PV industry supply chain prices: End of Chinese New Year, prices stabilise

· Price Trends
PV industry supply chain prices: End of Chinese New Year, prices stabilise

Solar silicon: Silicon prices remained stable this week, with the overall monocrystalline material quoted at around RMB236/KG

Domestic and overseas terminal demand continued to increase, driving the solar wafer end of the high start-up rate, increasing procurement demand, February orders have all been signed.

Observing the production run and shipments of solar silicon, with 11 solar silicon companies in production in China, China's silicon production will reach 52,000 tonnes in January, an increase of 6.6% YoY. Since then, solar silicon production capacity has increased and the tight supply of solar silicon has started to ease.

 

Solar wafers: Prices remained largely stable, with M10 monocrystalline wafer prices rising slightly.

Due to the short supply of solar silicon, the resumption of solar wafer production has failed to meet expectations and the supply of solar wafers remains tight in the short term. This week, the mainstream transaction price of M6 solar wafers was around USD0.81/PC, the mainstream transaction price of M10 rose slightly to around USD0.96/PC, and the mainstream transaction price of G12 was around USD1.27/PC.

Observe the solar wafer link production operation and shipping situation, after the Chinese New Year part of China's domestic projects have started, the end market demand to enhance, solar wafer enterprises to expand production capacity gradually released, effectively alleviating the supply of tight tight Zhang situation, solar wafer in January the overall start rate of about 65%.

 

Solar cells: prices remain stable overall, with fewer new orders signed

This week, the mainstream transaction price of M6 is around USD0.169/W, the mainstream transaction price of M10 is around USD0.174/W, and the mainstream transaction price of G12 is around USD0.173/W. By the end market in the first quarter demand exceeded expectations, solar cell enterprises profits exceeded expectations, the overall start-up rate of about 80% in January, compared with December to improve the magnitude of the larger, 182MM solar cell production capacity almost full production, 166MM solar cell production capacity has been repaired; the current upstream solar silicon and solar wafer prices continue to rise, taking into account the price of solar module enterprises Acceptance, solar cell prices under pressure.

 

Solar modules: prices remain stable

Recent upstream industry chain prices continue to climb, considering the acceptance of the end project business, solar module prices did not follow the rise.

This week, the mainstream transaction price of monocrystalline 166MM solar module is around USD0.29/W, the mainstream transaction price of monocrystalline 182MM solar module is around USD0.29/W, and the mainstream transaction price of monocrystalline 210MM solar module is around USD0.294/W. Domestic and overseas terminal demand increased, the overall start-up rate of solar modules in January rose to about 85%, and the start-up rate is expected to reach 90% in February.

In terms of auxiliary materials, the price of photovoltaic glass this week is the same as last week, and no major price fluctuations are expected in the short term. This week, the mainstream transaction price of 3.2mm thickness of glass is around USD4.09/㎡, and the mainstream transaction price of 2.0mm thickness of glass is around USD3.22/㎡.

 

Next week's forecast.

With the end of the Chinese New Year holiday, PV raw material factories started work one after another, raw material prices no longer continue to rise, and prices are not expected to fluctuate significantly in the short term. Solar module link, the end market demand began to increase after the holiday, the overall start rate of the module factory continues to rise, can meet the Chinese Spring Festival delayed part of the foreign orders demand, component prices will also be with the factory start and temporary stability.

 

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