Longji Green Energy has once again increased the price of the photovoltaic industry in the price of the silicon wafer price increase "endless"?

"Photovoltaic Mao" Longji Green Energy once again announced the price of silicon wafers.

On the evening of June 30, Longji Green Energy's official website released the latest silicon wafer price information. The quotation shows that the price of the single -piece M10165 μm thickness (182/247mm) of the M10165 μm of the M10165 μm of the Longji M10165 μm is 7.30 yuan, and the price announced at the end of May is 6.86 yuan. 6.08 yuan, the price announced at the end of May is 5.72 yuan; the price of a single crystal silicon wafer P type 158.75/223mm160 μm is 5.88 yuan, and the price announced at the end of May is 5.52 yuan. In summary, the ups and downs of the upsurge exceeded 6%.

"The price adjustment is mainly the price of upstream silicon material. At present, the price of a variety of silicon materials has reached the highest price of history." Wanlian Securities Investment Consultant Qu Fang said in an interview with the Securities Daily reporter, according to the current situation The price of silicon material is difficult to improve in the short term. "In the long run, this is not good for the healthy development of the industry."

Seven times the year up

Silicon wafer price

This is already the seventh time the price of Longji Green Energy has raised silicon wafers this year. Last week, TCL, another silicon film leader, also announced that the price of product prices was fully raised again.

Regarding this round of price increases, the China Nonferrous Metal Industry Association Silicon Industry Branch (hereinafter referred to as the "Silicon Industry Branch") believes that recently the tight supply of silicon materials has intensified, and the price of silicon wafers meets the expectations of rising.

On June 29, the Silicon Industry Branch released the latest domestic solar -grade silicon material. The price of domestic single -crystal reinforcement, dense materials, and cauliflower materials all jumped to 280 yuan/kg, exceeding the highest price level in 2021, reaching a record high.

The Silicon Industry Branch stated that the increase in the price of silicon materials this week has increased, mainly due to the overseas maintenance of a company in Xinjiang in Xinjiang, which led to the sudden interruption of some long orders. It also increased simultaneously, and the shortage of silicon materials became more prominent.

The Silicon Industry Branch also pointed out that the price of silicon wafers has risen sharply, which has supported the acceptance of the upstream of the price of silicon material to a certain extent.

Qi Haizheng, president of Beijing Tymed Sunshine New Energy Technology Co., Ltd. told the Securities Daily that the world's downstream demand for photovoltaic industry is strong, and the price of component products has also increased. The acceptance of component prices is relatively high, and component prices are likely to maintain a high operating state in the second half of the year.

Qi Haizhen said that due to the less sensitive component price, the distributed photovoltaic project occupied about half of the installation scale; the centralized photovoltaic power station was promoted by the start of the construction of the national scenery base project. Very important market forces.

Regarding the trend of silicon material prices, according to the judgment of the Silicon Industry Branch, individual maintenance companies have increased production in July. In the third quarter, three new enterprises planned for maintenance, which made the market more firm in the expected shortage of domestic silicon material supply.

"Generally speaking, before the production capacity of silicon material in the fourth quarter, the supply of products in various aspects of photovoltaic links is basically tight. It is expected that the price will be difficult to call back in the end of the third quarter. It depends on the climbing situation of silicon materials. "Qi Haiyu said.

Unbalanced profits in the industrial chain

Benefit adjustment

From the perspective of Qu Fang, because the downstream is difficult to increase the cost in the short term, some middle and lower reaches will have a short -term loss.

In fact, the imbalance between profits between the photovoltaic industry chain has always been the focus of market attention.

"Even when the price of silicon material is high, the demand is still strong, but from a longer period of time, its high operation is unhealthy, because the profit of the entire industry is now taken away by the silicon material." Longji Green Green Shi Haifeng, vice president of Neng Group, told a reporter from the Securities Daily.

"In the long run, this is unfavorable to the development of the industry." Qu Fang said that the photovoltaic industry is my country's advantageous industry. It should be used to use the first advantage of this industry and the advantages of the entire industry chain Long -term stable growth. If the photovoltaic industry wants to develop for a long time, it is necessary to ensure the overall stability of the industry and the profit stability of all aspects of the industry chain.

"For us and our customers, when is the price of silicon material price not the most important. The important thing is how to use a relatively healthy pricing model to allow this industry to develop healthily. When the market fluctuates There are huge losses and inventory depreciation of the enterprise. "Qi Haizheng said that as long as the upstream silicon material enterprises are appropriately conceded, the downstream power station investment will be installed. After all, the photovoltaic industry under the" double carbon "goal is already new. The main force of energy power generation.

"This requires relevant departments and associations to make overall adjustments to the industry upstream and downstream enterprises, try to ensure the stability of the supply chain as much as possible, and ensure the balance of the industrial chain." Qu Fang said.

According to the news released by the National Development and Reform Commission's official website on June 30, in order to comprehensively analyze the development situation of the photovoltaic industry since this year, on June 22, the responsible comrades of the High -tech Division presided over a symposium to comprehensively sort out the development of the photovoltaic industry, analyze the production of photovoltaic enterprises production In terms of operation, industrial investment, production capacity construction, market supply and demand, etc., we study measures and suggestions for the healthy and sustainable development of the photovoltaic industry.

Reporter Yin Fengfeng

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