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On January 8, China and the world's largest polysilicon producer, Hong Kong-listed company - GCL-Poly achieved a one-day increase of 6%, the stock price closed at 2.65 Hong Kong dollars. Based on this calculation, as of the close of the day, GCL-Poly's market value has reached 5.265 billion US dollars, which further widened its gap with the world's second largest market capitalization of photovoltaics - the United States' first solar energy (the first US solar market value of 4.52 billion USD).
According to rough statistics, in the more than half a month since mid-December last year, GCL-Poly's share price has risen by 25%. This country and even the world's largest polysilicon producer is leading the PV industry, especially The recovery of China's photovoltaic industry.
Polysilicon price up cost down
It is worth noting that another driving force to boost the share price of GCL-Poly comes from research reports issued by various institutions.
Among them, Guoxin Hong Kong said that after a moderate consolidation from October to November 2013, the price of crystalline silicon and silicon wafers increased by 7% and 4.5% respectively in December last year, to $19 per kilogram and $0.92 per piece. Compared with the 2013 low, it increased by 23.2% and 14.1% respectively.
Not only that, Guoxin Hong Kong believes that it now accounts for almost 25% of the global polysilicon market, and GCL-Poly, which has a 30% share of the global wafer market, will be the biggest beneficiary of the industry recovery. The reason is that the price of polysilicon and wafers will continue to rise due to the recovery of demand. It is expected that the price of polysilicon and wafer will increase from US$17 per kg in the first half of 2013 and US$0.2 per watt to US$21.2 per kilogram in 2014, respectively. 0.25 US dollars per watt.
At the same time, GCL-Poly's construction of the 350MW power plant in Xuzhou and its technical reform of the silane fluidized bed method are proceeding smoothly. It is expected to be put into operation at the end of the first quarter of 2014 and before the end of the year. The move is expected to reduce the production cost of GCL-Polysilicon by 30% from approximately US$17.3 per kg in the first half of 2013 to approximately US$12 per kg in 2014.
Based on the above-mentioned judgment of polysilicon "price up, cost down", Guoxin Hong Kong gives a forecast: GCL-Poly gross margin will increase from 6.6% in the first half of 2013 to 30.2% in 2014.
Industry adjustment strong Hengqiang
More crucially, the Ministry of Industry and Information Technology has just announced that “the list of enterprises that meet the “Regulations on the Standardization of Photovoltaic Manufacturing Industry†(the first batch)†shows that only 109 companies have been selected in the country.
In the industry's view, whether it can be included in the list is related to the life and death of PV companies. An industry source told reporters that “the finalists are eligible for many policy support such as obtaining loans and export tax rebates. Those enterprises that fail to meet the standard face the steep increase in costs, which is equivalent to the danger of being eliminated.â€
“In short, the management is trying to regulate the orderly development of the industry (eliminating outdated production capacity) and promote the PV industry to enter deep structural adjustments, making 'stronger Hengqiang'. To know, at present, this is with 'expanding PV Application, the absorption of photovoltaic capacity is a top priority. In the eyes of the above-mentioned industry, "In the near future, leading enterprises such as Poly GCL and other PV industry chains are taking the lead in recovery, which is precisely the signal of health adjustment of the photovoltaic industry."
Polysilicon prices go up to $19 per kilogram
Abstract Some analysts believe that in the near future, the leading enterprises in the PV industry chain such as GCL-Poly are taking the lead in recovery, which is precisely the signal for the healthy adjustment of the PV industry. On January 8th, China and even the world's largest polysilicon producer, Hong Kong-listed company - Poly Linkage achieved a 6% increase in a single day,...
Some analysts believe that in the near future, the leading enterprises in the PV industry chain such as GCL-Poly are taking the lead in recovery, which is precisely the signal for the healthy adjustment of the PV industry.