The upstream raw material increases the price of small and medium enterprises in small and medium -sized enterprises in the photovoltaic industry. The integration of the photovoltaic industry is expected to accelerate

Reporter Li Chunlian Shi Lu

Since the beginning of the year, the price of silicon materials has risen fiercely, and the price of silicon wafers has also risen. The pressure of downstream companies has further increased. Many small and medium -sized enterprises have to stop working and stop production. "Securities Daily" reporter interviewed a number of photovoltaic industry component factories and found that most of the small manufacturers who discontinued production were basically maintained normal operation.

Under the double carbon target, while accelerating the development of the photovoltaic industry, the problem of imbalance in the industrial chain has gradually emerged. Many insiders interviewed by a reporter from the Securities Daily said that the silicon materials and silicon wafers upstream of the photovoltaic industry chain will be in short supply and rising prices in the second half of the year or even early next year. Or eliminated out.

Silicon and silica wafer

In the short term, there is still no supply

Benefiting from the high prosperity of the photovoltaic industry, the price of silicon materials continues to rise.

The latest multi -crystalline silicon prices announced by the China Nonferrous Metal Industry Association (hereinafter referred to as the "Silicon Industry Branch") show that the price of silicon material has risen to 310,000 yuan/ton, compared with 80,000 yuan/ton in early 2021, the price is large, and the price is large. It rose nearly 3 times.

As the price of silicon material continues to rise, the leading silicon wafer leader has repeatedly raised prices on the product. Longji Green Energy has raised the price of silicon wafers 7 times this year. On July 21, TCL Central announced the price of single crystal silicon wafers again.

The supply of silicon materials is insufficient, and the silicon wafers are in short supply. In this context, many companies lock orders in advance.

Shuangliang Energy Conservation issued an announcement on July 22 that the company once again signed 9.092 billion yuan of single crystal silicon wafers for sales contracts. Since October last year, Shuangliang Energy -saving has signed a long list with a number of mainstream battery manufacturers such as Tongwei, Tianhe Guangneng, and Aixu Co., Ltd. It is expected that the total order of the above -mentioned silicon wafers will reach 77.9 billion yuan (including tax). In addition to the orders signed in July, Shuangliang Energy Sales has signed a sales order over 90 billion yuan in less than a year.

It can be seen that with the rapid development of the photovoltaic industry, the demand for raw materials such as silicon wafers has increased. From the current point of view, silicon materials will still be in short supply, and the price will be at a high level.

"In terms of supply, the new production capacity of major silicon materials companies is basically put into production as planned. The increase in actual supply is mainly concentrated in the second half of the year. Time to observe and verify. "An executive of listed companies in the photovoltaic industry told the Securities Daily that in terms of price, silicon materials will still maintain a situation of insignificant supply in 2022. It is expected that subsequent silicon prices will not fall sharply and quickly.

Qi Haizhen, the president of Beijing's Sunshine New Energy President, told the Securities Daily that in recent years, the development variables of the photovoltaic industry have indeed been a lot. The crushing of single crystal silicon technology has made some enterprises, the staged silicon material stages of the silicon material. The supply in order to make upstream silicon materials make a lot of money.

Medium component enterprise

Will face greater challenges

As the price of silicon and silicon wafers rose sharply, some photovoltaic industry component plants were suspended because they could not bear the upstream price increase.

Wang Bohua said that in June of this year, the number of component bidding has dropped to the lowest year. 70%of the newly installed installed power stations with relatively low price of prices in the first half of the year have received centralized power stations with high price sensitivity. inhibition.

According to the statistics of Zhihui photovoltaic, since the end of May, the prices of mainstream components have risen to more than 1.95 yuan/W. Domestic operators have decreased to component prices, and the number of components in June has fallen to the lowest year. At present, some domestic power stations have considered suspension of projects in response to this round of prices.

"As the price of silicon material rises, silicon wafers and battery films related companies have promoted prices one after another, and suppressing downstream short -term demand." Liu Jie, an analyst at British Securities Securities.

Market participants said that at the end of June, many component manufacturers suspended delivery for 2 days to 5 days, and the front -line vertical integration manufacturers have not lowered the operating rate in July.

"Single crystal 182 battery films, the current single monthly supply is about 16GW, the purchase volume of front -line manufacturers has not been reduced, and the battery film manufacturer still has the confidence to maintain prices." An insider of a photovoltaic enterprise told the Securities Daily reporter.

Yang Chang, the person in charge of the policy group of the China -Thailand Institute of Securities Research Institute, told the "Securities Daily" reporter: "Most of the small factories that are discontinued are only small factories for components, and the heads of the head of the head can fill in the profit of the silicon wafer or battery. Component companies are weak in competitiveness, and their ability to negotiate upstream and downstream is not strong. "

The above -mentioned photovoltaic companies stated that in the context of the price increase in the supply chain, the advantages of vertical integrated manufacturers in terms of cost and other aspects have further emerged.

"Small and medium -sized enterprises that are not timely product upgrades and cannot be released in scale benefits are likely to be eliminated." Qi Haizheng said that the overall competition pattern of the photovoltaic industry has basically formed, and the industry is about to enter the stage of large -scale benefits. Industry integration is inevitable. Enterprises with small production capacity and backward craftsmanship are facing greater challenges.

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