隆基股份要去國外買硅料，節(jié)前的國內(nèi)硅料市場依然供不應(yīng)求。2月8日晚，隆基股份拋出兩份大單，其中一份是涉及63.6億元的多晶硅料采購，賣方則是海外多晶硅料巨頭之一OCI的子公司。實際上，自去年8月以來，硅片企業(yè)就頻頻采購長單鎖定硅料長期供應(yīng)。同日，國內(nèi)硅料巨頭之一的新特能源也拋出80億元多晶硅料擴產(chǎn)計劃，硅料擴產(chǎn)潮同樣愈演愈烈。多晶硅料階段性供不應(yīng)求.8日晚，光伏硅片巨頭隆基股份披露了兩份重大采購公告，分別是采購光伏玻璃和多晶硅料。隆基股份13家子公司擬向福萊特及其4家全資子公司采購光伏玻璃，約定2022年~2023年，前者按照46GW組件用量向后者采購。根據(jù)卓創(chuàng)周評2021年2月4日公布的3.2mm光伏玻璃均價42元/平方米(含稅)、2.0mm光伏玻璃均價34元/平方米(含稅)測算，預(yù)估本合同總金額約104億元。
      而另一份預(yù)估合同金額為63.6億元，隆基股份及其9家子公司與OCIM Sdn.Bhd.(以下簡稱“賣方”)簽訂了三年期多晶硅料采購合同。根據(jù)協(xié)議，買方2021年3月至2024年2月期間向賣方采購多晶硅料約7.77萬噸。按照中國有色金屬工業(yè)協(xié)會硅業(yè)分會2月3日公布的單晶致密料成交均價為9.25萬元/噸。隆基股份這則公告對行業(yè)意義無疑更為重磅，這意味著國內(nèi)光伏巨頭的上游原料采購從國內(nèi)到了國外，再次反映了國內(nèi)硅料產(chǎn)能的稀缺程度。而在1月底，多晶硅料再次漲價。復(fù)投料、單晶致密料、單晶菜花料成交價漲幅均在2%左右。中國有色金屬工業(yè)協(xié)會硅業(yè)分會表示，截至目前大多硅料企業(yè)訂單均已簽至2月底，部分訂單甚至將執(zhí)行到3月中旬，且硅片企業(yè)并未有任何庫存積壓。由此可見，本輪需求大增、價格上漲的主要刺激因素，并非節(jié)前囤貨的預(yù)需求，而是下游需求支撐的硅片產(chǎn)能擴張實際釋放量所刺激的多晶硅料實際需求增量。目前多晶硅階段性供不應(yīng)求，且硅料和硅片環(huán)節(jié)均處于零庫存甚至負庫存狀態(tài)，因此支撐多晶硅價格穩(wěn)步上漲。協(xié)會預(yù)計，2月份在需求和供應(yīng)環(huán)比基本持平或同步微增的情況下，階段性供不應(yīng)求狀況持續(xù)，多晶硅價格將高位持穩(wěn)。
硅料巨頭拋出80億擴產(chǎn)計劃。
       實際上，每日經(jīng)濟新聞在2020年9月就已經(jīng)推出系列報道，點出行業(yè)長單鎖定硅料的現(xiàn)象。下游光伏裝機量需求增長的背景下，產(chǎn)能擴張的中游企業(yè)豪擲百億元鎖定未來5年的硅料供應(yīng)。早在去年8月，隆基股份與亞洲硅業(yè)簽訂預(yù)估94.98億元多晶硅料采購大單，約定2020年9月1日至2025年8月31日合計采購多晶硅料12.48萬噸。去年9月，上機數(shù)控公告稱，公司擬在2020~2021年向保利協(xié)鑫采購原材料多晶硅料1.67萬噸，預(yù)計采購金額約為15.70億元。如今四個月過去，硅片企業(yè)長單鎖定硅料的現(xiàn)象愈演愈烈。今年2月，隆基股份與江蘇中能硅業(yè)科技發(fā)展有限公司簽訂多晶硅料采購協(xié)議。根據(jù)協(xié)議，雙方2021年3月至2023年12月期間多晶硅料合作量不少于9.14萬噸，預(yù)估合同金額達73.28億元。另一光伏巨頭中環(huán)股份與保利協(xié)鑫簽訂《多晶硅購銷合作長單框架協(xié)議》，將在2022年1月至2026年12月期間向保利協(xié)鑫采購包括顆粒硅在內(nèi)的多晶硅料合計共35萬噸。值得重視的一點，上述鎖單的硅料并未鎖定價格，而是隨行就市。截至2020年底，據(jù)SOLARZOOM新能源智庫統(tǒng)計，市場上超過半數(shù)產(chǎn)能已經(jīng)被鎖定?！睹咳战?jīng)濟新聞》記者注意到，隨著上游市場的緊缺，硅料企業(yè)也已啟動了擴產(chǎn)計劃。2月8日，特變電工公告稱，子公司新特能源擬投資80億元，用于年產(chǎn)10萬噸高純多晶硅項目。特變電工預(yù)計，具備開工條件后一個月內(nèi)正式開工建設(shè)，預(yù)計開工后18~24個月內(nèi)建成投產(chǎn)。這也就意味，若一切順利，特變電工的新增產(chǎn)能最快將于一年多后達產(chǎn)。實際上，光伏產(chǎn)業(yè)擴產(chǎn)潮符合業(yè)內(nèi)的預(yù)期判斷。上周，中國光伏行業(yè)協(xié)會副理事長、秘書長王勃華表示，2020年國內(nèi)光伏新增裝機規(guī)模同比增幅達到60%，預(yù)計今年全球光伏市場規(guī)模將加速擴大，總計新增裝機達到150到170吉瓦，海外規(guī)模會創(chuàng)新高。他預(yù)計今年國內(nèi)新增裝機在55到65吉瓦，整個“十四五”期間，年均新增裝機規(guī)模可達70到90吉瓦。

Longji shares to buy silicon abroad, the domestic silicon market before the festival is still in short supply.On the evening of Feb. 8, Longji Group sold two large orders, one of which involved a 6.36 billion yuan purchase of polysilicon materials from a subsidiary of OCI, one of the overseas polysilicon giants. In fact, since last August, wafer companies have been frequently buying long orders to lock in a long-term supply of silicon.On the same day, one of the giants of domestic silicon new special energy also throws out 8 billion yuan polycrystalline silicon material expansion plan, silicon material expansion tide also intensified. Photovoltaic silicon wafer giant Longi Co., Ltd. announced two major purchases of photovoltaic glass and polysilicon on Tuesday night.Longji's 13 subsidiaries plan to purchase PV glass from Flett and its 4 wholly-owned subsidiaries. It is agreed that from 2022 to 2023, the former will purchase PV glass from the latter according to the amount of 46GW modules. According to the calculation of the average price of 3.2mm photovoltaic glass 42 yuan/square meter (including tax) and the average price of 2.0mm photovoltaic glass 34 yuan/square meter (including tax) published by Zhuochuang Weekly Review on February 4, 2021, the total amount of this contract is estimated to be about 10.4 billion yuan.

In the other contract with an estimated value of RMB 6.36 billion, Longji and its nine subsidiaries signed a three-year polysilicon material purchase contract with OCIM Sdn.Bhd.(hereinafter referred to as the "Seller"). According to the agreement, the buyer will purchase approximately 77,700 tons of polysilicon material from the seller between March 2021 and February 2024.According to the China Nonferrous Metals Industry Association Silicon Branch on February 3 announced the average price of single crystal compact material transaction is 92,500 yuan/ton. Longi's announcement is of more significance to the industry, which means that the upstream raw materials of domestic photovoltaic giants are purchased from China to foreign countries, again reflecting the scarcity of domestic silicon production capacity. And at the end of January, polysilicon material prices again.Re-feeding, single crystal dense material, single crystal cauliflower material transaction price increase are about 2%. The silicon branch of China Non-ferrous Metals Industry Association said most silicon materials companies had signed orders until the end of February so far, and some would even execute orders until mid-March, and wafer companies did not have any overstock.It can be seen that the main stimulus factor of this round of demand surge and price rise is not the pre-holiday stock demand, but the actual demand increment of polysilicon material stimulated by the actual release of silicon wafer capacity expansion supported by the downstream demand. At present, the periodic supply of polysilicon is short of demand, and the silicon material and silicon wafer are in the state of zero or even negative inventory, so support the steady rise in the price of polysilicon. Association expects that in February, demand and supply are basically flat or slightly synchronous increase in the case of stage supply conditions continue, the price of polysilicon will be high and stable.

The silicon giant has unveiled a $8 billion expansion plan.

In fact, the National Business Daily has already launched a series of reports in September 2020, pointing out the phenomenon of long order locking silicon material in the industry. Under the background of the growing demand for downstream PV installations, midstream enterprises with expanding production capacity are spending tens of billions of yuan to lock in silicon supply in the next five years. As early as last August, Longji Group signed a large purchase order with Asian silicon industry estimated at 9.498 billion yuan for polycrystalline silicon materials, agreeing to purchase 124,800 tons of polycrystalline silicon materials on September 1, 2020 BBB 0 on August 31, 2025. In September last year, Shanghai CNC announced that the company plans to purchase 16,700 tons of raw material polysilicon from GCL-Poly in 2020~2021, with an estimated purchase amount of about 1.57 billion yuan. Now four months past, silicon wafer enterprises long single lock silicon material phenomenon is becoming more and more intense.In February this year, Longji shares and Jiangsu Zhongneng Silicon Industry Science and Technology Development Co., Ltd. signed a polysilicon material procurement agreement. According to the agreement, the amount of polysilicon material cooperation between the two parties from March 2021 to December 2023 is no less than 91,400 tons, with an estimated contract value of 7.328 billion yuan. Another photovoltaic giant, CMC Magnetics, and GCL-Poly signed the Framework Agreement for Polycrystalline Silicon Purchase and Sales Cooperation, which will purchase 350,000 tons of polycrystalline silicon materials, including granular silicon, from GCL-Poly from January 2022 to December 2026. Worth taking seriously a bit, the silicon material of the above - mentioned lock sheet did not lock the price, but go with the market. By the end of 2020, more than half of the market's capacity has been locked up, according to SolarZoom, a new energy think tank. "Daily Economic News" reporter noted, along with the shortage of the upstream market, silicon material enterprises have also started the expansion plan. On February 8, TBEA announced that its subsidiary Xinte Energy plans to invest 8 billion yuan in a high-purity polysilicon project with an annual output of 100,000 tons. TBEA expects to officially start construction within one month after the conditions are met, and it is expected to be completed and put into production within 18~24 months after the construction starts. This means that, if all goes well, TBEA's new capacity will reach production in at least a year.In fact, the photovoltaic industry expansion tide in line with the industry's expected judgment. Last week, Wang Bohua, vice chairman and secretary general of the China Photovoltaic Industry Association, said that China's new photovoltaic installed capacity will grow by 60% year on year in 2020. The global photovoltaic market is expected to accelerate this year, with a total of 150-170 GW of new installed capacity, and the overseas scale will reach a new high.He expects China to add 55 to 65 gigawatts of new installed power this year and 70 to 90 gigawatts annually during the 14th Five-Year Plan period.