The global rush to build solar power
Η global rush for the construction of solar energy:
Η vigilance for consumption electric power and the energy crisis is increasing, especially under the Russo-Ukraine war this year, Europe's awareness of energy self-sufficiency tends to be stronger, and the main development goal of renewable energy sources with low environmental pollution is to produce solar energy worldwide. The rise in the price of raw materials, especially polysilicon, 50% of which comes from Xinjiang, has also pushed up the price of silicon wafers. Domestic frame manufacturers are under pressure from upward price increases and gradually passing it on.
photovoltaic technology - prices, offersFrom second semester outlook of the year, under the condition of the increase in the cost of raw materials, the unit manufacturers said that the estimated ASP increase in the third quarter, compared with the previous reaction, the margin for negotiation with customers has become smaller and The base price of the offers has also increased, so the entire section has increased and the increase is around single digits. Due to the increasing demand of downstream system factories, plans for hasty installation and grid connection, and the price of other auxiliary materials such as copper/steel has recently fallen, so silicon wafers The rise in round price has caused downstream module manufacturers to shout and most system builders will accept it.
The rush to build solar power:
As for the reason for the wafer price increase silicon, of course, it also reflects the increase in the price of polysilicon.From last year to this year, although the production capacity of polysilicon was released one after another, the price was Currently, the price of polysilicon has reached US$40 per kilogram, although the supply The face has slowly opened, but still can not keep up with the increase in demand.
The silicon wafer part is also in a tense state at the moment, especially the M10 large size main silicon wafer. M10 currently occupies 60-70% of the market share, which is relatively limited, and the M6 market accounts for about 15%, because it is relatively The niche market is not as tight as M10.
As for the rise in the price of polysilicon, it is mainly reflected in the hot demand, and the demand comes from three aspects: One is that due to the Russian-Ukrainian war, Europe's awareness of energy master control has increased, which has promoted the demand for hasty solar construction; After the US lifted its ban on exporting solar panels from Southeast Asia to the US, previously subdued demand surged, and after the US market pulled back goods, it caused a rush for materials; the third largest solar market energy—China's domestic demand market is also strong, supporting the core market.
