Decrypt this round of solar silicon material----Price increases is similar to a bank run 2/2"Although the development trend of carbon peak and carbon neutrality is very certain, the current industry production capacity has formed a situation of'small at both ends and large in the middle'. However, due to the small amount of newly expanded production capacity in the early stage and the continued low price of silicon materials, there has been Bottoming out and rebounding. At the same time, because of overcapacity, companies mainly engaged in silicon wafers and solar cells are competing to buy silicon materials, which has helped the price of silicon materials continue to rise. Therefore, including silicon materials, silicon wafers, cells and modules, etc. Relevant companies need to return to rationality, otherwise there will be a cruel reality of supply and demand imbalances, extremely high or extremely low prices, which are not conducive to the stable development of industries and enterprises."
This round of silicon material price increase is not a single phenomenon in the domestic market, but the demand resonance of the global silicon material market boom cycle, which is also a market law. The person in charge of a silicon material company said that according to the quotations they have, the price of some silicon materials is reported to 260,000/ton, such as Wacker in Germany (the global leader in chemical industry) and OCI in South Korea.
"At the end of 2017, the price of silicon materials remained at around 140,000-150,000/ton. After the '531', the price of silicon materials fell to 70,000-80,000 yuan/ton. This wave of decline continued until last year. Half a year. The lowest in June last year was 58,000 yuan/ton.” Yan Hu said that although silicon material bottomed out at this price, it has begun to hit the break-even line of major manufacturers in the industry.
However, it should be noted that this round of production expansion is almost dominated by domestic companies, while foreign companies have still not announced a new round of investment plans. Compared with China, almost all foreign companies are high-cost silicon material companies.
Regardless of the industry, product price is a manifestation of the relationship between supply and demand, and it is a question that whether the industrial layout structure is reasonable. It is recommended that all links in the industry chain, including silicon materials, silicon wafers, batteries and modules, return to rationality, grasp the investment rhythm, and rationally allocate production capacity, otherwise there will be an imbalance of supply and demand, and the cruel reality of extremely high or low prices, which is not conducive to the industry and enterprises. "We advocate all links in the industrial chain, return to rationality, grasp the pace of investment, and rationally allocate production capacity, so as to facilitate the stable development of the industry and enterprises.
We all expect all material go back to normal situation, so market for Solar Lights Outdoor like Solar LED Flood Light and Solar Powered LED Street will increase accordingly.
