Silicon chip leader Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ( Tianjin Zhonghuan Semiconductor Co.Ltd(002129) . SZ) officially announced the third price adjustment this year.
On April 2, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) announced a collective rise in the price of its photovoltaic silicon wafers: at a thickness of 160 μ M monocrystalline silicon, 218.2mm, 210mm, 182mm, 166mm and 158.75mm are quoted as 9.77 yuan, 9.05 yuan, 6.79 yuan, 5.64 yuan and 5.74 yuan respectively, up 0.21 yuan, 0.2 yuan, 0.14 yuan, 0.14 yuan and 0.14 yuan respectively compared with the quotation on March 4.
The price will be implemented from April 3.
Among them, the increase of 218.2mm and 210mm large-size silicon wafers was the highest, with 2.196% and 2.25%.
The 21st Century Business Herald reporter noted that on March 25 this year, Longi Green Energy Technology Co.Ltd(601012) ( Longi Green Energy Technology Co.Ltd(601012) . SH) also announced a rise in the price of silicon wafers – the prices of 158.75mm and 166mm monocrystalline silicon wafers increased by 0.1 yuan / piece, an increase of 1.8 to 1.9%, and the price of 182mm monocrystalline silicon wafers remained unchanged. This is also the fifth official announcement by Longi Green Energy Technology Co.Ltd(601012) this year to raise the price of monocrystalline silicon.
Since last year, the large-scale expansion of silicon wafer manufacturers has attracted industry attention. The data show that in 2021, the large-scale expansion of silicon wafer production reached 150gw, with a year-on-year increase of 40.7% to 227gw Therefore, the market once worried about the deterioration of silicon wafer competition this year.
In fact, since this year, thanks to the high atmosphere of the photovoltaic industry, silicon wafer manufacturers have always maintained a high opening rate, which has led to the supply increment of silicon material capacity release less than the demand increment. Under the phenomenon of short supply, the silicon material price continues to enter the upward channel.
According to the statistics of the silicon industry branch of China Nonferrous Metals Industry Association (hereinafter referred to as the silicon industry branch), the price of silicon material has maintained an upward trend for 11 consecutive weeks since 2022. Driven by the continuous rise of silicon material prices, the prices of silicon wafers and battery wafers have risen step by step. However, among all links, silicon chips increased the most, while battery chips increased the least.
As the upstream link of the industrial chain, the trend of silicon wafer price is closely related to the relationship between supply and demand. The silicon industry branch believes that the continuous rise in silicon wafer prices is precisely due to the continuation of the phenomenon of short supply.
However, the silicon industry branch also called for “competing to ‘raise prices’ has become a thing of the past, and the subsequent’ steady ‘growth may become the main line of the whole year, which will be conducive to the healthy development of the whole industrial chain.”
For the follow-up trend, the silicon industry branch predicted that the demand growth slowed down, but the silicon wafer is still in short supply. If the subsequent demand remains strong, the price of silicon wafer may continue to rise slightly.
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