DMC has risen! Big news from the dragon head-Iota

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News > Dynamic industry > DMC has risen! Big news from the dragon head

DMC has risen! Big news from the dragon head

Global Organosilicon Network, May 29th: Monitoring data shows that DMC has risen! On May 28th, The average price of DMC is based on 13600 yuan/ton, up 50 yuan, while LuxiNet reported 13400 yuan/ton, up 100 yuan. The Yunnan factory has a discount on actual orders, but there is not much room for it. Other offers, Xinjiang factory website reported 13900 yuan/ton, Zhejiang factory website reported 13600 yuan/ton, Hebei factory website reported 13500 yuan/ton, and Jiangxi factory website reported 14000 yuan/ton, with overall stability continuing.
Focusing on the advantages of collaborative development in the industrial chain, accelerating the research and development of silicon carbide! Recently, leading domestic silicon chemical enterprise Hesheng Silicon Industry released its annual report for 2023. Big news has emerged that as of the end of 2023, Hesheng Industrial's silicon production capacity was 1.22 million tons/year, and the organic silicon monomer production capacity was 1.73 million tons/year, with good sales growth during the period. Based on this, the company achieved a revenue of 26.584 billion yuan, a year-on-year increase of 12.37%; Realizing a net profit attributable to the parent company of 2.623 billion yuan, under short-term pressure.
With the booming development of the photovoltaic industry, the demand for organic silicon and polycrystalline silicon in the market has increased. Domestic production enterprises have actively expanded their production capacity, and industrial silicon production has jumped to 3.7 million tons, with a year-on-year growth rate of 13.8%. Although the rapid expansion of production capacity in the silicone industry has led to intensified market competition, resulting in a slight decline in product prices compared to 2022, the company has always focused on long-term development planning and steadily promoted the implementation of business plans in various fields to cope with the increasingly fierce market competition.
During the reporting period, Hesheng Silicon Industry fully utilized its unique synergistic advantage in the "coal electricity silicon" industry chain, focusing on improving the production capacity and market share of industrial silicon and organic silicon. Among them, the third phase of the Xinjiang Silicon Industry New Material Coal Electricity Silicon Integration Project and the second phase of the Eastern Hesheng Coal Electricity Silicon Integration Project have successfully achieved full load production.
At the same time, the Central Photovoltaic Integrated Industrial Park project in Xinjiang has achieved full production line connectivity. The park covers multiple important components, including the annual production of 200000 tons of high-purity polycrystalline silicon project in Central Hesheng, the 20GW photovoltaic module project, and the annual production of 1.5 million tons of ultra-thin and high transparency photovoltaic glass for new energy equipment manufacturing project.
It is worth mentioning that in terms of technological breakthroughs, Hesheng Silicon Industry has fully mastered the key technologies of the entire silicon carbide material industry chain, including raw material synthesis, crystal growth, substrate processing, and wafer epitaxy. It has successfully solved the technical difficulties of key materials such as porous graphite and coating materials, and achieved important breakthroughs in equipment technology.
In terms of application space, benefiting from the efficiency improvement brought by silicon carbide power devices in the fields of new energy vehicles and photovoltaic energy storage, the demand for silicon carbide power devices continues to increase, Yole predicts that the global market size of silicon carbide power devices will increase from $1.1 billion in 2021 to $4.9 billion in 2026, with a compound annual growth rate of 35% from 2021 to 2026.
In this context, with the continuous research and development of Hesheng Silicon Industry in silicon carbide related products, the company's silicon carbide product yield ranks among the top among domestic enterprises, and some key technical indicators have reached or even exceeded the level of top international enterprises. Specifically, the company's 6-inch silicon carbide substrate and epitaxial wafer have been validated by multiple downstream device customers in China, and have successfully expanded into customer groups in the Japanese, Korean, and European and American markets; The development process of the 8-inch substrate is smooth and samples have been successfully produced.
Ping An Securities analysis pointed out that due to the difficulty in preparing silicon carbide substrates and the low yield, the cost of silicon carbide devices is significantly higher than that of Si products. As the substrate size increases, the total number of integrated chip units will be larger. According to Wolfspeed data, the total number of 32mm2 chips that can be prepared on an 8-inch silicon carbide substrate will increase by 89% compared to a 6-inch substrate, and edge waste will be reduced from 14% to 7%. Meanwhile, according to GTAT's prediction, the introduction of an 8-inch substrate will reduce the cost of silicon carbide devices by 20-35% compared to the 6-inch platform.
In addition, Hesheng Silicon Industry has made synchronous efforts in the research and development of high-end products downstream of organic silicon. By strengthening the connection between the upstream and downstream of the industrial chain, a series of new products including silicone sealant for photovoltaic module frame sealing, liquid silicone rubber for battery cell packaging, high-performance organic silicon elastomer coatings, etc. have basically achieved industrial production. These measures will help the company further consolidate its leading position in the silicon-based energy market and build strong technological barriers.
Looking ahead to the future, with the stable and positive development of China's economy and the continuous promotion of the dual carbon strategy, the photovoltaic and organic silicon industries will usher in a new wave of prosperity. The industrial silicon industry is showing strong momentum in the joint growth of supply and demand, and the application of organic silicon is indispensable in core industries such as construction and automotive. Hesheng Silicon Industry has deeply laid out the silicon chemical industry chain, with a wide range of product categories and outstanding technical capabilities. It is expected to fully benefit from the industry's upward cycle and achieve performance growth. The industry believes that with the improvement of the economic situation and the guidance of the dual carbon goal, the development of the photovoltaic industry and the application of new materials downstream of organic silicon will continue to drive the growth of upstream industry consumption. The industrial silicon industry will still be in a dual supply and demand growth trend, and the future of the silicon industry is promising. The consumption of organic silicon is closely related to the prosperity of downstream industries and the progress of investment and construction of new production capacity. With the successive introduction of policies driving economic recovery, the downstream market is expected to gradually improve, which will further promote the steady increase of organic silicon consumption.

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