Compared with the securities market, the reaction of the real economy helps investors to grasp industry expectations. On March 18th, the reporter of "Daily Economic News" learned that photovoltaic stocks were collectively shaken after the nuclear crisis caused by the strong earthquake in Japan, but the price of photovoltaic products represented by components in the European spot market was stable. Compared with last week, this week's offer even dropped slightly.
Analysts pointed out that this is of course related to the fact that the Japanese PV industry exports to Europe is not much, and it also reflects that the industry has not significantly raised its expectations for the industry.
Japan has limited impact on global PV
The reporter learned that compared with semiconductors, consumer electronics and other industries, the impact of the earthquake in Japan on the global photovoltaic industry is relatively small.
In terms of upstream raw materials, Japan mainly has two manufacturers, M. Setek and Deshan. The M.Setek monocrystalline silicon wafer production line has been shut down. Major customers in the US SunPower may be looking for alternative suppliers. Deshan is one of the seven largest polysilicon plants in the world. Its factory is located in Shankou County and has not been directly affected by the earthquake. However, due to the shortage of electricity supply in the Kanto region of Japan, the annual production capacity of 8,200 tons this year may not be fully released. This figure is equivalent to 7% of the total global production of 116,000 tons of polysilicon last year.
Major manufacturers of battery chips include Sharp, Mitsubishi, Sanyo, Kyocera, etc. However, the production bases of these manufacturers are concentrated in the Kansai region such as Osaka, Nara, Kyoto, and Shiga, and the production lines and power supply are unaffected.
Li Shengmao said that most Japanese solar photovoltaic companies have certain stocks of raw materials and products, so the impact of temporary shutdowns and power cuts is relatively limited. From a global perspective, the impact on industry supply and demand is not obvious. In addition, the production capacity of related products exported by Japanese companies to the European market is not large, and most of the export products are positioned at the middle and high end, so it will not have much impact on the European PV market.
He told reporters that so far, the European PV market has performed steadily, and Japanese companies have defaulted on orders.
European spot price is stable and slightly lower
According to data released by the China Nonferrous Metals Association Silicon Industry Branch, the price of the international photovoltaic market on March 18 was 1.15~1.30 US dollars per watt, which was basically the same as the price of 1.20~1.30 USD/W on March 7. .
In terms of varieties, the price limit of 156 polycrystalline silicon battery is lowered from 4.6 US dollars/piece on March 7 to 4.4 US dollars/piece, and the upper limit of price is maintained at 5.15 US dollars/piece; other mainstream specifications of polycrystalline silicon cells and monocrystalline silicon cells A similar situation has occurred.
At the upper end of the industry chain, whether it is polysilicon wafer or monocrystalline silicon wafer, the price on March 18 is the same as that on March 7, and there has been no change. Media_span_url(\'http://\')
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