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隆基股份到国外买硅料 光伏最上游扩产潮来了
返回列表 来源: PV-Tech 发布日期: 2021.03.24 浏览次数:

       隆基股份要去国外买硅料,节前的国内硅料市场依然供不应求。2月8日晚,隆基股份抛出两份大单,其中一份是涉及63.6亿元的多晶硅料采购,卖方则是海外多晶硅料巨头之一OCI的子公司。实际上,自去年8月以来,硅片企业就频频采购长单锁定硅料长期供应。同日,国内硅料巨头之一的新特能源也抛出80亿元多晶硅料扩产计划,硅料扩产潮同样愈演愈烈。多晶硅料阶段性供不应求.8日晚,光伏硅片巨头隆基股份披露了两份重大采购公告,分别是采购光伏玻璃和多晶硅料。隆基股份13家子公司拟向福莱特及其4家全资子公司采购光伏玻璃,约定2022年~2023年,前者按照46GW组件用量向后者采购。根据卓创周评2021年2月4日公布的3.2mm光伏玻璃均价42元/平方米(含税)、2.0mm光伏玻璃均价34元/平方米(含税)测算,预估本合同总金额约104亿元。
      而另一份预估合同金额为63.6亿元,隆基股份及其9家子公司与OCIM Sdn.Bhd.(以下简称“卖方”)签订了三年期多晶硅料采购合同。根据协议,买方2021年3月至2024年2月期间向卖方采购多晶硅料约7.77万吨。按照中国有色金属工业协会硅业分会2月3日公布的单晶致密料成交均价为9.25万元/吨。隆基股份这则公告对行业意义无疑更为重磅,这意味着国内光伏巨头的上游原料采购从国内到了国外,再次反映了国内硅料产能的稀缺程度。而在1月底,多晶硅料再次涨价。复投料、单晶致密料、单晶菜花料成交价涨幅均在2%左右。中国有色金属工业协会硅业分会表示,截至目前大多硅料企业订单均已签至2月底,部分订单甚至将执行到3月中旬,且硅片企业并未有任何库存积压。由此可见,本轮需求大增、价格上涨的主要刺激因素,并非节前囤货的预需求,而是下游需求支撑的硅片产能扩张实际释放量所刺激的多晶硅料实际需求增量。目前多晶硅阶段性供不应求,且硅料和硅片环节均处于零库存甚至负库存状态,因此支撑多晶硅价格稳步上涨。协会预计,2月份在需求和供应环比基本持平或同步微增的情况下,阶段性供不应求状况持续,多晶硅价格将高位持稳。
硅料巨头抛出80亿扩产计划。
       实际上,每日经济新闻在2020年9月就已经推出系列报道,点出行业长单锁定硅料的现象。下游光伏装机量需求增长的背景下,产能扩张的中游企业豪掷百亿元锁定未来5年的硅料供应。早在去年8月,隆基股份与亚洲硅业签订预估94.98亿元多晶硅料采购大单,约定2020年9月1日至2025年8月31日合计采购多晶硅料12.48万吨。去年9月,上机数控公告称,公司拟在2020~2021年向保利协鑫采购原材料多晶硅料1.67万吨,预计采购金额约为15.70亿元。如今四个月过去,硅片企业长单锁定硅料的现象愈演愈烈。今年2月,隆基股份与江苏中能硅业科技发展有限公司签订多晶硅料采购协议。根据协议,双方2021年3月至2023年12月期间多晶硅料合作量不少于9.14万吨,预估合同金额达73.28亿元。另一光伏巨头中环股份与保利协鑫签订《多晶硅购销合作长单框架协议》,将在2022年1月至2026年12月期间向保利协鑫采购包括颗粒硅在内的多晶硅料合计共35万吨。值得重视的一点,上述锁单的硅料并未锁定价格,而是随行就市。截至2020年底,据SOLARZOOM新能源智库统计,市场上超过半数产能已经被锁定。《每日经济新闻》记者注意到,随着上游市场的紧缺,硅料企业也已启动了扩产计划。2月8日,特变电工公告称,子公司新特能源拟投资80亿元,用于年产10万吨高纯多晶硅项目。特变电工预计,具备开工条件后一个月内正式开工建设,预计开工后18~24个月内建成投产。这也就意味,若一切顺利,特变电工的新增产能最快将于一年多后达产。实际上,光伏产业扩产潮符合业内的预期判断。上周,中国光伏行业协会副理事长、秘书长王勃华表示,2020年国内光伏新增装机规模同比增幅达到60%,预计今年全球光伏市场规模将加速扩大,总计新增装机达到150到170吉瓦,海外规模会创新高。他预计今年国内新增装机在55到65吉瓦,整个“十四五”期间,年均新增装机规模可达70到90吉瓦。

Longji shares to buy silicon abroad, the domestic silicon market before the festival is still in short supply.On the evening of Feb. 8, Longji Group sold two large orders, one of which involved a 6.36 billion yuan purchase of polysilicon materials from a subsidiary of OCI, one of the overseas polysilicon giants. In fact, since last August, wafer companies have been frequently buying long orders to lock in a long-term supply of silicon.On the same day, one of the giants of domestic silicon new special energy also throws out 8 billion yuan polycrystalline silicon material expansion plan, silicon material expansion tide also intensified. Photovoltaic silicon wafer giant Longi Co., Ltd. announced two major purchases of photovoltaic glass and polysilicon on Tuesday night.Longji's 13 subsidiaries plan to purchase PV glass from Flett and its 4 wholly-owned subsidiaries. It is agreed that from 2022 to 2023, the former will purchase PV glass from the latter according to the amount of 46GW modules. According to the calculation of the average price of 3.2mm photovoltaic glass 42 yuan/square meter (including tax) and the average price of 2.0mm photovoltaic glass 34 yuan/square meter (including tax) published by Zhuochuang Weekly Review on February 4, 2021, the total amount of this contract is estimated to be about 10.4 billion yuan.

In the other contract with an estimated value of RMB 6.36 billion, Longji and its nine subsidiaries signed a three-year polysilicon material purchase contract with OCIM Sdn.Bhd.(hereinafter referred to as the "Seller"). According to the agreement, the buyer will purchase approximately 77,700 tons of polysilicon material from the seller between March 2021 and February 2024.According to the China Nonferrous Metals Industry Association Silicon Branch on February 3 announced the average price of single crystal compact material transaction is 92,500 yuan/ton. Longi's announcement is of more significance to the industry, which means that the upstream raw materials of domestic photovoltaic giants are purchased from China to foreign countries, again reflecting the scarcity of domestic silicon production capacity. And at the end of January, polysilicon material prices again.Re-feeding, single crystal dense material, single crystal cauliflower material transaction price increase are about 2%. The silicon branch of China Non-ferrous Metals Industry Association said most silicon materials companies had signed orders until the end of February so far, and some would even execute orders until mid-March, and wafer companies did not have any overstock.It can be seen that the main stimulus factor of this round of demand surge and price rise is not the pre-holiday stock demand, but the actual demand increment of polysilicon material stimulated by the actual release of silicon wafer capacity expansion supported by the downstream demand. At present, the periodic supply of polysilicon is short of demand, and the silicon material and silicon wafer are in the state of zero or even negative inventory, so support the steady rise in the price of polysilicon. Association expects that in February, demand and supply are basically flat or slightly synchronous increase in the case of stage supply conditions continue, the price of polysilicon will be high and stable.

The silicon giant has unveiled a $8 billion expansion plan.

In fact, the National Business Daily has already launched a series of reports in September 2020, pointing out the phenomenon of long order locking silicon material in the industry. Under the background of the growing demand for downstream PV installations, midstream enterprises with expanding production capacity are spending tens of billions of yuan to lock in silicon supply in the next five years. As early as last August, Longji Group signed a large purchase order with Asian silicon industry estimated at 9.498 billion yuan for polycrystalline silicon materials, agreeing to purchase 124,800 tons of polycrystalline silicon materials on September 1, 2020 BBB 0 on August 31, 2025. In September last year, Shanghai CNC announced that the company plans to purchase 16,700 tons of raw material polysilicon from GCL-Poly in 2020~2021, with an estimated purchase amount of about 1.57 billion yuan. Now four months past, silicon wafer enterprises long single lock silicon material phenomenon is becoming more and more intense.In February this year, Longji shares and Jiangsu Zhongneng Silicon Industry Science and Technology Development Co., Ltd. signed a polysilicon material procurement agreement. According to the agreement, the amount of polysilicon material cooperation between the two parties from March 2021 to December 2023 is no less than 91,400 tons, with an estimated contract value of 7.328 billion yuan. Another photovoltaic giant, CMC Magnetics, and GCL-Poly signed the Framework Agreement for Polycrystalline Silicon Purchase and Sales Cooperation, which will purchase 350,000 tons of polycrystalline silicon materials, including granular silicon, from GCL-Poly from January 2022 to December 2026. Worth taking seriously a bit, the silicon material of the above - mentioned lock sheet did not lock the price, but go with the market. By the end of 2020, more than half of the market's capacity has been locked up, according to SolarZoom, a new energy think tank. "Daily Economic News" reporter noted, along with the shortage of the upstream market, silicon material enterprises have also started the expansion plan. On February 8, TBEA announced that its subsidiary Xinte Energy plans to invest 8 billion yuan in a high-purity polysilicon project with an annual output of 100,000 tons. TBEA expects to officially start construction within one month after the conditions are met, and it is expected to be completed and put into production within 18~24 months after the construction starts. This means that, if all goes well, TBEA's new capacity will reach production in at least a year.In fact, the photovoltaic industry expansion tide in line with the industry's expected judgment. Last week, Wang Bohua, vice chairman and secretary general of the China Photovoltaic Industry Association, said that China's new photovoltaic installed capacity will grow by 60% year on year in 2020. The global photovoltaic market is expected to accelerate this year, with a total of 150-170 GW of new installed capacity, and the overseas scale will reach a new high.He expects China to add 55 to 65 gigawatts of new installed power this year and 70 to 90 gigawatts annually during the 14th Five-Year Plan period.


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