PV industry supply chain prices: PV silicon prices rebound, market trading active

· Price Trends
PV industry supply chain prices: PV silicon prices rebound, market trading active

PV silicon material: prices stopped going down and started to pick up, with the overall RMB offer for monocrystalline PV material recovering to around RMB231/KG.

With the gradual improvement of the terminal market, solar silicon wafer enterprises start rate upward, the demand for photovoltaic silicon material increasing, at the same time, solar silicon wafer enterprises to protect the orderly production during the Spring Festival, hoarding demand is also increasing; but photovoltaic silicon expansion capacity release progress can not reach expectations, the existing production capacity can not meet the current demand for solar silicon wafers, photovoltaic silicon material prices rose slightly this week.

Observe the production operation and shipment of photovoltaic silicon, some photovoltaic silicon enterprises reflect that the January order has been signed, there is currently no spare material available for sale. Based on the current supply and demand situation, some PV silicon enterprises are very confident that the price of silicon will rise, and it is expected that the tight supply of PV silicon will continue before the Spring Festival, and PV prices will still have the possibility of rising.

Solar wafers: prices were basically stable, with monocrystalline G1 and M6 solar wafer prices rising slightly.

As the Chinese New Year approached, the market was relatively active. To meet the growing demand for solar cells and PV modules, the crop rate on the solar wafer side was steadily adjusted upwards, supply increased and mono-crystalline solar wafer prices remained at a relatively stable level. Some of the orders previously interrupted due to high PV module prices are continuing to advance, with demand for monocrystalline G1 and M6 solar wafers increasing, with mainstream G1 solar wafer prices rising slightly this week to around USD 0.756/PC, mainstream M6 solar wafer prices rising slightly to around 0.781USD/PC, mainstream M10 solar wafer prices at around USD 0.922/PC M10 solar wafers were traded at around USD 0.922/PC, while G12 solar wafers were traded at around USD 1.213/PC. In terms of polycrystalline, overseas demand was low and shipments were slow, with the price of polycrystalline products dropping slightly to around USD 0.274/PC.

Observe the solar wafer production operation and shipping situation, the Chinese New Year is approaching, the terminal demand increased as well as the pre-holiday stocking demand, the downstream incoming speed is accelerating, in order to meet the downstream solar cell and photovoltaic module demand, solar wafer start rate steadily upward, at present, a line of enterprises have been raised to about 60%-70%.

Solar cells: quotations remained largely stable, with end market demand increasing significantly and market transactions relatively active.

Some solar cell enterprises tentatively raised their quotations to expand profits, but the acceptance at the PV modules end was low and insufficient to support solar cell price increases. This week, the mainstream solar cell market offers no significant fluctuations, except for monocrystalline M6 solar cells by the impact of production scheduling, structural shortage, the mainstream transaction price rose slightly to USD 0.167/W, M10 solar cells mainstream transaction price is still in the USD 0.170/W, G12 solar mainstream transaction price is still in the USD 0.165/W or so. As for the start-up rate, near the end of the year, with the upstream photovoltaic silicon, solar wafer prices fell, the profit margin of solar cell manufacturers gradually improved, coupled with the year before the stocking demand, the demand for solar cells slightly improved, the overall start-up rate of solar cell enterprises is expected to be around 60-70% in Jan.

Photovoltaic modules: Quotations fluctuated slightly, with all sizes of PV modules showing a slight upward trend.

The previous period PV modules enterprises for smooth shipments, prices have fallen, the recent part of the enterprise began to bidding on the project, the end demand up, some PV modules enterprises look forward to raise the offer, increase profits. At present, the mainstream transaction price of monocrystalline 166MM photovoltaic modules USD 0.291/W, monocrystalline 182MM photovoltaic modules mainstream transaction price USD 0.293/W, monocrystalline 210MM photovoltaic modules mainstream transaction price USD 0.294/W. Operating rate, the recent domestic new orders including some delayed order of last year or legacy project orders began to be delivered, PV modules end inventory is low, the operating rate rebounded significantly, a line of enterprises operating rate is expected to be around 60% in Jan.

In terms of auxiliary materials, glass quotations rose slightly this week, but the average transaction price did not fluctuate significantly. Affected by the overall upward pricing adjustment of the glass industry, some enterprises' photovoltaic glass quotations increased slightly, and the mainstream transaction price of glass of 3.2mm thickness rose slightly to around USD 4.097/㎡ this week, while the mainstream transaction price of glass of 2.0mm thickness rose slightly to around USD 3.23/㎡.

 

Expected next week.

This week the end market demand became better, along with the PV silicon price rebound, each PV product chain factory start-up rate increased. The PV modules chain has been adjusting its prices downwards in order to reduce inventory. Now that market demand has increased, PV modules companies will keep trying to raise prices to increase profit margins, and PV modules prices are expected to increase slightly.

 

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