To fight for reasonable prices, solar wafers brewing prices after the Spring Festival

In the third quarter of 2011, the solar-powered wafers with plunging prices in 3 quarters showed a defensive effect at the end of the year. Some of the recent wafer fabs told customers that they would increase their prices after the Lunar New Year and expect that the price of 6-inch polycrystalline silicon wafers will be US$1.2 per station. The first-line wafer fab said that it is mainly for the purpose of gaining reasonable prices and it is difficult to maintain healthy industrial operations. However, it still has to wait and see the market atmosphere. The current order visibility is good, but its price sensitivity is also high. It must be further coordinated with the customer. .

6-inch polycrystalline silicon wafers from 1.1 to 1.2 US dollars per tablet has been stable for more than a month, the recent solar market part of the first-line polycrystalline silicon plant has begun to inform customers, will increase prices after the Chinese New Year after the Lunar New Year, expect each station on the 1.2 Above the dollar level, the increase ranged from 2% to 3%. However, due to the high price sensitivity of the client, those who intend to increase the price are still actively negotiating with the client.

The first-line solar silicon wafer fab pointed out that in December 2011, some product prices were adjusted upwards, and the high-efficiency product with conversion efficiency of over 17% was fine-tuned smoothly. Although it is expected that the price will be increased after the Spring Festival, Still must depend on the market conditions, in addition, polysilicon prices are difficult to kill, its price trend after the Spring Festival is also an important factor affecting silicon wafer pricing.

Xu Jing, general manager of Guo Yanting, said that in the market did hear the news of the same industry, the current price of solar wafers have been held, estimated at the end of January, early February prices are likely to adjust upwards, most estimates The same industry will follow up for a reasonable price level, but it is still necessary to wait and see market trends, especially the progress of the US anti-dumping and anti-subsidy investigations against the mainland.

The solar energy industry pointed out that since the rapid price cut in the industry chain in 2011, the hard work of the silicon wafers has been the hardest. Under the pressure of high polycrystalline silicon material costs and the continued bargaining price of silicon wafers, the burden of “two-burning” is a significant proportion. Falling on the wafer side, Sinoram Crystal Chairman Lu Mingguang once pointed out that polysilicon wafers are under losses of US$1.5 per tablet, and profits of more than US$1.6 are available. Light labor and material costs are required for each piece. For $1.2, the price level is the same for both the fab and the fab.

From May 2011, solar wafers began to feel the pressure of the demand is not as expected. The oversupply situation has allowed the wafer price to drop all the way, and the offer price has dropped by nearly 50%. The pressure on the film, but the strategy of reducing production, stopping production, clearing inventory, and refusing to take high-priced materials all the time, the wafer fab began to stabilize prices in December and started brewing in 2012. However, whether this wave of price increases At present, most of the silicon wafer fabs are still not fully grasped, and can only be negotiated more closely with customers.