Abstract The photovoltaic industry, which has almost fallen into the bottom, has ushered in a "fire in the winter." Yesterday, after the year, the price of polysilicon skyrocketed, and the national grid intends to be integrated into photovoltaic and other distributed power sources and other positive incentives, photovoltaic concept stocks rose 4.65% led the rise...
The photovoltaic industry, which has almost fallen to the bottom, has ushered in a "fire in the winter." Yesterday, after the year, the price of polysilicon skyrocketed, and the State Grid intends to be integrated into photovoltaic and other distributed power sources and other positive incentives, photovoltaic concept stocks rose 4.65% led the two cities, multi-share daily limit, 14 related stocks rose more than 5%. Market participants pointed out that the follow-up of the domestic market and the recovery of product prices will make the fundamentals of the entire industry turn better. Multiple benefits to stimulate PV stocks
After the Spring Festival holiday, the price of polysilicon skyrocketed. According to the data of the business community, from February 16 to February 22, the average price of polysilicon ex-factory rose from 130,000 yuan/ton to 137,000 yuan/ton in 7 days, and the weekly increase rate reached 5.38%, and the year-to-date increase exceeded 15%. . The prices of other PV modules are also generally raised, the industry is showing signs of recovery, and some leading enterprises are experiencing full production. In the winter of the photovoltaic industry, in the context of the sharp increase in polysilicon prices, many organizations began to believe that the photovoltaic industry has a rebound base.
In addition, policy support is also advancing. Following the launch of the distributed photovoltaic power generation support policy last year, on February 27, the State Grid reissued the “Opinions on Doing a Good Job of Distributed Power Grid-Connected Services†to further expand the demonstration to natural gas and health. New forms of energy such as material energy and wind energy. In the future, ordinary users will not only be able to supply electricity to their homes with new energy power generation devices such as solar energy and natural gas, but also sell unused electricity to the power grid. The policy will be officially implemented on March 1. Another big advantage is from the Ministry of Commerce's investigation of polysilicon "double-reverse" in the United States, Europe, South Korea and other countries. The investigation results were delayed.
Polysilicon demand is still good
Han Ling, an analyst at GF Securities, believes that the State Grid issued the “Opinions on Doing a Good Job of Distributed Power Grid-Connected Servicesâ€, which enabled the implementation of the grid-connected problem. Subsequently, the regulations on subsidies for distributed photovoltaic power generation will be introduced, “the launch of the domestic market and The recovery of product prices will make the fundamentals of the entire industry turn better."
Guoxin Securities analyst Zhang Wei also said that due to the recent demand for polysilicon is still good, prices continue to rise, the polysilicon double anticipation of the expected failure has a certain impact on sentiment, but for the long-term view of silicon materials companies is not necessarily a bad thing, Therefore, maintain a “cautious recommendation†investment rating.
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