Abstract Recently, the reporter learned from a number of key PV companies in the province that with the expansion of the domestic market, the output and price of photovoltaic products are on the rise. Last month, Wuxi Suntech, Hairun and other five key PV companies sold 2.33 billion yuan, an increase of 37% from the previous month, accounting for the month...
The reporter recently learned from a number of key PV companies in the province that with the expansion of the domestic market, the output and price of PV products are on the rise. Last month, Wuxi Suntech, Hairun and other five key PV companies sold 2.33 billion yuan, a 37% increase from the previous month, accounting for 76% of the total sales for the month, up 4 percentage points from the previous month. Lianyungang Jinghai Semiconductor Materials Co., Ltd. received 30 MW orders from its headquarters this year. Since the 10th of this month, the number of employees has increased from 700 to 1,000. Last year, the company shifted its focus to the domestic market. Increased by 10 percentage points.
The increase in application brought about a rebound in prices. The largest solar polysilicon producer in China, GCL-Poly, has taken the lead in raising prices from the bottom of 110 yuan/kg to 125 yuan/kg. The target is to raise 150-180 yuan/kg after the Spring Festival. As the price of polysilicon rises, the prices of downstream wafers, crystalline silicon cells, and components have risen slightly. According to industry insiders, the photovoltaic industry is expected to reverse the situation in the past two or three months. In this regard, Lv Jinbiao, deputy general manager of Jiangsu Zhongneng Silicon Industry Co., Ltd., said that polysilicon is a normal rebound, and the current price is far lower than the cost of the world's leading polysilicon manufacturers. The price increase of polysilicon is mainly due to the price increase of silicon materials. It is difficult to say that it means the reversal of the photovoltaic industry.
For this round of silicon material price fluctuations, the industry believes that there are two main reasons: China's polysilicon double reverse preliminary ruling time for the United States, South Korea and Europe, is expected to be issued on the 20th of this month, the tax rate is about 45%, once taxed, foreign polysilicon enterprises It will be very difficult to enter the domestic market; most of the current domestic polysilicon enterprises have stopped production, and temporary supply shortages have occurred after the domestic demand is started.
"Polysilicon will have a long L-shaped bottom, and the turning points up and down have not appeared." Wang Haisheng, chief analyst of Minsheng Securities' new energy industry, believes that the current capacity utilization of domestic polysilicon manufacturers is not high, and many are waiting for production suspension. The industry has improved and restarted. "The industry has not yet begun to integrate. It cannot be said that the industry has bottomed out. After some two or three years of enterprises are out, the photovoltaic industry has hope."
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