Polysilicon prices are rising, downstream stocks are abundant, or benefiting
Polysilicon prices have continued to rise in the near term, rising from a minimum of about $15/kg to about $19 today, a 26% increase.
The analysis pointed out that the increase in polysilicon prices this time was mainly due to China's double-reverse investigation of imported polysilicon, which is expected to impose a higher import tax rate.
Researchers at the China Securities Research Center believe that the Chinese government's investigation into the import of polysilicon and the negotiations with the EU are still going on. The final result will still take some time. During this time, the price of polysilicon will remain stable and rising. Judging from the cost of China's domestic polysilicon advanced production enterprises, the current price of polysilicon spot market is still low. If these enterprises are to maintain appropriate profit levels, polysilicon prices should rise further.
The analyst said that the current rise in polysilicon prices and possible further increases in the future, the formation of favorable domestic polysilicon producers with cost advantages, some companies may turn losses or even achieve profitability. You can pay attention to the polysilicon company TBEA, CSG A, and Dunan environment with cost advantages in A-share listed companies.
It should be noted that for downstream enterprises that use polysilicon as raw materials, the price increase increases the production cost, and the downstream demand is not prosperous. The cost may be difficult to completely transfer to the downstream, which has a negative impact on the company's profits. However, some companies have purchased more polysilicon at lower prices. As the price rises, this part of the polysilicon inventory is significantly increased, which brings potential profits to the company.
The above analysts believe that this aspect can focus on the production of Longji shares of monocrystalline silicon wafers. The company purchased a considerable amount of polysilicon at around $15/kg, and the current value added is obvious. If the price of polysilicon rises further, its impact on the company's performance is worthy of attention.
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