The price of silicon material has fallen; the share price of photovoltaic companies has generally risen; the progress of the company's listing

In the last month of 2021, the price of silicon material is still high, and the terminal demand is sluggish. Even though the newly installed photovoltaic capacity in my country in the first three quarters increased by 34% year-on-year, it is difficult for the newly installed capacity in the whole year to surpass that of 2020. However, this week, the changes in the photovoltaic industry have brought us surprises.

Silicon prices drop

Since the beginning of the year, the price of silicon material, which has been making the photovoltaic industry "worried", has finally dropped again this week. According to the data of the Silicon Industry Branch, the domestic single crystal re-feeding price range this week is 256,000-269,000 yuan / ton, and the average transaction price is 262,000 yuan / ton, down 3.75% week-on-week; the price range of single crystal dense material is 25.3-26.7 yuan RMB 10,000/ton, and the average transaction price was RMB 260,000/ton, down 3.6% week-on-week.

Although it is still an "astronomical price" compared to the 840,000 yuan/ton at the beginning of the year, it has given downstream companies a "reassuring pill". With the efforts of the upstream and downstream industry chains, the photovoltaic industry is bound to create new brilliance next year, breaking new ground. my country's new PV installation record is just around the corner.

The progress of the listing of photovoltaic companies

On December 8, Hemai issued an announcement, announcing that the issuer and the sponsor (lead underwriter) will comprehensively consider the issuer's reasonable investment value, the number of shares in this public offering, and the secondary market of comparable companies based on the preliminary inquiry results. Based on factors such as valuation level, secondary market valuation level of the industry, market conditions, demand for raised funds, and underwriting risks, the issue price was determined through negotiation at 557.80 yuan per share, and no cumulative bidding inquiry will be conducted for offline issuance.

The issue price of 557.8 yuan/share. It not only set the highest issue price of photovoltaic companies listed, but also the "most expensive new stock" in the history of A-shares.

It is reported that the main product of Hemai is micro-inverter, which is expected to grow rapidly in the wave of distributed photovoltaics.

Coincidentally, Yuneng Technology, a photovoltaic company whose main product is also micro-inverters, was inquired by the Shanghai Stock Exchange on December 9 for its listing application on the Science and Technology Innovation Board, and it is one step closer to listing.

On December 10, Tongling Co., Ltd., known as "the first share of solar photovoltaic junction box", was officially launched. On the first day of listing, the stock price rose 57.40%.

Photovoltaic companies share prices soar

On December 8, data from the Silicon Industry Branch showed that domestic silicon material prices fell this week. The PV industry index, which has been in the doldrums for a long time, has risen, and the share prices of PV companies have basically entered a rising channel.

Among them, the photovoltaic "three Musketeers" LONGi shares rose from 84.16 to 86.81 yuan, an increase of 3.14%; Sungrow fell from 150.00 yuan to 149.99 yuan, basically stopping the decline in the past month; Tongwei shares rose from 46.45 yuan to 48.43 yuan, An increase of 4.26%.