This week, the slump in silicon chips continued.
On January 5, the Silicon Branch released the latest price of silicon wafers. Prices of monocrystalline silicon wafers of various types fell by up to 25.3%, while prices of mainstream batteries fell by 26% annually.
At the same time, due to the tight capital chain, the operating rate of silicon wafer industry enterprises has also been greatly reduced, and the lowest operating rate of single silicon wafer production enterprises is only 55%.
According to the latest price data released by the Silicon Branch,
the price range of M6 monocrystalline silicon wafers (166 mm/155 μm) is 3.2-3.55 yuan per wafer, and the average transaction price drops to 3.5 yuan per wafer. The price range
of M10 monocrystalline silicon wafer (182 mm/150μm) was 3.6-3.8 yuan/piece, and the average transaction price dropped to 3.74 yuan/piece, with a week-on-week drop of 17.4%; The price range
of G12 monocrystalline silicon wafers (210 mm/150 μm) was 4.75-5 yuan per piece, and the average transaction price dropped to 4.9 yuan per piece, with a week-on-week decline of 25.3%.
PV infolink data also confirms the current decline in the silicon wafer market. In Wednesday's quotation, the quotation of various types of silicon wafers fell between 20.3 and 25.4%. In the
previous week, the price fell by 6.9% -10%. The decline is expanding rapidly. The overall price of
silicon wafers is still in a chaotic process of disorderly decline. Nearly half of the production lines of
single silicon wafer enterprises have stopped production
and the market has fallen too much in the short term. The downstream enterprises of silicon wafers still hold a wait-and-see attitude towards the price reduction of raw materials, and their purchasing enthusiasm is still not high. At the same time, most silicon wafer enterprises have faced the risk of net profit loss per watt, so many enterprises are facing cash flow risks. As a result, the operating rate has been greatly reduced.
According to the data of the Silicon Branch, the operating rate of the two first-line enterprises has been reduced to 60% and 70%. The operating rate of integrated enterprises is maintained between 70% and 80%, while that of other enterprises is reduced to between 55% and 70%. When will
the oversold trend hit bottom? Association: Fast
last week, silicon materials and silicon wafer prices plummeted has caused panic in the industrial chain of enterprises, "down!"! Fall! Fall! Is it really going to crash? Photovoltaic Industry Chain Enterprises Panic … Such a sustained oversold market is appropriate to rebound from the bottom? The branch and organization of the silicon industry said that soon.
Faced with the trend of overall price reduction in the whole industry, the Silicon Branch said that in the first quarter, with the gradual stabilization of industrial chain prices, domestic and overseas projects will also start, and the backlog of inventory in the early stage will be basically digested, so it is expected that the decline of silicon wafers will be narrowed in the short term.
PV infolink also said that the price of 182mm monocrystalline silicon wafers has begun to weaken, and it is hopeful to stop falling one after another.
The main reason is that the effect of silicon wafer supply contraction is gradually emerging, the short-term overfall of prices will enhance the downstream purchasing enthusiasm, superimpose the rigid demand for production and stock during the Spring Festival holidays in January, but the frequent rain and snow weather in the northern winter may reduce the efficiency of logistics traffic, and the domestic epidemic is still in the peak period of infection. The interval before the Spring Festival holiday will be in the "window period" of improving the strength of silicon wafer shipments.
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