LONGi 2022 and 2023Q1 Results
•
The short-term game intensified in solar industry chain,
the price fluctuated fiercely
•
As the new capacity of polysilicon was increasing, the price began to fall in mid-March. The cost pressure from silicon has eased.
The price of modules is less than 1.8 yuan/W, and the return rates of solar power projects are very attractive for developers,
which will stimulate the solar demand further.
182mm Wafer (\/pc)
6.38
6.45
6.22 6.22 6.22 6.22
230
230 230
230
220
208
4.80
4.43 4.43
3.90 3.70
2023/1/4
2023/1/11
2023/1/18
2023/1/25
0.80 0.80 0.85 0.85
0.97
2023/2/1
2023/2/8
2023/2/15
2023/2/22
2023/3/1
2023/3/8
182mm PERC Cell (\/W)
1.14 1.13 1.10 1.09
2023/1/4
2023/1/11
2023/1/18
2023/1/25
190
168
150
178
150
Polysilicon (\/kg)
2023/2/1
2023/2/8
2023/2/15
2023/2/22
2023/3/1
2023/3/8
2023/3/15
2023/3/22
2023/3/29
1.08
1.07
1.85
2023/1/4
2023/1/11
2023/1/18
2023/1/4
2023/1/11
2023/1/18
2023/1/25
2023/2/1
2023/2/8
182mm PERC Module (\/W)
1.80
1.77 1.77 1.77 1.77
2023/1/25
2023/2/1
2023/2/15
2023/2/22
2023/3/15
2023/3/22
2023/3/29
2023/3/1
2023/3/8
2023/3/15
2023/3/22
2023/3/29
2023/2/8
2023/2/15
2023/2/22
2023/3/1
2023/3/8
2023/3/15
2023/3/22
2023/3/29
1.79 1.79
1.75
1.75
1.74
12
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