Polysilicon prices rise in solar panels

The concept of new energy is still the darling of the market, and the effect of lithium batteries is once again fermented. Yesterday, stimulated by the continued rise in prices of polysilicon, the solar panel took the lead to gain a strong market, with 7 of the stocks having a strong daily limit. Chuantou Energy's major shareholder listed on the finalization of the timetable, the opening limit, reported 16.70 yuan. At the same time, as of the close, Jinggong Technology , Crystal Optoelectronics , Aerospace Machinery & Electronics , Youzhan Silicon Stocks , Jiangsu Sunshine , and Leshan Power also have daily limit.

Regarding the strong performance of the solar panel yesterday, industry insiders stated that under the backdrop of hot new energy, the Sichuan Investment Group, which is led by the energy and power industry, has accelerated the pace of overall listing. Sichuan Investment Energy released an announcement yesterday. The company received a letter from the major shareholder Sichuan Investment Group “About Further Solving Issues Related to the Competition of Sichuan Capital Investment Co., Ltd.” in a recent day, and determined that Sichuan Capital Investment should be used as the power generation business and new energy business of Sichuan Investment Group. The integration platform will be integrated through asset mergers and acquisitions, restructuring, etc., and gradually eliminate the same industry competition with Chuantou Energy. Stimulated by the above favorable news, Chuantou Energy detonated the solar energy sector.

At the same time, according to Yu Guozhang, chief analyst of Guosen Securities , besides Chuantou Energy is favored by the concept of reorganization of resource integration. The recent increase in the price of polysilicon and Yu Wei, the concept of lithium battery, is the main reason for the daily limit of solar energy stocks. “Leshan Electric, Seiko Technology, and Jiangsu Sunshine are all related to polysilicon production. The recent increase in the price of polysilicon on the market has stimulated the performance of these companies and is therefore sought after by investors.” Yu Guozhang told reporters.

However, Yu Guozhang believes that since the solar energy sector is one of the new energy concept sectors, it is greatly affected by the policy. “At present, the technologies, products, and markets of domestic industries are all in foreign countries. The domestic market has not yet been fully formed. It is only influenced by the government’s supportive and favorable policies. However, the development and application of the industry have not reached a certain scale. The production capacity of polysilicon is still in excess. "Yu Guozhang believes that yesterday's speculation on the solar energy sector was stimulated by short-term positive news, and the impact of the new energy sector's hot transfer, but according to the short-term smart grid speculation, "the solar energy sector may have a smaller chance of appearing in the market. The persistence remains to be seen." In the long run, solar energy, wind power, nuclear energy and other new energy sectors are among the seven strategic emerging industries . In the subsequent policy, support policies should continue to be introduced. In this context, the performance of the corresponding leading companies will increase under the stimulus of policies.

Express reporter Chen Cheng

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Polysilicon excess capacity is a misjudgment

It is less than a week before the important $70 mark on the station. The spot price of polysilicon further exceeded $90 last week. Many observers expect that the price of silicon exceeding $100 during the year will be almost unstoppable. The reason for this is that the judgment on “polysilicon excess capacity” is now somewhat misguided.” Cui Rongqiang, executive director of the China Renewable Energy Society and deputy director of the Photovoltaic Professional Committee, said that this year's domestic polysilicon production was insufficient, resulting in current On the basis of production capacity, there is still a demand gap of about 50%, which has become a major incentive for the increase in the price of silicon materials in the current round.

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