Affected by the shortage of silicon materials, the price of silicon wafers has gone up. On May 25th, 601012.SH announced another round of general increases in product prices. Company insiders said that the wafer price increase is mainly due to the shortage of upstream supply, the price increase is also passive, in order to reduce cost pressure.
According to the just announced June wafer price, Longji wafer price is once again facing a wave of general rise: G1 wafer rose from 4.39 yuan / wafer to 4.79 yuan / wafer, an increase of 0.4 yuan / wafer, an increase of 9.1% X M6 wafer rose from 4.49 yuan / wafer to 4.89 yuan / wafer, an increase of 8.9% M10 from 5.39 yuan / wafer to 5.87 yuan / wafer, an increase of 8.9%.
It is worth noting that it has been only ten days since the last price adjustment, while Longji has adjusted the price of silicon wafers six times so far this year. According to the published price, on January 25 this year, the price of G1 silicon wafer is 3.15 yuan / wafer, M6 silicon wafer is 3.25 yuan / wafer, and M10 silicon wafer is 3.90 yuan / wafer. From this point of view, the prices of all three Longji wafers have risen by more than 50%.
The price increase of silicon material is an important reason for the fluctuation of silicon wafer price. According to the news of the Silicon Industry Branch last week, the domestic single crystal re-feeding price range is 17.4-200000 yuan / ton, the average transaction price is 194400 yuan / ton; the single crystal compact material price range is 17.2-198000 yuan / ton, and the average transaction price is 190000 yuan / ton.
At present, the influence of high silicon material is being transmitted continuously. Downstream battery enterprises, take Tongwei as an example, after the third price increase this month, the price of polycrystal diamond line 157battery is 0.86yuan / W, which is 0.03yuan higher than the previous one; the price of single crystal PERC158.75 battery is 1.10yuan / W, which is 0.08yuan higher than before; the price of single crystal PERC166 battery is 1.08yuan / W, which is 0.09yuan higher than before; the price of 210single crystal PERC battery is 1.08yuan / W, which is 0.09yuan higher than before.
Industry analysts told the Financial Associated Press that the current silicon price has reached an all-time high, in the cost transmission process, a little snub or slow, means that the cost pressure. The rise in silicon prices has not eased for the time being, and there is a high probability that silicon prices will rise again and spread to downstream batteries and components.
It is worth mentioning that Earthquake occurred in Yiyi County, Dali Prefecture, Yunnan Province, and Maduo County, Guoluo Prefecture, Qinghai Province, on May 21 and 22, which may further aggravate the shortage of silicon wafers. According to Longji, Earthquake is expected to affect the company's May single crystal wafer production of 120 million wafers, accounting for about 10 per cent of the company's single crystal wafer production that month.
The above staff said that the incident had little impact on production capacity and was expected to recover in a week or so.
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