According to a person close to LONGi, LONGi has once again increased the price of silicon wafer products, mainly because the upstream silicon materials continue to rise and the supply of monocrystalline silicon wafer industry chain is limited. It is expected that the downstream price increase for silicon wafers may be acceptable.
Silicon materials and wafers continue to rise in price. Can the downstream market be able to absorb this cost? In this regard, a person in the photovoltaic industry told the Cailian News that the current module procurement is bidding. If the price of the module is too high, the purchase volume of the power station will come down. If the prices of silicon materials and wafers continue to rise, component prices will have to increase, but downstream power stations cannot transmit the cost of rising group prices, so the purchase of power stations will decrease. Even if the power station has a demand for installed capacity, if there is no special policy reason, the installation time is one year, and it can be purchased and assembled slowly. However, once the components and silicon wafers are completed, due to the natural reduction in energy consumption, small profits or even losses must be sold. It will force the industrial chain to reduce production, and the market will shrink.