2023, the photovoltaic industry , which looks like a "cornucopia" in the eyes of other industries, entered a downward period.
On December 13 and 14, the Silicon Branch released the latest prices of silicon materials and wafers this week. Since the last brief recovery, the price of silicon materials has fallen seven times in a row, with the highest decline of 1.79%. Compared with the highest price of 240,100 yuan/ton at the beginning of the year, the price of monocrystalline dense materials has dropped by 74.93%.
This week, the price of silicon wafers continued to decline, with M10 silicon wafers falling the most, with the highest price falling by 4.55%. The M10 silicon wafer has dropped 67.6% from 6.42 yuan/piece in April.
"At present, the main problems in the photovoltaic industry are the intensified competition in the industry, the excessive expansion of the industry, the rapid decline in product prices, and the great pressure on the survival of the vast number of enterprises." Cao Renxian , chairman of Sunshine Power, pointed out at the 2023 Photovoltaic Industry Annual Conference on December 14. At the same time, he pointed out that the dividend of falling prices in the industrial chain has not been effectively translated into the return of project investment to a certain extent. The lower price of the
industrial chain leads to the transformation of the production capacity of enterprises into considerable profits. In order to avoid losses, many manufacturers take the initiative to stop production and overhaul, and the actual start-up rate falls to a low level, but "the lower the start-up rate, the worse the financial situation of enterprises will be." Jiang Limin, chief scientist of Xiexin Science and Technology, said in an interview with the media earlier. Gao Jifan, chairman
of Trina Solar, also spoke frankly at the above-mentioned meeting that "some enterprises are facing the embarrassing situation that the day of production is the time to stop production". At the same time, it also points out some deep-seated problems in the development of photovoltaic industry, such as "fighting separately, disorderly investment", and "the entry of cross-border enterprises has also accelerated the situation of overcapacity".
Faced with this situation, Jiang Limin said that the key is still cost control, if the loss time is too long, it will naturally be eliminated, then production capacity can return to normal levels, silicon prices will rise.
Cao Renxian said that at this time, we should maintain our strategic strength, firmly believe in the development potential of the photovoltaic industry , and firmly believe that the current photovoltaic industry cycle rate is driven by the elimination of backward production capacity.
Gao Jifan suggested that photovoltaic enterprises could coordinate the development of photovoltaic storage, pointing out that "the integration of photovoltaic storage will be the key to achieving carbon neutrality in the next stage of new energy development." At the same time, he also called on all sectors of society to cooperate , insist on the decisive role of the market in the allocation of resources, better play the role of the government, identify excellent photovoltaic enterprises, and guide the rational and orderly expansion of the industry. The capital market and other parties rationally support the photovoltaic industry.
Up to the date of publication, the lowest price of components has been refreshed to 0.862 yuan/W. In his speech, Gao Jifan emphasized that large state-owned energy enterprises should not adopt the bidding method of "winning the bid at a low price", and that industry associations and chambers of Commerce should organize and standardize enterprises to conduct self-examination and self-correction, standardize sales behavior, strengthen industry self-discipline, and strive to achieve the goal. Avoid being caught in a losing price war.
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