Yesterday (May 29) evening, the photovoltaic industry appeared big news, the world's leading silicon wafer Longji Green Energy announced the latest silicon wafer prices.
Monocrystalline silicon wafer P-type M10 150 μm thickness "The price of monocrystalline silicon wafer was reduced from 6.3 yuan to 4.36 yuan, a decrease of 30.8%." Monocrystalline silicon wafer P-type M6 150 μm thickness monocrystalline silicon wafer price dropped from 5.44 yuan to 3.81 yuan, a decrease of 30%. However, the price cut is not without warning, which is similar to the price of silicon wafers announced by the industry association last week.
Some insiders told reporters that because of the decline in the price of silicon materials, the price of silicon wafers followed the market. As the price of silicon wafers falls, due to the cost transmission of cost reduction and efficiency enhancement, this is conducive to stimulating downstream installed demand. The latest silicon wafer price
of Longji Green Energy. Photo source: Longji Green Energy's official website
The price of silicon wafers was cut by 30%
. This evening, there was big news in the photovoltaic industry.
Global silicon wafer leader Longji Green Energy announced the latest silicon wafer price, "monocrystalline silicon wafer P-type M10 150 μm thickness" monocrystalline silicon wafer price from 6.3 yuan to 4.36 yuan, a decrease of 30.8%. The price of "P-type M6 150 μm thickness monocrystalline silicon wafer" was reduced from 5.44 yuan to 3.81 yuan, a decrease of 30%.
Longji Green Energy last announced the price of silicon wafers on April 27. Reporters noted that this is also the largest reduction in the price of silicon wafers in Longji Green Energy since this year.
Judging from the actions of leading silicon wafer companies, TCL Central was the company that announced a sharp reduction in the price of silicon wafers last time. On May 11, TCL Zhonghuan (002129 SZ, share price 39.13 yuan, market value 126.5 billion yuan) announced the latest price of monocrystalline silicon wafers, and the price of products was lowered in an all-round way. The prices of P-type silicon wafers with thickness of 150μm of 218.2, 210 and 182 sizes are 6.91 yuan/piece, 6.4 yuan/piece and 5 yuan/piece respectively (previously 8.21 yuan/piece, 7.6 yuan/piece and 5.84 yuan/piece respectively), with price reductions of 15.8%, 15.8% and 14.4% respectively.
However, the price announcement of Longji Green Energy is not without warning. On May 26, the Silicon Branch of China Nonferrous Metals Industry Association mentioned that the average transaction price of N-type monocrystalline silicon wafers (182 mm/130 μm) was 4.32 yuan/piece, and that of M10 monocrystalline silicon wafers (182 mm/150 μm) was 4.22 yuan/piece, with a week-on-week decrease of 5.84%; The average transaction price of G12 monocrystalline silicon wafer (210 mm/150 μm) was 6.14 yuan/piece, and the ring ratio was flat. The price of similar N-type silicon wafers is almost the same as that of Longji Green Energy.
According to the analysis at that time, on the supply side, the actual production reduction of most enterprises was less than expected . Recently, the price of raw materials continued to decline, and the price of inner sand continued to rise. Overall, the cost of silicon wafers decreased significantly during the production cycle, and the upstream profits of the industrial chain began to transmit to the downstream. According to the actual situation, the extent of production reduction in this week is less than expected, mainly due to the following two reasons, one is that the upstream and downstream game sentiment is strong, and the expected reversal accelerates the price drop; the other is that the downstream demand is strong, especially the appearance of various new battery technologies in the exhibition. The logic of
reducing costs and increasing efficiency remains unchanged
. For the price of silicon wafers announced by Longji Green Energy, some insiders told reporters that the main reason is the price reduction of silicon materials. As a downstream, the price adjustment behavior of silicon wafers follows the market.
According to the data released by the Silicon Branch of China Nonferrous Metals Industry Association, the price range of N-type materials in China last week was between 135000 yuan/ton and 140000 yuan/ton, with an average transaction price of 135400 yuan/ton and a week-on-week decline of 9.55%; The price range of monocrystalline dense materials is between 125,000 yuan/ton and 130,000 yuan/ton, and the average transaction price is 128,000 yuan/ton, with a week-on-week decrease of 10.3%.
The above industry insiders said that the price reduction of silicon wafers can be viewed calmly, because the logic of the photovoltaic industry chain is to reduce costs and increase efficiency, gradually reduce costs by releasing production capacity, "and then give profits to downstream power plants".
In fact, from the downstream end demand, the domestic demand for photovoltaic installation shows marginal growth.
According to the statistics of the National Energy Administration, the new installed capacity in China reached a new high of 14.65 GW in April, an increase of 10.2% over the previous month. Domestic installed capacity reached a new high mainly due to the rapid growth of distributed photovoltaic, which currently accounts for more than 50% of the new installed capacity of distributed photovoltaic.
From January to April, China's newly installed photovoltaic capacity was 48.31 GW, accounting for 57.23% of the country's newly installed capacity, an increase of 186.21% over the same period last year. In April, China's newly installed photovoltaic capacity was 14.65 GW, up 299.18% year-on-year. Zhu Gongshan, chairman
of Xiexin Group, said at the 16th SNEC International Solar Photovoltaic and Intelligent Energy Forum that the world's photovoltaic installed capacity will be 350 GW this year, next year's photovoltaic installed capacity will probably surpass hydropower, 2026 will surpass natural gas, and 2027 will hopefully surpass coal as the largest energy source.
According to Antaike's previous analysis, due to downstream demand support, silicon wafer prices are expected to further stabilize in the short term under the pull of demand.
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