Solar-grade polysilicon prices in March are likely to exceed $100

The lack of solar energy sources continued. The spot price of solar wafers in March 6 was 3.8 US dollars per piece, up 5.5% compared with 3.6 US dollars in February. The price of polycrystalline silicon was all from 70 US dollars per kilogram in February to 70~80. The US dollar, but the shortage of materials in the mainland market has intensified, and the per crystal kilogram of polycrystalline germanium has reached 90-100 US dollars. It has already begun to predict that the water price in April will follow the mainland market, and the high water price will approach 100 US dollars per kilogram. The lack of solar energy sources remains the same. Solar polycrystalline silicon is the bottleneck of the entire industrial chain. Even if the two sides of the wafer fab actively expand production capacity, it will not be able to catch up with the expansion speed of the downstream solar cell terminals. The demand for rounds has intensified, and the price of tantalum wafers has continued to rise. The mainstream 6-inch wafer wafer market in March has a price of US$3.8 per tablet, up 5.5% from the US$3.6 per piece in February. The solar industry said that due to the expansion of solar cell expansion in the mainland market, the demand for antimony is also more urgent. The quotation of 6 å‹ polysilicon wafers in the mainland channel market is 3.8~4 dollars, and the high-end quotation is close to the peak water level in 2010. The mainland solar enamel fab further noticed that the chances of çŸ½ wafer quotation increase are not low, because the demand for supply is in short supply, and the order exceeds the capacity by about 20%. Therefore, the çŸ½ fab has been worried about the failure to perform. At the beginning of 2011, I did not dare to sign the supply contract for the year. In terms of polycrystalline germanium, due to lack of material in the spot market and the mainland's â€œpolycrystalline industry access conditionsâ€, the new multi-crystal license was not approved in principle before the new law was released. The case was officially implemented on the 1st, but as early as the second half of 2010. It is difficult to obtain a new factory license from the mainland central government. However, due to the limited circulation of polystyrene in the spot market and the ban on new plants in the mainland, the expected psychological impact is intensified. Although the quotation of polycrystalline sputum sources has dropped below 70 US dollars per kilogram in the evaluation of various analytical institutions, it is actually achievable. The amount of commitment is very limited. According to the average water level of the Taiwanese industry in the spot market, it is about 70~80 US dollars per kilogram, but the amount that can be obtained is very limited, but the mainland market is at the Shanghai Sun Optoelectronics Exhibition (SNEC), the spot market is per kilogram. Shouting 90 to 100 US dollars, in the lack of material atmosphere, there have been some polycrystalline çŸ½ å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•† å•†çŸ½ Fab Green Energy also announced February that its revenue for February was NT$21.13 billion, which was the 12th month high, the monthly rate was 2.22%, the annual growth rate was 103.57%, and the accumulated January-February revenue was 4.182 billion. Yuan, the annual growth rate of 99.31%, Green Energy said that since the order is 1.5 times of its own production capacity, in addition to the full-time operation, it also actively expands the available capacity by means of outsourcing, stabilizing in response to the increasing demand of global customers, Green Energy owns Brands and OEMs each accounted for 50% of shipments. In 2010, it has announced that all of its own brands are in full control. Danone also announced that its business in February was a record high of 515 million yuan, with a monthly growth rate of 9.81% and an annual growth rate of 154.85%. The accumulated revenue for January to February was 984 million yuan and the annual growth rate was 163.02%. Danone pointed out that in the second plant capacity will continue to increase, the revenue will continue to rise month by month.

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