In the first half of this year, the prices of silicon materials and wafers in the upstream of photovoltaic have been raised one after another, which has brought a tremendous impact on the enterprises in the middle and lower reaches of photovoltaic. However, the situation is expected to be alleviated.
On the evening of June 29th, 002129.SZ issued a public announcement on the price of single crystal silicon wafers in June. For wafers with a thickness of 170 μ m, G12 is 7.53 yuan per wafer, M6 is 4.72 yuan per wafer, and M1 is 4.62 yuan per wafer. Compared with a month ago, the prices of the three kinds of silicon wafers of Central shares were reduced by 8.4%, 9.55% and 9.74%, respectively.
In this regard, people related to Central shares told reporters that if the price of the industrial chain continues to remain high, the downstream installed capacity target may be lowered. For the sustained and sound development of the industry and the smooth completion of the national "double carbon" goal, the company made a decision to reduce the price this month. It is worth noting that the latest quotation of Central M6 and M1 is 0.17 yuan / piece lower than that of Longji (601012.SH).
In fact, Longji shares took the lead in cutting prices last week, and the latest mainstream wafer price is 170 μ m thickness M10 5.87 yuan / wafer, M6 4.89 yuan / wafer, M1 4.79 yuan / wafer.
Photovoltaic industry insiders told the Financial Associated Press that at current prices, there is still pressure on the component end and downstream enterprises, and the latest quotation of Central shares is 0.17 yuan lower than that of Longji shares, and the price will decline in the future.
In the first five months of this year, the newly installed capacity of domestic photovoltaic was 9.91GW, compared with the target of 50-60GW for the whole year, the speed of construction was obviously slow, which is also a performance of photovoltaic downstream enterprises to restrain the upstream price increase. The price reduction of silicon wafers will reduce the pressure on the downstream photovoltaic industry and be conducive to the overall development of the photovoltaic industry.
According to a reporter from the Financial Associated Press, the start-up of single crystal silicon wafer enterprises in the market this month is also declining, and after Longji and Central shares take the lead in lowering silicon wafer prices, it is expected that there will be a great probability to promote the overall correction of silicon wafer prices next month and drive the shipping speed of enterprises.
In addition, a number of new wafer and silicon bar projects have recently been put into production, including Gaojing Solar 15GW Silicon Wafer Project, 601908.SH 12GW Crystal pull Project and 603185.SH 's Hongyuan New material 10GW Silicon Rod Project.
Photovoltaic industry insiders told the Financial Associated Press that after the silicon wafer price reduction, the overall correction of silicon prices is expected to come soon, when the silicon material and silicon wafer prices return to a reasonable period, the operating rate of photovoltaic modules and power plant enterprises will gradually pick up in the second half of the year.
