PV industry supply chain prices: end demand rises, prices of PV modules upstream links rise

· Price Trends
PV industry supply chain prices: end demand rises, prices of PV modules upstream links rise

Solar silicon: offers continued to rise, with the overall RMB offer for monocrystalline silicon rising to around RMB236/KG.

China's end market demand increased, coupled with China's Chinese New Year stocking demand, the downstream demand for various links to enhance, solar wafers to maintain a high start-up rate, the solar silicon procurement demand is also rising, India determined that the new tariff system will be implemented on the day of the 4month1, Japan's FIP system is about to expire, the European market gradually began to stock up, the overall demand is steadily rising; and solar silicon expansion capacity release progress is slow, the The slow progress in the release of solar silicon production capacity has led to a phase of oversupply and a continuous rise in prices.

Observe the production operation and shipment of solar silicon, this week, some enterprises began to sign the 2month orders, based on the supply tension, some orders have been signed to3 the month, is expected to maintain a stable trend of rising solar silicon prices before the Chinese New Year.

PV wafers: prices rose across the board, with M10 and G12 PV wafer prices rising significantly.

This week, Longi announced a new round of quotations for G1, M6 and M10 PV wafers, all of which have risen to varying degrees. On the one hand, affected by the upstream PV silicon price increase, the cost rose and the price increased; on the other hand, affected by the earthquake in Qinghai, China, some PV silicon wafer enterprises output reduced, delayed PV silicon transportation and caused equipment shutdown and maintenance, the short-term supply may be insufficient; in addition, China and overseas terminal demand to enhance, downstream solar cells and PV modules to speed up the purchase, support PV silicon wafer price increase. This week, the mainstream transaction price of G1 PV wafer rose to around USD 3.316/PC, the mainstream transaction price of M6 PV wafer increased to around USD 0.813/PC, the mainstream transaction price of M10 PV wafer rose to around USD 0.962/PC, the mainstream transaction price of G12 PV wafer rose to around USD 1.278/PC. In terms of polycrystalline, the supply of polycrystalline resources is gradually decreasing, overseas market demand is rising and demand is outstripping supply, with polycrystalline wafer prices rising to USD0.26/PC.

Observe the production operation and shipment of photovoltaic silicon wafers, the current end market demand to enhance the downstream solar cell and photovoltaic module start-up rate, coupled with the impact of the elimination of inventory in the early part of the month, the first-line enterprise start-up rate is expected to maintain a 70% start-up rate in the 2month, expansion capacity will also gradually increase, effectively alleviating the tight supply situation.

Solar cells: prices rose slightly, with higher overseas demand thus supporting M6 prices to USD0.155/W.

With the upstream solar silicon, photovoltaic silicon wafer end of the price increase, cost increases, solar cell prices to follow the rise, demand, the global terminal demand are different degrees of improvement, coupled with the Chinese New Year preparation needs, the demand for solar cells slightly increased, the overall smooth shipment, support solar cell prices up, this week M6 solar cell mainstream transaction price in the USD 0.17 / W or so This week, M6 solar cells were sold at around USD 0.17/W, M10 solar cells were sold at around USD/W0.175, and G12 solar cells were sold at around USD 0.173/W. In terms of start-up rate, the overall start-up rate of solar cell enterprises1 is expected to be around 60%-70% in the month.

Photovoltaic modules: The quoted prices remained stable overall, with no significant fluctuations in transaction prices.

Recently, the public announcement of CNNC PV module collection shows that the average price of single-sided solar module, double-sided solar module is USD 0.285/W, USD 0.290/W respectively, the first-line offer is relatively high, the price in USD 0.292/W, USD 0.296/W or so, and the second-line PV module enterprise's offer difference is large. The terminal demand was elevated, coupled with the need for Chinese New Year stockpiling. Influenced by the upstream price increase in the industry chain, some PV module enterprises wanted to further increase their quotations, but the terminal did not have actual transactions, and the price increase was not motivated enough, with no significant fluctuations in transaction prices. This week, the mainstream transaction price of monocrystalline166 mm PV module is around USD 0.292/W, the mainstream transaction price of monocrystalline182 mm PV module is around USD 0.293/W, the mainstream transaction price of monocrystalline210 mm PV module is around USD 0.295/W.

In terms of auxiliary materials, glass offers remained stable this week. Some glass companies have recently announced price increases, but the downstream is not buying, and there is not enough incentive to increase prices. This week, the mainstream price of 3.2mm thickness glass was traded at around USD 4.105/㎡, and the mainstream price of 2.0mm thickness glass was traded at around USD 3.237/㎡.

Next week's forecast.

With the Chinese New Year approaching, the European market began to enter the stocking stage, PV terminal demand gradually increased, the price of solar modules upstream of various links rose, and the overall start-up rate of enterprises maintained at a high level. In terms of PV modules, after some PV module enterprises raised their quotations, the terminal market did not react positively, whether PV module prices will be raised or not, it is still necessary to react in the market.

 

 

All Posts
×

Almost done…

We just sent you an email. Please click the link in the email to confirm your subscription!

OK