After a month and a half, Longi Green Energy Technology Co.Ltd(601012) raised the price of silicon wafers again
According to Longi Green Energy Technology Co.Ltd(601012) , the price of silicon wafer is mainly based on the supply of upstream industrial chain.
After reducing the price of silicon wafer twice, the price of photovoltaic faucet Longi Green Energy Technology Co.Ltd(601012) (601012. SH) began to rise again.
On January 16, Longi Green Energy Technology Co.Ltd(601012) adjusted the official quotation of monocrystalline silicon wafer. The price of silicon wafer after price adjustment increased by 2.4% – 5.1% compared with a month ago.
Of which, 165 μ In the thickness of M, M10 silicon wafer increased by 0.3 yuan / piece, and the current price was 6.15 yuan / piece, with the largest increase of 5.1%. Both M6 and G1 silicon wafers increased by 0.12 yuan / piece, and the current price of M6 silicon wafers was 5.15 yuan / piece, an increase of 2.4%; The current price of G1 silicon wafer is 4.95 yuan / piece, an increase of 2.5%.
Longi Green Energy Technology Co.Ltd(601012) responded to the interface news that the silicon wafer price is mainly based on the supply of the upstream industrial chain. The price reduction of silicon wafer in the fourth quarter of last year has a certain role in promoting the downstream installation, but the annual data have not been released yet, so it is difficult to determine.
Longi Green Energy Technology Co.Ltd(601012) said that the first quarter of 2022 has just begun, and the downstream demand needs to be observed. The price rise of silicon material is still the main reason affecting the pricing.
On January 12, according to the quotation of silicon branch of China Nonferrous Metals Industry Association, the price range of China’s single crystal re feeding was 230000-242000 yuan / ton, and the average transaction price rebounded to 234600 yuan / ton, with a weekly increase of 1.21%; The price range of single crystal compact was 228000-24000 yuan / ton, and the average transaction price rose to 232500 yuan / ton, with a weekly increase of 1.48%.
Silicon material prices rose after a short two-week decline.
According to the analysis of Antaike, the price of silicon material began to stabilize and recover. On the one hand, the price of silicon wafer has shown a steady upward trend. In order to meet the growth of downstream demand, the operating rate of silicon wafer enterprises has increased steadily, and the first-line enterprises have gradually increased to about 60% – 70%.
On the other hand, near the Spring Festival, the Limited Logistics and transportation during the holidays has not been avoided, affecting the supply of relatively strong demand. The signing this week also includes some demand for goods. Direct demand and indirect demand jointly support the significant increase in silicon material procurement and phased demand growth. In the same period, the expansion and release of silicon material was less than expected, which once again formed a situation of phased shortage of silicon material supply, and the price stabilized and rebounded slightly.
Last year, the prices of raw materials such as silicon materials rose sharply, which eventually had a great impact on the downstream terminal demand. China photovoltaic industry association has lowered the forecast of new installed capacity in 2021 to 45-55gw.
According to the interface news, some central enterprises originally planned to build photovoltaic projects in 2021, so they were postponed to 2022.
On November 30, 2021, Longi Green Energy Technology Co.Ltd(601012) lowered the price of silicon wafer for the first time in one and a half years, and Tianjin Zhonghuan Semiconductor Co.Ltd(002129) (002129. SZ) followed suit.
This triggered speculation about the price war of silicon wafers in the industry, and also let the industry see the dawn of the inflection point of the industrial chain, and the downstream demand began to release gradually.
After that, the two sides conducted two rounds of price reduction. After the second price reduction in the month on December 30, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) responded to the interface news reporter that the price adjustment follows the logic of silicon material price reduction and stimulating market demand, and will be a continuous process.
China Photovoltaic Industry Association predicts that, driven by China’s photovoltaic power generation project reserves, the new installed capacity of photovoltaic will increase to more than 75 GW in 2022, an increase of about 36% – 67% compared with the predicted value in 2021.
After the price increase of Longi Green Energy Technology Co.Ltd(601012) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) has not carried out a new round of price adjustment.
Longi Green Energy Technology Co.Ltd(601012) is currently the world’s largest manufacturer of silicon wafers and components; Tianjin Zhonghuan Semiconductor Co.Ltd(002129) is now the second largest silicon wafer manufacturer in the world.
At the beginning of 2022, the photovoltaic sector performed poorly and experienced a correction. The market value of the 12 companies that reached 100 billion last year has evaporated nearly 700 billion yuan from the highest point.
Longi Green Energy Technology Co.Ltd(601012) in the last nine trading days, it rose by 2.85% only on January 12, and fell or remained flat in other trading days.
As of the closing on January 14, Longi Green Energy Technology Co.Ltd(601012) closed at 79.25 yuan / share, down 8% from the closing price of 86.2 yuan / share on December 31. At present, the market value is about 429 billion yuan. Tianjin Zhonghuan Semiconductor Co.Ltd(002129) closed at 40.84 yuan / share on January 14, with a current market value of about 132 billion yuan.
