Amazing!!! Several module manufacturer had shut down，The reason is...

There are many discussions in the market, and the related component manufacturers are protesting against the price increase of silicon wafers.

It is worth mentioning that on June 30th, Longi Green Energy greatly raised the price of silicon wafers. The quotation shows that the price of P-type M10165 μ m thickness (182/247 mm) monolithic silicon wafer on Longji monocrystalline silicon wafer 7.30 yuan, compared with 6.86 yuan last month; The price of monocrystalline silicon wafer P-type M6160 μ m thickness (166/223 mm) is 6.08 yuan, compared with 5.72 yuan last month; The price of P-type 158.75/223mm160 μ m thickness of monocrystalline silicon wafer is 5.88 yuan, compared with 5.52 yuan last month, with an increase of over 6%.

Prior to this, Zhonghuan shares raised the price of silicon wafers on June 24th, and the increase rate was also above 5%. Taking the thickness of 150 microns as an example, compared with the published price last time (April 27th), the prices of N-type and P-type silicon wafers of all sizes increased by 0.27 ~ 0.53 yuan, with an increase of 4.74% ~ 6.61%. Among them, P-type 218.2 silicon wafer and N-type 210 silicon wafer both increased by 0.53 yuan/wafer.

For Longi Green Energy's sharp price adjustment, the industry believes that it is mainly caused by the continuous rise in upstream silicon prices. On June 29th, the Silicon Industry Branch released the latest transaction price of domestic solar grade silicon materials, and the prices of domestic single crystal compound feeding, dense materials and cauliflower materials all jumped to 280 yuan/kg, exceeding the highest price level in 2021 and reaching a record high.

At present, there is no clear source to indicate that the above component factory has stopped production, and there is not enough information to confirm that the suspension is to fight against the price increase of silicon wafers and silicon materials. However, the "squeeze" of the downstream caused by the continuous price increase in the middle and upper reaches of the industry has already appeared.

According to a person from a photovoltaic module manufacturer, the module factory where it is located has not stopped production at present, saying that "it is better to withstand the materials", but the production schedule in July will also be adjusted. This is a family The top six manufacturers in global component shipments also reflect the impact of continuous price increases in the middle and upper reaches on production. It is understood that driven by the continuous price increase, photovoltaic modules have risen to 2 yuan/watt, which belongs to the category of "sky-high price" for both module manufacturers and terminal investors.

People in the industry even bluntly say that the price of 2 yuan/watt lacks market demand even if it is exported overseas. In fact, the price increase tide of the whole photovoltaic industry chain has aroused the concern of national ministries and commissions. On June 24th, the High Technology Department of the National Development and Reform Commission organized the leading enterprises from the whole industrial chain to hold a symposium on the development situation of photovoltaic industry.

The development situation of photovoltaic industry of all participating parties was analyzed, and the problems faced by photovoltaic enterprises in production and operation, industrial investment, capacity building, market supply and demand were comprehensively combed, and measures and suggestions to promote the healthy and sustainable development of photovoltaic industry were studied. Under the background of dual-carbon strategy, the development situation of photovoltaic industry is improving. China Renewable Energy Development Report 2021 predicts that the newly installed photovoltaic capacity will reach 100GW in 2021.

According to the National Energy Administration, the installed photovoltaic capacity under construction has reached 121GW, and it is estimated that 108GW will be added to the grid within this year.

However, considering the price increase of silicon materials and silicon wafers, it is rumored that some component manufacturers will stop production, and installers will have a holiday, people in the industry are deeply worried about whether the scheduled installation target can be achieved as scheduled this year. What is even more worrying is that the industry expects that the price of silicon materials will not be reduced in the third quarter of this year, and the high price of polysilicon will continue until the beginning of 2023 。