The price rise of silicon material conducts the wafer and increases the shares of the wafer. The wafer rose by more than 6.5%.

The price of silicon is rising, and the leading enterprises of silicon wafers are "rising" one after another. Following the price adjustment announced by 002129.SZ, 601102.SH announced the price of single crystal silicon wafers on April 15, in which G1 and M6 (170 μ m thickness) were quoted at 3.90 yuan and 4.00 yuan per chip, and M10 (175 μ m) was quoted at 4.86 yuan per wafer. Compared with the price quoted on March 25, M6 and below are up 0.25 yuan, and M10 are up 0.3 yuan, or 6.58%.

Longji shares insiders told the Financial Associated Press that silicon wafer companies are also passively raising prices. According to the monitoring of the Silicon Industry Branch, the price range of domestic single crystal re-feeding materials this week is 13.7-143000 yuan / ton, the average transaction price is 140200 yuan / ton, up 4.01% from the previous week; the price range of single crystal compact material is 13.4-141000 yuan / ton, the average transaction price is 136000 yuan / ton, and the weekly ratio is up 3.82%.

In the face of rising prices upstream, the pressure is bound to spread downstream. Longji shares have said that the recent rise in the price of silicon in the industry has led to a rise in the cost of the downstream industrial chain, and most of the companies in the industry are digested by raising product prices, and it will take some time for customers to accept the price changes in the industrial chain.

According to Longji's previous statement, every 3 yuan / kg, increase in the price of silicon corresponds to a price increase of 0.05 yuan per wafer. At the same time, the April price of single crystal silicon wafer announced by Central shares on April 10 shows that compared with the price of single crystal silicon wafer in March, the price of G1, M6 and G12 increased by 0.3 yuan and 0.17 yuan respectively.

Since the third quarter of 2020, the price of silicon has been rising all the time. According to the industry forecast, the price will continue to rise in the near future. As the silicon production capacity construction cycle is up to 18 months, the market supply of silicon materials for the whole year may continue to fall short of demand, and the new capacity is expected to be released by the end of the year.

In the case of silicon shortage, the downstream is usually guaranteed by signing a long bill. Longji shares insiders told the Financial Associated Press that at present, the company has signed a long order for silicon and glass, and the long order has been signed with OCIM, special electrician, Asian silicon industry and Poly Xiexin silicon merchants by locking the quantity without locking the price, negotiating the price on a monthly basis and purchasing in batches to ensure the long-term and stable supply of polysilicon raw materials.

Industry analysts told the Financial Associated Press that the price increase will have an impact on the industry in the short term, such as the photovoltaic Internet access process at a low price, as well as the competitiveness of going out to sea, and so on. However, the entire photovoltaic industry chain, whether accessories or main materials, some price changes are still phased, such as the recent price reduction of photovoltaic glass. Price increase is a guide to the market, after attracting capital for industrial investment, it will not be sustainable.