When the 26th increase of polycrystalline silicon prices during the year, when will the price increase?

On August 10, the reporter Shi Lu, the China Nonferrous Metal Industry Association Silicon Industry Branch announced the latest price of polysilicon. The data shows that the mainstream transaction price of single crystal reinforcement, the mainstream transaction price of the single crystal tightly material, and the mainstream transaction price of single crystal cauliflower materials have risen slightly, and the weekly increase of no more than 1%. Since the beginning of 2022, the price of silicon material is flat for only 3 weeks, and the remaining 26 quotes have risen. In fact, in 2021, the price of silicon materials has experienced a significant increase. Since this year, this rise is still continuing. In July this year, many component factories in the photovoltaic industry have been discontinued. The 26th rise in the price of strong demand for the price of polysilicon is the upstream of the photovoltaic industry during the year. The 26 rises in silicon materials have exceeded the expectations of many buyers during the year. "The root cause of the rise of silicon materials is still unbalanced supply and demand, and the supply chain is blocked by the cause of the epidemic. Some downstream companies have also exacerbated the tight supply. In this way, the profit space of the downstream companies is narrowed. The price is unsustainable. "A buyer analyzer told the Securities Daily reporter. Regarding the continuous rise in the price of silicon materials, the insiders of Sobbi Photovoltaic Network told reporters: "Silicon -based companies increased the price according to the market price according to the market. Under market -oriented conditions, the 3%silicon demand gap may cause 30%of the price to rise, coupled with some speculation factors such as stocking, the price of silicon material will not come down in the short term. " A rigid product, it cannot rely on overtime and expand its production. In the past, the downstream did not stock up. This year's epidemic has exacerbated the problem of shortage of supply chain in various industries. Pond. According to market news, all silicon materials have basically signed the order of the full month last week. The enterprises are mainly based on the implementation of the preliminary orders. Regarding the above -mentioned market news, the person in charge of a silicon -headed listed enterprise reported to the reporter of the Securities Daily that it was basically true. "The most basic cause of price increase is caused by the production capacity of silicon materials that cannot meet the growth of downstream demand." The person in charge of the above -mentioned customs clearance told reporters: "In the past two years, the silicon material was squeezed by the downstream, which caused the production capacity to expand more cautious. The threshold of silicon material is high and the capacity expansion cycle is long. The superposition of various factors has increased in the short term, and the supply -side production capacity expansion speed cannot keep up. In addition, from the perspective of expansion, the silicon material takes more than 18 months, and the silicon material takes more than 18 months. Silicon wafers and batteries are about 6 months, components are less than 6 months, and the implementation speed of silicon material production capacity is far lower than all aspects of the downstream, which has the basic feature of becoming a bottleneck supply. "Component companies are expected to increase their prices at the end of the year or at the end of the profit industry. From the ease of the second batch of component sets of Xinjiang Lili New Energy released from Sobi Photovoltaic.com on August 8th, most companies are cautious about the components of the components supplied in September. More than 2 yuan/w, up to 2.085 yuan/W. According to the information feedback from relevant investment and development companies, large -scale power stations projects in various places generally bear greater cost pressure. The previous news released by the Silicon Industry Branch showed that in August, five polysilicon companies in China were in a state of maintenance, affecting some output. In the same period, although there are new capacity climbing increases such as Leshan GCL, Baotou New Special, Inner Mongolia Tongwei, etc., it has slightly relieved the current absence of the current situation, but the total supply is still less than demand. The continued rise in silicon material prices also directly stopped some small -scale component factories. In July, the component company Xing Shuier replied on the investor platform: "The price increase of upstream silicon wafers has a certain impact on the production and sales of the company's photovoltaic components in the short term." It has also stated in public that there is no major changes in the current output. If there is a loss in the future order, it will not be ruled out that the possibility of repairing the production and production of production or even the production suspension is not ruled out. A large -scale component factory insiders told the "Securities Daily" reporter: "Our downstream power stations are all central enterprises, and the company itself does not have much bargaining ability. Today, the price increase has led to the company's orders in China. It ’s this year's components mainly relying on overseas export orders to replace some profits." "In fact, for component factories, overseas orders can indeed digest the negative effects of upstream prices. The demand for overseas orders for component factories is also available. Once all the digestion is completed, the extra production capacity must be considered, so the long -term price increases of silicon materials are not sustainable. " The price increase has caused some silicon materials companies to abandon the original and clear division of labor. They are preparing to go to the component factory. If such a momentum expands, it will inevitably accelerate the industry's division of labor and shuffle. " The influence, industry insiders expect this round of silicon to increase prices or last until the end of the year. The person in charge of the above -mentioned customs clearance analyzes reporters: "Comprehensive the release of the production capacity of each silicon material enterprise, it is expected that the price increase will be alleviated at the end of this year."

Picture | Site Cool Hero Bao Map.com

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