PV industry supply chain price quotes: prices rose across the board and are expected to continue to rise in February

· Price Trends

 

 

 Most solar silicon orders for February have been signed and there are few remaining materials available on the market, with prices for scattered bulk orders pushing up solar silicon prices this week. Most solar wafer, solar cell and PV module enterprises maintained normal production during the Chinese New Year. Solar silicon shipments were smooth, with no inventory pressure and high market demand for the time being, and most enterprises were observing market developments in the first week after the Chinese New Year.

 

Solar silicon production operation and shipments, 12 solar silicon enterprises in China in production, before the maintenance of maintenance enterprises have resumed production, February is expected to 1-2 enterprises into maintenance, but the impact is relatively small, the increment mainly from the expansion of production capacity gradually increased. Based on good market demand, solar silicon production is still unable to meet the demand for solar wafers, the mismatch between supply and demand will continue, and solar silicon prices are expected to show an upward trend in February.

 

 Solar wafer prices rose slightly this week, with mainstream M6 solar wafers traded at around USD 0.825/PC, M10 solar wafers traded at around USD 0.99/PC and G12 solar wafers traded at around USD 1.31/PC. In the last week before the Chinese New Year, leading companies have raised their solar wafer prices and second and third tier solar wafer companies have followed suit, but the volume of transactions is low. Growth, but based on the limited supply of solar silicon in February, the market supply and demand is tight balance, solar wafer prices in February still have the possibility of upward adjustment.

 

 

Solar cell prices rose slightly this week, with M6 solar cells traded at around USD 0.171/W, M10 solar cells traded at around USD 0.176/W and G12 solar cells traded at around USD 0.177/W. In the last week before the Chinese New Year, leading solar cell companies cut M6 solar cell prices and for the first time M10 solar cell prices, G12 solar cell prices remained unchanged, but the adjusted offer was still at the normal level of the market and did not drive the market price trend. With the upstream solar silicon and solar wafer prices continue to rise, as well as the Q1 2022 over-expected end demand, solar cell prices have continued to rise, but given the acceptance of photovoltaic module enterprises, solar cells and upstream and downstream solar silicon wafers, photovoltaic modules link confrontation situation, solar cells will continue to bear the price pressure.

 

 During the Chinese New Year, some first-line enterprises continued to maintain a high production start-up rate and shipments were relatively smooth. In the first week after the Chinese New Year, some enterprises have received new orders based on the greater demand in the market, and the atmosphere of market negotiation is more active. This week, the mainstream transaction price of monocrystalline 166MM PV module is around USD 0.29/W, the mainstream transaction price of monocrystalline 182MM PV module is around USD 0.295/W, and the mainstream transaction price of monocrystalline 210MM PV module is around USD 0.295/W.

 

Demand, overseas markets, India will be from April 1 on photovoltaic modules levied 40%, solar cells 25% tariff; the United States deferred 201 tariffs and will import solar cells duty-free quota from 2.5GW to 5GW, the domestic successive introduction of various policies to support the development of renewable energy such as photovoltaic, a number of photovoltaic projects into the bidding process, the end market demand. As upstream prices continue to rise, photovoltaic module companies take into account the acceptance of the terminal project business, prices are not likely to rise significantly, is expected to remain stable in February with a small increase in the trend.

 

Auxiliary materials, this week's glass prices up slightly, the Chinese New Year period, the photovoltaic module enterprises to maintain operations, the glass market also maintain normal shipments, in the current photovoltaic glass link profits are at a low level, the various links of the industry chain have raised prices, some glass enterprises try to raise prices, but the photovoltaic group price enterprise acceptance is not high, the volume of transactions is small. This week 3.2mm thickness of the glass price mainstream transaction price rose slightly to about USD 4.246/㎡, 2.0mm thickness of the glass mainstream transaction price rose slightly to about USD 3.30/㎡.

 

After the Chinese New Year, the PV industry chain terminal market demand is good, due to the PV industry front-end solar silicon supply restrictions, the market silicon demand is greater than supply, silicon and silicon wafer prices have increased slightly, is expected to continue to next week the possibility of upward adjustment.

 

PV module, with the upstream silicon and silicon wafer prices continue to rise, the cost of cells and components pressure up, PV module prices this week, although not much, temporarily to meet to the terminal PV system installer acceptance, is expected next week component prices without the possibility of a significant increase, but there is a small increase in the possibility of hope that the terminal project installation of customers as early as possible to place orders to lock the PV module prices.

 

All Posts
×

Almost done…

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

OK