Solar polysilicon procurement boom renews first-quarter earnings

After the Spring Festival, the prices of imported solar polysilicon and silicon wafers have returned to the trend. Domestic solar polysilicon quoted by individual companies increased by 10%, solar monocrystalline silicon wafers rose significantly, 156 monocrystalline silicon wafer spot tight, some companies offer 3% increase in solar wafer prices, the lowest price of 125 solar monocrystalline silicon wafers Rose to 7.2 yuan per piece. During the Chinese New Year holiday, relevant manufacturers continued to accept orders and bargaining. After the Spring Festival, downstream orders continued to enter the market. The production lines of relevant manufacturers also showed a situation of full load, and the sound of long-lost silicon material procurement gradually drifted into the market. We expect that the price of the battery will follow closely in the coming week.

Analysts believe that the main reason for the market recovery is that the German government is expected to determine the details of the second quarter solar energy subsidy program, so the industry will inevitably increase the installed capacity of solar power plants before the new wave of subsidies will be reduced, which will help maintain the demand heat in the first quarter . Germany's adjustment of FIT is likely to be carried out on a monthly basis to avoid recurrence of the surge in December 2011. On the other hand, whether or not the total volume control is still under discussion is still under discussion, but the relevant manufacturers have indicated that the chance of passing this year should not be large. Overall, related adjustments are conducive to the steady development of the German market. As a result, the rush order effect, which was originally worried about short-lived events, was also determined to continue until the end of the first quarter, which caused the relevant manufacturers to look forward to the first quarter of this year.