GCL Technology claims that the production of silicon materials has not yet been restricted by Sichuan, and the stock price has increased by more than 40 % in the past March

Wen | Ningwen

The "photovoltaic province" Sichuan is facing the test brought by the power restriction policy.

As a large photovoltaic industry province in China, there are many parts of industrial silicon, polysilicon, silicon wafers and battery films in many places in Sichuan Province. influences.

A research report on August 16th, Shanghai Dongzhi Futures, stated that "In terms of industrial silicon, as one of the main producing areas with an annual output of 17%, it is expected that Sichuan silicon companies will suspend production this week to cause about 14,000 tons of output Losses, worrying of emotional fermentation on the market, and silicon factories have raised the quotation one after another. "

In terms of polycrystalline silicon, the annual production capacity of Sichuan polycrystalline silicon exceeds 210,000 tons, of which the annual production capacity of Leshan Yongxiang (Tongwei) is about 106,000 tons. To nearly 30,000 tons. On August 5th, GCL Technology, located in Leshan Base in Sichuan, has been shipped and shipped, and the product quality indicators have reached expectations.

Regarding the current power -limiting policy, many industry observers analyzed that due to the serious high temperature and drought conditions in Sichuan, "it is difficult to say whether the next week's power limit requirement will be canceled", and pessimists say that the power limit policy may continue until the end of August.

Given that the polycrystalline silicon needs to be re-climbed for 3-6 months after the production is discontinued, the output will still take a certain time to recover after the end of the power limit, and the impact will be expanded.

The relevant person in charge of GCL Technology stated to the interface news that the company's silicon material in Leshan in Sichuan is not affected, and it will be adjusted in conjunction with local policies.

In fact, since this year, the price of silicon material has been in the upper range due to factors such as tight supply and demand relationships. The industry leading enterprise Tongwei shares and GCL Technology have increased production capacity. If GCL Technology can "escape" the power limit policy this time, it will be a good news.

Previously, the stock price of GCL Technology had risen from 2.14 yuan from the low to 3.05 yuan on August 19, an increase of more than 40%. (Finish)

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