Benefiting from the continued demand in the photovoltaic industry, the volume and price of upstream silicon wafers have increased
2022-8-22
This article comes from: the financial world
According to Baichuan Yingfu data, the reference price of polysilicon on the 27th was 235,000 yuan/ton, and the weekly price rose by 5,000 yuan/ton. The price of downstream monocrystalline Silicon Wafers is even stronger. The current reference price is 5.15 yuan/piece, which has been raised by 0.35 yuan/piece from the recent low, with an overall increase of 7.3%.
Industry insiders pointed out that the recent increase in the price of polysilicon market is due to the previous price reduction in the silicon wafer industry to clear the inventory, while a new round of raw material procurement has been carried out recently, which has maintained a good demand situation as a whole, and the overall supply and demand relationship of the industrial chain is relatively healthy. In the long run, the development of the photovoltaic industry is inseparable from the cost reduction and efficiency improvement of related products. In 2022, the price of polysilicon in China will gradually be released with the production capacity, and it is expected to show a trend of adjustment, and the situation of short supply is expected to ease.
In terms of companies, Zhonghuan (002129) and LONGi (601012) are the leaders in monocrystalline silicon wafers, and both have raised prices to varying degrees this month. In addition, the latest announcement of Zhonghuan Co., Ltd. is expected to achieve a net profit of 3.8 billion to 4.2 billion yuan in 2021, a year-on-year increase of 248.95%-285.68%.
