Polysilicon kilograms break $110 New photovoltaic boom is coming

With the rise of international oil prices, the level of alternative energy prices has also risen. The reporter learned yesterday from a large-scale domestic polysilicon factory management personnel that the current polysilicon spot price has reached the highest 114 US dollars per kilogram, compared with the end of last year, there was no small increase, and some polysilicon plants began to accelerate the expansion to meet the new A wave of photovoltaic boom.

Since European countries successively introduced the PV subsidy reduction policy last year, the market once worried about the 2011 PV market demand. However, the actual situation is that after Germany and other countries introduced the PV subsidy reduction policy, the PV demand did not show a significant decline, and the negative impact of PV subsidy reduction was lower than market expectations. With the arrival of the “boots” for Germany’s photovoltaic subsidy cuts this year a few weeks ago, the parties have also started to prepare for the arrival of this year’s PV installation boom, which provided the ground for polysilicon price increases.

Statistics from photovoltaic solar energy networks show that from this month, polysilicon market prices have begun to show upward momentum. In the week after the Spring Festival, the price of polysilicon silicon material ranged from 75 to 90 US$/kg, and the highest price was about US$5/kg higher than a year earlier. According to the data disclosed by the aforementioned polysilicon plant management personnel to this newspaper, the latest spot price of polysilicon silicon material has reached 114 US dollars per kilogram (about 750 yuan).

"Not only the spot, the company's single price is also rising, but also can not buy. Our recently signed long-term price is also more than 100 US dollars." The above management said.

“The increase in polysilicon prices is affected by market demand on the one hand, and on the other hand, from the perspective of supply, the “Polysilicon Industry Access Requirements” promulgated in January this year significantly increased the entry barrier for the polysilicon industry, and it is expected that the growth rate of polysilicon production capacity in the future may be low. It is expected that the increase in production capacity will lag behind the growth in market demand for a long time.” An industry analyst predicts that “the maintenance of polysilicon prices will become a trend.”

Another reporter from the industry learned from insiders that in the above situation, some domestic polysilicon manufacturers are actively expanding their production capacity.

It is worth noting that in terms of downstream PV modules, as the PV industry has ended in the off-season, the prices of PV modules have recently risen by a certain margin. According to statistics, during the week after the Spring Festival, the price of polysilicon solar modules (230W) was 1.75 to 1.8 US dollars per watt, which was a considerable increase from the previous year.

"Considering that Germany's PV subsidy policy adjustment has been settled, before the other countries cut their PV subsidy prices in 2011, the second quarter will be expected to usher in a new wave of seizures. Meanwhile, the rate of return on investment in the Italian PV system continues to remain high. The market demand for photovoltaics will continue to flourish. In addition, the United States, Japan, and other markets are also expected to grow steadily. Therefore, we believe that driven by the German and Italian markets, the demand for the photovoltaic market in the future is likely to accelerate.” Analysts said.

The agency also believes that due to continued strong demand for polysilicon, as well as industry access threshold increase, the future supply of polysilicon market will show a tight trend, polysilicon prices may rise again.