The tide of price increases will rise?Photovoltaic industry chain game games are hot

With the continuous advancement of the "double carbon" goal, photovoltaic has been included in the national strategy, global demand is strong, and the overall industry chain has continued to increase prices.

On July 1, 2022, the leading solar energy of the battery plant announced the latest single -crystal solar cell price pricing, and the price adjustment of various products has expanded. Compared with the offer on June 17, the 166 -sized battery films of this price increased by 7 points, the offer was 1.24 yuan/watt, an increase of 5.98%; ; 210 -size battery films rose 5 points, the price was 1.23 yuan/watt, an increase of 4.24%.

It is reported that the price adjustment is mainly due to the increase in upstream silicon wafers.

Silicon wafer faucet TCL raised the price of silicon wafers on June 25. The price of 150 μm thickness 210N silicon wafers is 10.02 yuan/piece, and the 210N silicon wafer price of 130 μm thickness is 9.59 yuan/piece. 9.06 yuan/piece, the increase of more than 5%.

"Photovoltaic Mao" Longji Green Energy also announced the latest silicon wafers on June 30. The price of the entire series of products rose more than 6%: P -type M10160 μm thick silicon wafer price was adjusted to 7.3 yuan/piece, and the price of May was 6.86 yuan in May. The increase of 6.41%; the price of M6 silicon wafers was raised from 5.72 yuan to 6.08 yuan/piece, an increase of 6.923%; 158.75 product prices were adjusted from 5.52 yuan to 5.88 yuan/piece, an increase of 6.52%.

In fact, the increase in the price of silicon wafers is also the market behavior that occurs in the background of supply and demand.

Since 2022, the photovoltaic industry chain has developed strongly, downstream demand has continued to grow, and the prices of upstream polysilicon raw materials have long been rising. In July, some silicon factories began to enter the maintenance period, and the domestic silicon material market was tighter.

At present, the prices of polysilicon raw materials have set the highest historical price. On June 29, the China Nonferrous Metal Industry Association's Silicon Industry Branch released the latest transaction price of silicon material. The domestic single -crystal reinforcement price range is 285,000 yuan/ton to 290,000 yuan/ton, and the average transaction price is 286,300 yuan/ton. The period ratio increased by 4.83%; the price range of the single crystal tightly material was 283,000 yuan/ton to 288,000 yuan/ton, the average transaction price was 284,200 yuan/ton, and the period ratio increased by 5.10%.

According to Solarzoom data, with the price increase of silicon wafers, the price of single crystal M10 battery in the domestic market began to rise to 1.25-1.28 yuan/W; , The mainstream price comes to 1.91-1.98 yuan/W.

It is worth mentioning that recently Beijing Xinhua Hydraulic 4GW photovoltaic component and Shaanxi Coal Chemical Ansai District 120MW photovoltaic component opening results show that the highest quotation of single crystal PERC double -sided components has exceeded 2 yuan/W, components may return to return back By the 2 yuan era.

Industry insiders believe that due to the influence of the industry chain, from the upstream silicon wafers, battery films, and even the lowest downstream modules will have a new wave of price increases.

The Everbright Securities Research Report pointed out that from the perspective of downstream demand, due to the influence of power shortage and high electricity prices, overseas households have high demand for photovoltaic installations, and the price tolerance for prices is relatively high. And the domestic large power plant project or delay due to the high component price, according to the Zhihui photovoltaic observation: When the component price is higher than 1.95 yuan/W, the bidding volume of domestic photovoltaic components has decreased significantly; It is difficult to transmit the price downstream, 1.95 yuan/W is almost the price limit that domestic downstream investment companies can bear. From this perspective, the operating rate of component manufacturers with higher overseas income will not be greatly affected, and component manufacturers based on domestic markets will be under pressure.

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