SMM Network News: July 31, the photovoltaic industry leader Longji shares once again raised the price of single crystal silicon wafers, which is also Longji shares within the month the second price increase.
According to Longji's official website, the latest prices of the company's P-type 158.75/223mm 175 μ m thickness and P-type M6 175 μ m thickness (166/223mm) single crystal silicon wafers are 2.90 yuan and 3.03 yuan respectively, up 0.27 yuan and 0.3 yuan respectively compared with the prices announced on July 24, up more than 10%.
In an interview with the Financial Associated Press, a relevant person from the marketing department of Longji shares said that the price adjustment of Longji shares is mainly considering the relationship between supply and demand in the market. At present, backward production capacity is being eliminated, and high-quality production capacity is not necessarily enough, although everyone is expanding production. But they are all expanding high-quality production capacity.
According to a person from Longji Stock Market Department, the domestic consumption and expansion of the photovoltaic industry this year is expected to achieve a grid connection of about 40-45GW in the whole year. Only 11GW will be connected to the grid in the first half of the year, and in the second half of the year, under the background of the traditional peak season of photovoltaic in China, it is expected to be more than 30GW connected to the grid, an increase of more than 50% over the same period last year.
In addition, Longji shares Market Department also told the Financial Associated Press that the increase in wafer prices is also affected by the rising price of silicon materials upstream, after an accident occurred at Poly Xiexin's factory in Xinjiang, although its output was not high. but the industry is strictly inspecting its own production safety because of this, which has an impact on production. At present, there is also an epidemic of novel coronavirus in Xinjiang, which will have a certain impact on transportation and affect shipments. In addition, the price of photovoltaic accessories such as glass is also on the rise.
For the future trend of silicon wafer prices, Longji shares Market Department said that Longji shares is still committed to reducing costs and efficiency, promoting the reduction of kilowatt-hour costs, to achieve affordable access to the Internet, the current fluctuation is a market behavior, in the long run, the industry is taking the road of reducing costs and increasing efficiency.
Photovoltaic industry personage Liao Wei told the Financial Associated Press that the rise in silicon materials may continue for some time, that is, the third quarter, unsustainable. The rise in silicon prices is mainly affected by the accident at the Poly Xiexin Xinjiang plant, but its production capacity has recovered quickly. at present, the market is only a temporary imbalance between supply and demand, and it is believed that it will return to stability in the fourth quarter.
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