Core Viewpoint - The photovoltaic industry is experiencing a strong signal for rectifying low-price disorderly competition, with silicon material prices beginning to rise [1][2] Group 1: Price Trends - The recent data from the China Nonferrous Metals Industry Association's Silicon Industry Branch indicates that the price of multi-crystalline silicon has continued to rise, with the N-type multi-crystalline silicon price range at 34,000-38,000 yuan/ton and an average price of 37,100 yuan/ton, reflecting a week-on-week increase of 6.92% [1] - The N-type granular silicon price range is reported at 34,000-37,000 yuan/ton, with an average price of 35,600 yuan/ton, also showing a week-on-week increase of 6.27% [1] - Although silicon wafer prices remained stable, several silicon wafer manufacturers raised their prices by 8% to 11.7% on July 9, with N-type G10L single crystal silicon wafer price increasing to 1 yuan/piece (up 11.1%), N-type G12R to 1.15 yuan/piece (up 11.7%), and N-type G12 to 1.35 yuan/piece (up 8.0%) [2] Group 2: Industry Dynamics - The silicon industry association noted that the price increase is primarily due to multi-crystalline silicon companies operating at a loss for over a year, leading to prices being significantly below comprehensive costs [2] - Despite the price increases in silicon materials, the downstream market has not stabilized, causing silicon wafer companies to remain cautious in the short term [2] - Industry experts suggest that the multi-crystalline silicon segment could lead the way out of the current "involution" situation, with potential price rebounds benefiting the entire supply chain [3] Group 3: Company Performance - Some photovoltaic companies have begun to turn losses into profits in the second quarter of this year, indicating positive signals in the industry [4] - Recent announcements from A-share companies show that Foster expects a net profit of 473 million yuan for the first half of the year, a decrease of 49.05% year-on-year, while TCL Zhonghuan anticipates a loss of 4 to 4.5 billion yuan [5] - Aiko Solar is expected to narrow its losses, projecting a net profit of 20 million to 130 million yuan for the second quarter, marking its first potential quarterly profit since Q4 2023 [5] Group 4: Market Sentiment - The industry is focusing on building a healthy business ecosystem, with companies expressing reluctance to accept orders that do not yield profits [6] - The ongoing discussions about "anti-involution" reflect a broader concern about establishing sustainable business practices within the N-type BC industry [6]
光伏整治无序竞争,多晶硅价格已转涨