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How is the polysilicon price curve falling?

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Release time:2022-01-13

[Summary Description] The proportion of solar energy in the global energy structure continues to increase, and it has enormous development potential.

What is the trend of polysilicon price decline?

In 2022, looking at the upstream and downstream production capacity of the photovoltaic industry chain, it must be admitted that polysilicon remains the key link and bottleneck determining the operation of the photovoltaic industry throughout the year.

Currently, the common expectation is that starting in mid-2022, the newly added polysilicon production capacity will begin to be released at an accelerated rate, and then the supply and demand pattern is expected to be completely reversed, and the polysilicon price is expected to irreversibly Enter a downward channel, thereby driving down component prices and stimulating end-terminal installation demand. If the polysilicon Price drops below 200 yuan/kg, and the component Price drops below 1.7 yuan/W, end-terminal demand is expected to begin to be significantly released.

However, the polysilicon Price is not only determined by polysilicon supply and end-terminal installation demand, but also by the influence of direct downstream wafer demand.

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