With the increasing shortage of traditional energy sources, the development and utilization of new energy sources have attracted the attention of countries all over the world. Under the global financial crisis, China's macroeconomic development has also slowed down. The traditional energy market has been hit hard, but it has brought a new round of opportunities for new energy development.
The photovoltaic sector has been strong in recent days. On the one hand, it is driven by the overall energy sector. On the other hand, the continuous recovery of polysilicon prices is also an important reason. We believe that the photovoltaic sector, as an emerging strategic industry, has benefited from the introduction of the “Emerging Energy Industry Revitalization Plan†and still has obvious performance opportunities in the next stage.
Since the end of July, the average domestic polysilicon price has continued to rise, from 415 yuan / kg, to nearly 500 yuan / kg, even so, the supply is still tight. It is predicted that the price of domestic silicon materials is expected to climb further to 500,000 yuan/ton in the short term. The main reason for the rise in polysilicon prices is: on the one hand, last year, China’s polysilicon production was under the “overcapacity†question, the release of polysilicon production capacity was lower than expected, and due to insufficient funds, some of the production lines were not produced. The original planned 9GW new installed capacity was upgraded to 14GW, and demand surged.
We believe that based on the current supply and demand relationship, the tight supply of polysilicon should be maintained at least until the end of the year, and there is still room for further increase in polysilicon prices in the fourth quarter. The recovery of polysilicon producers' profitability is an inevitable trend.
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