Please remember the essence: every gram of silicon material produced now will eventually become a component, and there is no excess silicon material.
As long as the above situation exists, there will be no fundamental support for the sharp drop in the price of silicon materials.
Moreover, currently all polysilicon companies do not have any inventory!
If there is really a surplus, at least there must be a process of accumulating warehouses. Have you seen any silicon materials accumulating warehouses?
There is nothing, and there are people who are loudly acting like demons, shouting that ghosts are coming. It shows that the darkness in his heart has been used to the extreme.
The truth of the current market is that there is a serious surplus of silicon wafers and the shortage of batteries, which makes it impossible for silicon wafers to pass through the battery smoothly, causing some obstructions.
Then, an old silicon wafer company took advantage of this blocked moment, took the opportunity to play a demon, and shouted that the silicon material had plummeted!
It’s like a power outage, and someone shouted: The ghost is coming! Its purpose is to fish in troubled waters.
As I said in yesterday’s post, if there are old silicon chips that dare to act as demons, there will be no good fruit to eat. Web links
However, to be honest, I am really looking forward to the decline of silicon materials.
Firstly, the gross profit of 80% or 90% is indeed exaggerated enough, and this is still a business worth hundreds of billions. It’s too hard to earn.
Second, big money dares to enter the market only when the boots hit the ground and the profits are exhausted.
$LONGi Green Energy(SH601012)$
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