According to EnergyTrend, a new energy research center under TrendForce, the overall shopping malls still remained quiet in the cold season this week. The upstream silicon material has not changed too much, but the demand for silicon wafers is oversupply. It is estimated that it is related to the expectations of the downstream cell manufacturers to stabilize the supply. The battery link continues to decline, and the components are affected by price constraints. Not as good as batteries. Looking ahead to the changes in supply and demand in the next few weeks, price drops are inevitable. The key point is whether it can support the next wave of demand, otherwise the market atmosphere will inevitably be affected.
silicon material
This week, the price of polysilicon materials in the shopping malls is stable. Most of the production capacity has been handed over to the previous orders, but there are not too many transactions for temporary orders. The conversion of new and old production capacity has gradually entered a stable state. Nowadays, most of the silicon materials circulating in the market are contributed by the new production capacity. The first is to replace the old production capacity with new production capacity to maintain the optimization of cash capital. Now the overseas price correction range is 9.51~10.03USD/KG, the average price has been reduced to 9.67USD/KG, and the global average price has risen to 9.39USD/KG. The domestic polycrystalline materials remain unchanged at 60~63RMB/KG, and the single crystal materials remain unchanged at 74~78RMB/KG.
silicon wafer
There are different product differences in the silicon wafer market this week. The monocrystalline market still has more demand than supply. The primary reason is the expectation of downstream cell manufacturers to stabilize their own material sources. The price of polycrystalline products has loosened and changed with the arrival of the cold season. The original weak demand phenomenon has not only failed to support the price, but has led to a downward revision of the overall price. At present, monocrystalline 156.75mm products in overseas shopping malls remain unchanged at 0.415USD/Pc, 158.75mm products remain unchanged at 0.455USD/Pc, and products with dimensions above 161.75mm remain unchanged at 0.460USD/Pc. The revision range for polysilicon wafers is 0.240~0.242USD/Pc, and the black silicon products are lowered to 0.270USD/Pc. Domestic single crystals are raised to 3.05~3.13RMB/Pc, and large-scale products remain unchanged at 3.35RMB/Pc. The adjustment range for polycrystalline products is 1.85~1.87RMB/Pc, ingot monocrystalline products are lowered to 1.92RMB/Pc, and black silicon products are lowered to 2.10MB/Pc.
Cell
This week, the inventory of mono-crystalline PERC products in the cell market continues to rise, and the price continues to decline. The market expects that there is still room for the cell to be lowered, and the uneven information has made cell manufacturers the victims of the cold season. Faced with the indifference of upstream and downstream cell manufacturers, many small and medium-sized factories that have restarted production capacity have to face the decision of whether to close the line again. At present, overseas general polycrystalline cells remain unchanged at 0.113~0.127 USD/W, general monocrystalline cells remain unchanged at 0.115~0.145 USD/W, and high-efficiency monocrystalline cells remain unchanged at 0.155~0.172 USD/W. The ultra-high-efficiency monocrystalline battery (>21.5%) remains unchanged at 0.148~0.190USD/W.
The review range of domestic general polycrystalline cells is 0.81~0.84RMB/W, the average price is revised down to 0.83RMB/W, the review range of high-efficiency polycrystalline cells is reduced to 0.87RMB/W, and the review range of general monocrystalline cells is 0.82~0.85RMB /W, the average price is lowered to 0.84RMB/W, the review range for high-efficiency monocrystalline cells is 1.05~1.07RMB/W, the average price is reduced to 1.06RMB/W, and the review range for ultra-high-efficiency monocrystalline (>21.5%) cells is to 1.12~1.15RMB/W, the average price is lowered to 1.14RMB/W. The double-sided high-efficiency monocrystalline cell remains unchanged at 1.16RMB/W, and the double-sided ultra-high-efficiency monocrystalline cell is increased to 1.20RMB/W.
Component
This week, the component market is still in a forced state of buying and selling. Basically, component manufacturers will not place orders until the last minute. The pulling force of the terminal system market is gradually decreasing, which indirectly forces the component manufacturers’ delivery cycle to start to shorten to the minimum limit. , At the same time transfer production pressure to the upstream cell factory. Now overseas 270W~275W products remain unchanged at 0.205~0.250USD/W, 280W~285W products remain unchanged at 0.218~0.235USD/W, but the average price is reduced to 0.223USD/W, 290W~295W products remain unchanged at 0.235~0.251USD/W, 300W~305W product review range is 0.268~0.335USD/W, average price remains unchanged at 0.271USD/W, >310W product review range is 0.253~0.395USD/W, average price remains unchanged At 0.280USD/W.
The domestic 270W~275W product review range is 1.68~1.75RMB/W, the average price is reduced to 1.71RMB/W, the 280W~285W product review range is 1.80~1.85RMB/W, the average price remains unchanged at 1.83RMB/W, 290W ~295W products remain unchanged at 1.83~1.90RMB/W, 300W~305W products remain unchanged at 1.90~2.08RMB/W, >310W products remain unchanged at 1.95~2.15RMB/W.
