On April 13, Longi Green Energy Technology Co.Ltd(601012) updated the quotation of silicon wafers. Different from the two quotations in March, only 182 silicon wafers were changed this time. The latest price was 6.82 yuan / piece, up 0.12 yuan / piece, or about 1.79% compared with the previous quotation. In 2021, the highest quotation of Longji 182 silicon wafer is 6.87 yuan / piece, and the current price is only one step away from this.
Another silicon chip leader Tianjin Zhonghuan Semiconductor Co.Ltd(002129) has updated its quotation on April 2 to 160 μ M thickness products as an example, the price of silicon wafers of different specifications increased by 0.14 ~ 0.21 yuan / piece, with a range of 2.1% ~ 2.5%. Among them, the quotation of 210 silicon wafer was 9.05 yuan / piece, up 2.26%; 182 silicon wafers were quoted at 6.79 yuan / piece, up 2.1%; 166 silicon wafers were reported at 5.64 yuan / piece, up 2.5%.
Around December last year, due to the oversupply of the market and the lower than expected demand for terminal installation, the silicon chip leader had repeatedly lowered the quotation of silicon chips. At that time, the price war seemed to be imminent. However, in 2022, the price of silicon wafer changed its declining trend and turned upward again. Longji and central have raised their quotations for several rounds.
According to the latest data of pvinfolink, the price of monocrystalline silicon wafer rose as a whole, including the prices of leading manufacturers and second-line silicon wafer enterprises. The agency pointed out that the current maximum quotation range of 182 silicon wafers is about 6.85 yuan per piece, which has risen above the highest price in 2021, and the downstream acceptance still needs time to observe and ferment.
According to the data of silicon branch of China Nonferrous Metals Industry Association, the price range of 166 silicon wafers this week was 5.55 ~ 5.69 yuan / piece, and the average transaction price increased to 5.61 yuan / piece, with a week-on-week increase of 0.18%; 182. The price range of silicon wafer was 6.76 ~ 6.85 yuan / piece, and the average transaction price increased to 6.82 yuan / piece, with a weekly increase of 1.34%; The price range of 210 silicon wafer was 9.00 ~ 9.05 yuan / piece, and the average transaction price remained at 9.05 yuan / piece, unchanged on a weekly basis.
The silicon industry branch believes that the continuous rise in silicon wafer prices this week is mainly due to the intensification of the phenomenon of short supply. At present, the matching degree of the whole industry is appropriate, and there is no high inventory in a certain link. From the perspective of supply, silicon wafer production decreased in April compared with the previous month. At present, logistics and transportation problems are widespread. The epidemic has increased the normal inventory circulation and reduced the market circulation.
From the perspective of demand, the demand maintains the original level. The recent purchase volume of battery terminal is stable, and there is no risk of shutdown in the short term, but there may be production reduction. From the component side, “double reverse” causes some component manufacturers to delay or cancel delivery, and the specific impact will be evaluated after the judgment takes effect. The silicon branch believes that the price of silicon wafer is expected to rise steadily and slightly in the short term based on the situation at both ends of supply and demand.
Silicon wafer prices continue to rise. In addition to the support of its own supply and demand factors, the high price of upstream silicon can not be ignored. According to the data of the silicon industry branch, the price range of China’s single crystal re feeding this week was 249000 ~ 255000 yuan / ton, and the average transaction price rose to 251500 yuan / ton, with a week-on-week increase of 0.32%; The price range of single crystal compact is 247000 ~ 253000 yuan / ton, and the average transaction price rose to 249100 yuan / ton, with a weekly increase of 0.28%.
The silicon industry branch pointed out that the reasons for the continued rise in silicon material prices include three aspects: first, the release progress of China’s polysilicon production capacity is less than expected, and the import of overseas silicon materials is blocked due to poor transportation, so there is little increase in China’s polysilicon supply; Second, although some silicon wafer enterprises in the downstream have been affected by the shortage of silicon materials caused by the epidemic and logistics, the operating rate has decreased, but at the same time, new production capacity has been released to make up the gap, so the demand for silicon materials remains high; Third, silicon wafer prices hit a high point again, which has a great support for silicon wafer enterprises to maintain a high start-up rate, and ensures the demand for silicon materials to a certain extent.
According to the judgment of the silicon industry branch, the supply of silicon material in April is still in a state of relative shortage, and the price trend of silicon material will continue at least until the order in May is signed at the end of April.
