Since the new year’s day, the overall performance of monocrystalline silicon concept stocks has been flat. Three stocks have been increased by more than 200 million yuan, and Longi Green Energy Technology Co.Ltd(601012) has the highest amount of increase.
On January 26, the leading silicon wafer enterprise Tianjin Zhonghuan Semiconductor Co.Ltd(002129) announced a comprehensive increase in the price of monocrystalline silicon. On the same day, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) announced the latest silicon wafer price. Compared with the previous price, the price was comprehensively increased to 160 μ M as an example, the price of silicon wafers of different specifications will be increased by 0.4 ~ 0.92 yuan / piece. As early as 10 days ago, the industry leader Longi Green Energy Technology Co.Ltd(601012) took the lead in raising the price of silicon wafers.
silicon material price has rebounded for three consecutive weeks
Affected by the news of price rise, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) and Longi Green Energy Technology Co.Ltd(601012) share prices rose yesterday, closing up 4.15% and 3.84% respectively. The whole photovoltaic sector was boosted. On January 26, Yunnan Chuye, Jiangsu Zhongtian Technology Co.Ltd(600522) , Silvery Dragon Prestressed Materials Co.Ltd Tianjin(603969) rose by more than 6%, including Qingdao Tianneng Heavy Industries Co.Ltd(300569) , Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) , Shenzhen Hopewind Electric Co.Ltd(603063) , Xj Electric Co.Ltd(000400) , Jiangsu New Energy Development Co.Ltd(603693) , Nari Technology Co.Ltd(600406) , Hainan Drinda Automotive Trim Co.Ltd(002865) . On the same day, Cecep Solar Energy Co.Ltd(000591) photovoltaic module leader, Jingke energy, rose sharply on the listing, which also improved the market’s confidence in the photovoltaic sector. On the first day of listing, the stock closed up 111%, with a total market value of more than 100 billion yuan.
According to the data of silicon industry branch, the price of silicon material has rebounded for three consecutive weeks. In the week of January 12, the average transaction prices of single crystal re feeding, single crystal dense materials and single crystal cauliflower materials increased slightly, with an increase of less than 1.5%; In the week of January 19, the price of silicon materials continued to rise, in which the average transaction price of single crystal re feeding, single crystal compact and single crystal cauliflower materials increased to varying degrees, with an increase of more than 2%; In the week of January 26, the price of silicon materials remained stable and rose slightly, among which the average transaction price of single crystal re feeding, single crystal dense materials and single crystal cauliflower materials increased by less than 0.5%.
Insiders pointed out that the rise in the price of silicon wafers is mainly due to the strong demand caused by the preparation of goods years ago, and the demand for silicon wafers from batteries is rebounding at the bottom. According to solarzoom, due to the limitation of silicon material supply, the resumption of monocrystalline silicon rod production does not meet the expectation. Due to the impact of Qinghai earthquake, the supply of silicon wafer is slightly insufficient, and the price may continue to rise before and after the Spring Festival.
The performance of concept stocks is expected to increase significantly, and northbound funds increase their holdings of industry leaders
According to the statistics of securities times and databao, there are 13 companies with monocrystalline silicon business in the A-share market. As of the closing on January 26, the market value of A-Shares of these companies totaled 801.7 billion yuan. The stock market value of Longi Green Energy Technology Co.Ltd(601012) a exceeds 400 billion yuan, ranking first. The company is the world’s largest monocrystalline silicon wafer and component manufacturer. In the first half of 2021, the company achieved a single crystal silicon wafer shipment of 38.36gw. According to the prediction of pvinfolink, the company’s component shipment continues to rank first in the industry. The company’s Ningxia Leye annual output 3gw single crystal battery project and Xixian Leye annual output 15gw single crystal high-efficiency single crystal battery project are under construction and are expected to be put into operation in 2022.
The main business of Tianjin Zhonghuan Semiconductor Co.Ltd(002129) focuses on silicon materials and focuses on the R & D and production of monocrystalline silicon. The 50gw (G12) Cecep Solar Energy Co.Ltd(000591) monocrystalline silicon material intelligent plant (Ningxia central phase VI project), the largest monocrystalline silicon investment project in the industry built by the company, has started construction on March 18, 2021. It is expected to start production at the end of 2021 and reach full production in 2023.
The photovoltaic equipment business of Beijing Jingyuntong Technology Co.Ltd(601908) mainly includes monocrystalline silicon growth furnace, polycrystalline silicon ingot furnace, diamond wire slicer, etc. On January 25, the company said on the interactive platform that Leshan phase I uses jd-1600 furnace type independently developed by the company, and the silicon wafer size that can be produced is 210mm and below. At present, 210 silicon wafer products are in full sale.
From the performance data, the net profit of Unittec Co.Ltd(000925) , Tbea Co.Ltd(600089) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Beijing Jingyuntong Technology Co.Ltd(601908) and other stocks is expected to increase significantly. Unittec Co.Ltd(000925) the performance forecast was released on January 26. The company expects the net profit in 2021 to be 175 million yuan to 228 million yuan, with a year-on-year increase of 210% to 303%. In 2021, the company’s semiconductor silicon wafer orders and production load were full, and the new polishing wafer technical transformation projects gradually released production capacity. The production and sales volume of polishing wafer increased significantly, with the sales volume increasing by nearly 130% compared with the same period last year.
From the performance of the secondary market, the overall performance of monocrystalline silicon concept stocks has been flat since the new year’s day. As of January 26, the average decline was 9.59%, underperforming the Shanghai index in the same period. During this period, northbound funds increased their holdings of some stocks against the market. Data treasure statistics show that according to the average transaction price, Longi Green Energy Technology Co.Ltd(601012) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Hengdian Group Dmegc Magnetics Co.Ltd(002056) and other three shares were increased by more than 200 million yuan, of which Longi Green Energy Technology Co.Ltd(601012) was increased by 1.99 billion yuan.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
