Hot market conditions, polysilicon trading range up to 65-70 US dollars
According to China News, due to strong market demand, polysilicon quotes held steady at $55-60 have been stupid, and some spot prices have reached US$65-70/kg, due to positive expansion of downstream manufacturers (Taiwan's first-line capacity in 2010 With an expansion rate of more than 60% and an average of over 40% in China, the market has once again signed an agreement with a high-quality polysilicon plant to consolidate high-quality material sources. All of these are favorable for polysilicon price quotations, due to the large capital expenditure of polysilicon and the expansion of plant time up to 2 years. In the year, due to the imbalance between supply and demand, since 2010, there has been no new investment plan for the polysilicon industry chain, and the global supply and demand gap for polysilicon has narrowed significantly, and the industry situation has shown a bottoming-out rebound.
Worse appreciation of the yen, Sharp releases Taiwan PV manufacturers
As the yen’s exchange rate continued to soar, Japan’s industry expanded its rate of release of stocks under consideration of cost. Sharp recently planned to expand the number of outsourcing subcontractors, while European and American manufacturers competed with Taiwanese and Chinese manufacturers to gradually shift production capacity. Outside Asia, Sunpower (SPWRB US) has also become a new industry trend through the release of special foundries.
Since 2010 , in order to undertake large orders, Taiwanese companies have been greatly expanding their production. In addition, to ensure smooth shipments, some Taiwanese manufacturers such as Lumineng (3519.TW) have recently signed long-term supply contracts with upstream raw material plants. The market conditions are hot. It is obvious that the research department believes that the global market share of Taiwan and Chinese PV manufacturers will continue to rise in 2010-2011, and the stock price trend will be stronger than that of European and American manufacturers.
Polysilicon quotes move up, polysilicon plant staged backward compensatory growth market
This wave of PV market driven by the demand side, the industry chain benefits from the bottom-up, polysilicon plant overcapacity, the current wave of market lag, but under the substantial expansion of battery and wafer manufacturers, the new investment in a stagnant state Polysilicon plant once again received the attention of investors, the market also reported that some downstream manufacturers and polysilicon plant signed a contract to ensure that the source of good news, the research department is still cautious attitude on the price of polysilicon, mainly due to excessive PV module prices will Injuries to the photovoltaic market demand, and China's polysilicon potential inefficient production capacity is still numerous.
Investment Advice
As the photovoltaic market continues to boom in the second half of the year, the research department believes that there will be a wave of resilience in the polysilicon plant. According to the information disclosed by the current A-share listed companies, CSG (000012.SZ) and GCL-Poly (03800.HK) costs More attractive, Leshan Power (600644.SS) to invest in music Tianwei has been officially mass production in April 2010, but the company's share capital is small, polysilicon price fluctuations affect the company's profits greater than other peers, can focus on.
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