun-25Jul-25Aug-25Sep-25Oct-25Nov-25Dec-2520259.600.230.169.209.120.50.209.700.310.229.669.580.10.2010.150.290.209.970.100.139.500.080.2110.0310.8212.8112.5113.2112.8111.61132.720.110.220.120.210.100.300.100.300.100.300.100.300.101.740.302.8510.1511.6711.6111.7710.5511.2011.5110.6010.3010.20128.4210.0611.7011.7411.8810.6511.4011.7110.8010.5010.40129.530.10.20(1.7)0.20(2.2)0.20(1.8)0.200.21.40.82.42.31.23.20.200.200.200.200.200.200.2046.0048.3250.7658.3558.0658.8452.7556.0057.5353.0051.5051.00642.11硅片电池片出口量（GW）3.283.274.254.644.084.623.294.842.502.502.502.5042.26国内需求量（GW）47.9540.9856.8665.3760.0556.7059.2358.4960.3156.0654.0052.96668.95供需平衡（GW）(5.23)4.07(10.35)(11.66)(6.07)(2.48)(9.77)(7.33)(5.28)(5.56)(5.00)(4.46)(69.11)产量（GW）出口量（GW）46.9940.1655.7264.0658.8555.5758.0557.3259.1054.9452.9251.90655.587.255.577.596.969.598.008.6611.959.008.007.007.0096.57国内需求量（GW）36.9035.5150.0958.6550.9545.2746.2247.9648.4746.9445.9244.90557.78供需平衡（GW）2.84(0.92)(1.97)(1.55)(1.69)2.303.16(2.59)1.630.000.000.001.23组件产量（GW）36.1634.8049.0957.4849.9344.3645.3047.0047.5046.0045.0044.00546.62数据来源：SMM，东证衍生品研究院东证期货公共服务
