According to industry news, on October 11, Tongwei Stock , Xiexin Technology and other photovoltaic head enterprises held a closed-door meeting in Hangzhou, Zhejiang Province. At
this meeting, Each participating enterprise agrees that the average cost of silicon materials (including Siemens method and granular silicon) including tax and the corresponding sales price shall not be less than 43000 yuan/ton ; The price of BC module shall not be less than 0.86 yuan/W , and the price of TOPCon module shall not be less than 0.79 yuan/W .
Sources said that the meeting stressed that the above "price bottom line" is also applicable to export products, social procurement and bidding.
Some participating enterprises disclosed to the media that the "bottom line price" of the above-mentioned silicon materials is the real cost after calculating all the industrial silicon, electricity charges, depreciation, labor and so on.
According to the Silicon Branch on September 30, the current average transaction price of N-type re-feeding is 43000 yuan/ton , and the average transaction price of N-type granular silicon is 40300 yuan/ton .
Since the second half of 2024, anti-involution has been the focus of the photovoltaic industry. Since the second half of this year, the pace of anti-involution in the photovoltaic industry has accelerated significantly.
On July 31, the General Administration of Market Supervision organized a price compliance guidance activity for the photovoltaic industry in Yancheng, Jiangsu Province.
Then on August 6, eight leading polysilicon enterprises in China held a closed-door meeting in Shanghai, signed a proposal, and unanimously decided to resolutely implement the full cost price sales compliance requirements, comprehensively carry out price self-examination and self-correction, and put an end to the dumping of products below the cost price; Promote energy conservation, carbon reduction and capacity clearance .
In September, the industry has spread two small compositions, "Chengdu Production Reduction Conference" and "Beijing Conference on Polysilicon", whose main core content is production reduction . According to the statistics of the
Silicon Branch, two enterprises will resume production in October, and another six enterprises plan to reduce production. It is estimated that the domestic polysilicon production will be reduced to 105,000 tons in October. The month-on-month decline was about 12.9% .
Related Reading:
a single season? Polysilicon Industry Reappears "Small Composition"
浙公网安备33010802003254号