Taiwan PV companies will launch wafer price increases after the Spring Festival

In 2011, the solar wafers that quoted in the third quarter of Taipei's quotation fell in anti-drop effect at the end of the year. Recently, some wafer factories told customers that they will increase prices after the Lunar New Year, expecting 6-inch polycrystalline silicon tablets to stand at $1.2 per piece. The wafer factory said that it is mainly for the purpose of striving for a reasonable price. It is difficult to maintain the industrial operation all the time. However, it still has to wait and see the atmosphere of the photovoltaic market. At present, the PV orders have good visibility, but the price sensitivity is also high. It must be further coordinated with customers. 6吋 polysilicon wafers of 1.1~1.2 US dollars have been stable for about 1 month. Recently, some first-line polysilicon wafer factories in the PV market have begun to inform customers that they will increase their selling prices after the Lunar New Year, expecting more than US$1.2 per station. The water level is about 2~3%, but due to the high price sensitivity of the client, the players who intend to increase the price are still actively in agreement with the customer. The first-line silicon wafer factory pointed out that in December 2011, the price of some products will be adjusted upwards. Among them, the fine-tuning of high-efficiency products with conversion efficiency of over 17% is relatively smooth. Although it is expected to be more effectively upgraded after the Spring Festival, it must still be upgraded. Depending on the PV market conditions, in addition, the price of polysilicon is difficult to kill, and the price trend after the Spring Festival is also an important key to the price of silicon wafers. Guo Yanting, general manager of Xujing, said that there is indeed such information in the PV market. The current price of solar polysilicon has been held. It is estimated that the price will be adjusted upwards at the end of January and early February. The industry will follow up on the price level of reasonable price! However, it is still necessary to wait and see the PV market dynamics, especially the progress of the US anti-dumping and anti-subsidy investigations against mainland PV. The photovoltaic industry pointed out that since the rapid reduction of the PV industry chain in 2011, the silicon wafer end has been the hardest to work hard. Under the pressure of excessive polysilicon source cost and the continued price cut of silicon wafers, the burden of “two-headed burning” is quite heavy. At the wafer end, Lu Mingguang, chairman of Sino-US Silicon Crystal, once pointed out that the price of each piece of polycrystalline silicon is less than $1.50, and that it is profitable to be more than $1.6. The cost of light labor and materials is $1.2 per piece. This price level is the same for the wafer factory. Since May 2011, the solar wafer end began to feel the pressure of demand is not as expected, the oversupply situation has caused the price of silicon wafers to kill all the way. The wafer factory with a price drop of nearly 50% is facing the pressure of selling one piece and one piece. However, all the way to reduce production, stop production, clear inventory and refuse to take high-priced materials, the silicon wafer factory can start to stabilize prices in December, and began to raise prices in 2012, but is this wave of price increases? At present, most of the wafer factories are still not fully grasped and can only negotiate more closely with customers.

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