On July 12th, Lu Jinbiao, deputy general manager of Jiangsu Zhongneng Silicon Technology Development Co., Ltd., said that most of the regions currently use polycrystalline silicon for solar power generation. He expects the group's sales of polysilicon wafers to account for the total sales this year. Less than 750 million US dollars (about 5.8 billion Hong Kong dollars).
According to Hong Kong media reports, green energy has been promoted for many years. Currently, it is the most widely used method for absorbing sunlight after it is absorbed into the market. The conversion rate is also higher than that of thin-film batteries, which is 17% to 18%.
Lv Jinbiao, deputy general manager of Jiangsu Zhongneng Silicon Technology Development Co., Ltd., which produces polysilicon-based Polyplastics (3800), pointed out that most of the regions currently use polycrystalline silicon for solar power generation. He expects the group's sales of polycrystalline wafers to account for the overall sales this year. The amount is not less than 750 million US dollars (about 5.8 billion Hong Kong dollars).
Lu Jinbiao explained that the application of silicon wafers in the market accounted for 70% to 80%, especially the conversion rate that can be converted into energy after the absorption of sunlight is one of the important considerations for selecting the power generation form. The conversion rate of the thin film battery is In the first year, it was 8%, and it has dropped to 5% in the following year, and the service life is short.
Although the development of thin-film batteries in recent years has been faster than that of two years ago, the development speed is not as good as that of silicon wafers. Therefore, the application of thin-film batteries accounts for only 10% of the market, and the remaining 6% to 7% are non-silicon wafers. The Group's polysilicon production capacity in the first quarter of this year was 18,000 tons, and the sales volume during the period was 25.84 million tons.
Geng Limei, executive vice president of Jiangsu GCL Silicon Materials Development, said that the cost of polysilicon production in the first quarter of this year was about US$35 per kilogram (the same below), compared with 36.4 yuan in the fourth quarter of last year.
Mainland electricity prices continue to rise
Since the production cost of polysilicon has declined in the first quarter of this year, he is expected to gradually reduce it to 30 yuan per kilogram. In recent years, the price of electricity in the Mainland has continued to rise. When asked whether the increase in electricity prices will put pressure on its production costs, Xue Kangmei explained that electricity costs account for less than 30% of the total cost, but the electricity consumption during production will be higher, but the electricity bill is not The main cost. He pointed out that the main auxiliary materials required for the production of silicon wafers, such as mortar and steel wire, account for more than 60% of the processing cost of silicon wafers. Therefore, the Group is actively introducing large-scale operation of auxiliary materials, and has begun to build its own mortar production facilities to reduce production. cost.
According to Hong Kong media reports, green energy has been promoted for many years. Currently, it is the most widely used method for absorbing sunlight after it is absorbed into the market. The conversion rate is also higher than that of thin-film batteries, which is 17% to 18%.
Lv Jinbiao, deputy general manager of Jiangsu Zhongneng Silicon Technology Development Co., Ltd., which produces polysilicon-based Polyplastics (3800), pointed out that most of the regions currently use polycrystalline silicon for solar power generation. He expects the group's sales of polycrystalline wafers to account for the overall sales this year. The amount is not less than 750 million US dollars (about 5.8 billion Hong Kong dollars).
Lu Jinbiao explained that the application of silicon wafers in the market accounted for 70% to 80%, especially the conversion rate that can be converted into energy after the absorption of sunlight is one of the important considerations for selecting the power generation form. The conversion rate of the thin film battery is In the first year, it was 8%, and it has dropped to 5% in the following year, and the service life is short.
Although the development of thin-film batteries in recent years has been faster than that of two years ago, the development speed is not as good as that of silicon wafers. Therefore, the application of thin-film batteries accounts for only 10% of the market, and the remaining 6% to 7% are non-silicon wafers. The Group's polysilicon production capacity in the first quarter of this year was 18,000 tons, and the sales volume during the period was 25.84 million tons.
Geng Limei, executive vice president of Jiangsu GCL Silicon Materials Development, said that the cost of polysilicon production in the first quarter of this year was about US$35 per kilogram (the same below), compared with 36.4 yuan in the fourth quarter of last year.
Mainland electricity prices continue to rise
Since the production cost of polysilicon has declined in the first quarter of this year, he is expected to gradually reduce it to 30 yuan per kilogram. In recent years, the price of electricity in the Mainland has continued to rise. When asked whether the increase in electricity prices will put pressure on its production costs, Xue Kangmei explained that electricity costs account for less than 30% of the total cost, but the electricity consumption during production will be higher, but the electricity bill is not The main cost. He pointed out that the main auxiliary materials required for the production of silicon wafers, such as mortar and steel wire, account for more than 60% of the processing cost of silicon wafers. Therefore, the Group is actively introducing large-scale operation of auxiliary materials, and has begun to build its own mortar production facilities to reduce production. cost.
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