PV module price trend: Demand declines, silicon price rise may be delayed

· Price Trends

Silicon: Silicon prices continue to rise

The mainstream transaction price for mono materials is 43.973/USD, mainly due to small orders and more urgent orders, which increase the price, but the transaction volume is small, and most material companies have no material to sell. Few orders were filled. At present, the shortage of silicon material supply has not eased. Due to the overhaul of Chinese enterprises and the prolonged time for imported silicon materials to the port, the supply gap between silicon materials and silicon wafers has become larger, and the price of silicon materials has continued to rise.

Silicon

Wafers: Wafer prices rose slightly due to insufficient supply of silicon materials

The supply of M10 monocrystalline silicon wafers is tight. This week, the mainstream transaction price of M10 rose to about US$0.972/piece, and the mainstream transaction price of G12 was about US$1.414/piece. Due to the shortage of silicon material, the supply of silicon wafers was tight and prices rose. Following the previous adjustment of quotations by leading silicon wafer companies, two Third-tier companies have also adjusted their quotations. With the industrial line transformation of large-size cells and the increase in production capacity of large-size cells, the market demand for M10 monocrystalline silicon wafers continues to increase, and the price of M10 monocrystalline silicon wafers continues to rise; due to the continuous increase in the price of silicon materials The rise and the shortage of supply, silicon wafer companies accelerate the process of thinning, and the market share of 155μm and N-type may increase rapidly.

Wafers

Cells: Prices remain stable

The mainstream transaction price of monocrystalline M6 cells is about US$0.18/W, the mainstream transaction price of M10 cells is about US$0.186/W, and the mainstream transaction price of G12 cells is about US$0.182/W. Most of the cell companies are in the delivery stage this week, with fewer new orders. M10 prices are on the rise due to higher costs and better downstream demand. Due to relatively smooth shipments of overseas orders, the recent transactions are mainly concentrated in the front line. Enterprises, limited by the supply of silicon wafers, some small and medium-sized cell companies are facing the risk of lowering the operating rate, and the competition between cells and modules is becoming more and more intense.

Cells

solar panels: M10 and G12 single-sided module prices have risen

The mainstream transaction price of single-Si 166 modules is about US$0.235/W, the mainstream transaction price of mono-Si single-sided 182 modules has risen to about US$0.289/W, and the mainstream transaction price of mono-Si single-sided 210 modules is about US$0.289/W; The price of glass modules remained unchanged. The mainstream transaction price of 182 bifacial double-glass monocrystalline PERC modules was US$0.292/W, and the mainstream transaction price of 210 bifacial dual-glass monocrystalline PERC modules was US$0.290/W.

Modules

Most of the first-tier module companies this week focused on executing pre-orders, with fewer new orders. High-priced orders are mainly concentrated in some distributed photovoltaics and overseas. There has been feedback from the market, and some leased household projects have been affected. , the overseas market has reduced demand due to early stockpiling and recent price increases, but the current market price of components is still high, and the specific impact remains to be seen.

PV module price forecast for next week:

The supply gap of silicon material is large, and the price is rising. This has affected the price of silicon wafers and components are now rising. Considering the shortage of overseas natural gas supply, the governments of various European countries have intensified the promotion of new photovoltaic energy. Customers who intend to install photovoltaic systems place orders as soon as possible, and the price of subsequent components may continue to rise.

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