Up another 30%! Is the price of photovoltaic industry chain going to "soar" collectively?

Yesterday, silicon materials soared by more than 31%, and today it is the turn of silicon wafers.

Silicon Branch announced the latest silicon wafer prices on February 2. The cumulative increase of M10 monocrystalline silicon wafers and G12 monocrystalline silicon wafers in two weeks exceeded double digits, of which M10 monocrystalline silicon wafers rose by 30.5% in two weeks.

Data source: Silicon Branch

of China Nonferrous Metals Industry Association Silicon Branch said that due to the clear judgment of the future trend, the vast majority of silicon wafer enterprises choose to sell, and a small number of enterprises choose to ship in bulk.

With the stabilization and recovery of industrial chain prices, the inventory of silicon wafers has been exhausted, the profit per watt has returned to normal level, and the new production capacity of enterprises has begun to release gradually. The operating rate of the silicon wafer industry is also gradually increasing. From November to December

last year, the price of silicon wafers fell more than expected, and downstream enterprises continued to wait and see, resulting in a sustained high inventory of silicon wafer enterprises, the pressure of destocking, and many silicon wafer enterprises began to continue to reduce the operating rate of production lines. In addition to the suspension of production during the Spring Festival holidays, the supply of silicon wafers in the market tends to be in short supply, which is also the main reason for the gradual rise in prices.

The Silicon Branch expects that demand will remain supportive in the first quarter and that the price of silicon wafers will continue to rise in the short term.

In addition to the silicon wafer link, the price of other links in the photovoltaic industry chain has also begun to rise. In terms of

components, according to PV InfoLink data, due to supply chain factors after the festival, the overall quotation showed signs of rising. Some manufacturers rose from 1.65 yuan per watt to 1.7-1.75 yuan per watt. In February, the quotation continued to rise to more than 1.8 yuan per watt.

However, due to the beginning of the year, the new and old terminal projects have not really started, and the follow-up price increase remains to be observed.

In addition, on January 31, Xiangbang Science and Technology, a film company, announced that from February 1, EVA film will be increased by 10 percentage points on the basis of the original price.

In addition to Xiangbang Technologies, the quotation of other film factories also rose by about 10% on January 31, after the quotation of EVA photovoltaic materials continued to rise. According to Zhuochuang Information, EVA photovoltaic is expected to rise to 15 thousand to 16 thousand yuan/ton, an increase of 6.7% to 14.3%.

The agency said that after the year, the demand for photovoltaic ground power plants is clear, overseas shipments are growing, and the price of film and photovoltaic EVA is expected to rise rapidly. In addition, since 2022, the new production capacity of EVA is less, the supply increment of photovoltaic materials in 2023 is less than demand increment, and it is expected that the photovoltaic EVA resin will be tense in stages. Less than a week after the

the Spring Festival holiday, the photovoltaic market has not really started, many links of the photovoltaic industry chain products have announced substantial price increases, the hot market in 2023 is ready to rush?