The production gap behind the domestic silicon carbide price increase
The price of silicon carbide continues to rise, and the manufacturers’ willingness to support the price is obvious.
Since most of the anthracite coal used for silicon carbide is Ningxia Taixi coal, the current market cost of anthracite to the factory is mostly maintained at a level of more than 3,000 yuan/ton, and resources are tight.
The current market electricity cost is generally much higher than that in 2021. In addition to the impact of the environmental protection transformation of the main production areas and the expected cost of equipment upgrades, the overall cost of silicon carbide has been high recently.
For the main silicon carbide producing areas, the current production resumption rate in Ningxia is relatively high; in Gansu, Lanzhou’s environmental protection acceptance unqualified enterprises will not resume production in 2022.
Tianzhu has suspended production due to energy evaluation problems and has not resumed production so far, and some manufacturers also have plans to build factories. It is expected to stop production and start construction after March;
The Qinghai region has not resumed production due to the policy, and the specific resumption time is uncertain;
The Xinjiang region has resumed production in the near future, but due to the high and hard-to-find low-sulfur coke resource price, the price has gradually increased.
