Price increases, who 'eat out' photovoltaic power plant industry chain's profit?

a gain of more than 15% within a week the monocrystalline silicon slice of leader - — Longji shares to the forefront, in the second half of this by rob outfit and polysilicon in the accident, the industrial chain of increasing the price are letting the photovoltaic power station industry faces a dilemma choice.

the last day of July, longji announced to raise domestic trades. the quotation again, the M6 2 wafers from June 25. 62 yuan/piece of up to 3. 03 yuan/piece, have risen by as much as 15. 6%, a result that a lot of second - and third-tier component enterprises 'sleepless nights. Have people familiar with the latest price according to longji policy, August has signed a single according to implement new price after 12 August shipment, not a single starting August 1, according to the new price order delivery.

as monocrystalline silicon slice of bibcock, longji undoubtedly have absolute price control, especially the M6 silicon price, by the longji push up of silicon chip size, the big jump in the mainstream industry size, however, when owners are lobbying to accept the 440/445 watts downstream components is the optimal choice of the current, the longji M6 silicon prices are soaring, let the downstream of the cell and components companies only 'awe'.

on August 1st, longji inger ridderstolpe co brand general manager said in response to the rise in price when the storm, adjust the price of silicon in the first time did not take into account the polysilicon price grows so fast, longji is unable to digest such a large silicon material prices rose, the only add silicon material prices part to the price of silicon wafer, no additional premium.

'at present, in accordance with silicon per watt consumption of 3 g, polysilicon prices rising every 10 yuan/kg, component cost 0. 03 yuan/watt, in terms of the actual situation, however, wafers, cells, and no capacity to big reason si material gains and component manufacturer price and profit pressure, survive guaranteed profits for the second half of the component manufacturer is particularly important, 'analysis with industry professionals, gains the industry chain, is not entirely because of polysilicon supply problems, including adding pounds price factors.

some components enterprise relevant personage thinks, considering from the whole photovoltaic industry level, low cost of electricity is our biggest competition. 'The ideal solution should be from polysilicon, wafers, cells, to component, each part of digestive gains and lift the downstream power grid construction on schedule. Current apparently is not the case, however, each link only consider your profit maximization does not take into account this might lead to problems such as terminal demand '.

in fact, in the price, the more close to the owner of the link didn't say, 'to maintain customer relationships and lift the production profit, is the current component companies face a common problem. 'If prices event lasts for a long time, some second - and third-tier component not vertically integrated enterprise pressure will be very big, delivery without moving; Although most first-line enterprises have corresponding wafers and battery capacity, but because the current demand is good, still need to outsourcing cell, which will be affected by fluctuations in the price of, with profits or shipment, both is hard to have it all ', some components enterprise senior official added.

but it is not just component enterprises, 'the needs of the industry as a the ends of the scale, if the component price increase is too large, lead to the downstream because limited yields owners choose to delay or abandon projects, balance would be to reduce the end terminal demand, demand and will in turn affect the industrial chain in every link of delivery and reasonable profits of the year', according to the analysis of the industry, the consumption of the game will be the whole industry and the owner's investment in photovoltaic determination. The so-called interlocking, no enterprise may possess.

yesterday coincides with nuclear in 2020 the second component in the bid opening, the average 440/445 watts components offered have come to 1. 57 yuan/tile, double-sided soared to 1. More than 6 yuan/watt, since 2020 the component prices high. With the national electricity for half a month ago, the three gorges, compared to the component in the component prices rose at least 0. 15 yuan/tile, up nearly 10%.

the photovoltaic power station investment mainstay in national electric cast, datang, nuclear, huadian and CGNPC completed component in 2020, and huaneng, national energy group, China such as has not been possible to build the bid opening. With longji again raise price of silicon wafer, huaneng bid opening next week also is expected to usher in a component prices

'high'. Components of large power state space at a premium still such, predictably, under such industrial chain price, more price-conscious the parity of the ground station with distributed project will choose deferred construction grid, is expected to reduce the annual installed above 5 gw.

photovoltaic (pv) are in the second half of this week whether to postpone the bidding project has carried on the investigation, at present most of the owners did not industrial chain price storm grid plan adjustment project, so the time is given priority to with state of the investors, in particular, but this does not mean that the industrial chain prices can follow one's inclinations.

'before industry monopoly to a certain extent, devouring two or three line of the enterprise profit space, for the whole industry, it is a very unwise decisions'. Standing in the foothills of parity, the photovoltaic (pv) solar panel industry in China is like a fight are subject to being pushed into the market competition of warriors, KWH cost is the photovoltaic industry's most powerful weapon, the more is needed is a long-term and able to do big cake the whole industry.