Solar polysilicon won the news that the war will erupt

Color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt">The surge of solar polysilicon raw materials keeps increasing. Recently, the solar midstream and downstream plants set off a wave of material grabs. Following the signing of Green Energy (3519-TW) and Modi (6244-TW) with international polysilicon manufacturers, Wang Neng (3599-TW) It also announced that it has signed a 664MW supply contract with China's solar silicon fab, GCL-Poly, but there are also counter -productives. Deputy Chairman of Danone (3686-TW) Ren Zhaoming stated in the law that it is expected to produce polysilicon next year. Will increase by 25-30% , consider the long-term price is still a downward trend, the company decided not to sign a long contract.

Silicon wafer prices in the spot market call for US$ 70 per kilogram. Peng Xiaofeng, chairman of Jiangxi Seville, who recently came to Taiwan, said that the market has already seen US$ 80 . If the demand continues to heat up in the fourth quarter, the price will not be excluded. Dollar price. The legal person pointed out that solar power plants have signed supply contracts and contracts, and revealed that the industry does not want to be able to snatch market opportunities due to fluctuations in raw material prices under strong market demand.

Wang able to announce the silicon supplier GCL's Nanjing GCL Solar power, signed the second part of long-term silicon wafer supply contracts during the supply contract supply this part silicon wafer October 2010 until December 2015 only, contract The total supply is about 664 megawatts. Wang can express that the contract also retains the bargaining mechanism adjusted to the market price, which will help Wangneng's overall operation and future profitability.

Danone is doing the opposite with the market. At present, there is almost no signing of long-term sources. Ren Zhaoming explained that he saw a lot of new products including Hemlock , OCI, and other Korean manufacturers, WACKER, and Chinese manufacturers. It is estimated that there will be an increase of 25-30% in polysilicon output next year. It is expected that under the condition of oversupply, the company will not consider long-term contracts to consider long-term polysilicon prices as a downward trend.

For the price trend of the solar energy industry, Xinkun (3576-TW) Chairman Lin Kunfu said recently that the recent polysilicon gains have reached a reasonable level, and it is expected that there will be little chance for further rises.

Xinguang said that it recently signed a new contract with Zhejiang Yanhui Solar Energy. It is expected that the proportion of contracted materials can be increased to more than 30 %. New Sunlight also has long-term cooperation in the spot market. The current average cost of polysilicon source About more than 50 US dollars level.