The orders for single crystal materials from major domestic first-tier manufacturers have basically been signed this month, and the contract is currently in the delivery period. Therefore, the actual number of new orders signed in the market recently is not large. Only a few zero orders and urgent orders have been negotiated. It is expected that companies generally quote prices at around RMB 95 per kilogram, or even higher prices. On the whole, the price of silicon materials in the market is chaotic, and upstream and downstream manufacturers are in the game stage, and there is still a single negotiation. The atmosphere of price increases also pervades the entire upstream supply chain. With silicon wafer companies still in stock, they have a strong wait-and-see attitude in the face of high-priced silicon materials.
Yongxiang originally planned to maintain full production this month. However, due to flooding incidents and frequent incidents of silicon materials companies recently, based on the consideration of equipment safety factors, the annual production capacity of Leshan’s old line of 20,000 tons is currently shut down. It is expected that the monthly output may be reduced to Only about 1,000 tons, the shortage of silicon material is undoubtedly worse. Silicon companies that have been overhauled in Xinjiang are currently waiting for the government’s approval to start work. If there is a chance to resume production before the end of this month, it will be close to full production in September. With the help of overseas silicon companies to provide full production, it is expected that silicon will be supplied in October. There is a chance that shortages and prices will ease. This week, the transaction range of mainstream monocrystalline materials fell between 89-92 yuan per kilogram, and the average price fell at 90 yuan per kilogram, which was a 50% increase compared to the average price in mid-July.
For polycrystalline materials, due to the tightening of production capacity and the stabilization of polycrystalline terminal demand, it has shown a weekly upward trend since early July. The price of polycrystalline materials continued to rise this week, and the transaction price fell at 62-67 per kilogram. Between RMB and RMB, the average price is RMB 64 per kilogram. The part of overseas silicon materials is affected by the price increase of domestic silicon materials. This week, the single-polycrystalline materials have been adjusted to varying degrees. The price of single-crystalline materials fell between 10.2-10.7 US dollars per kilogram; Polycrystalline materials The price falls between US$7.2-7.7 per kilogram.
After 8/12 monocrystalline silicon wafer leader LONGi announced the official price announcement, the other leading company Zhonghuan shares immediately released the latest price on 8/14. The price difference between the two G1 and M6 sizes is 0.22 yuan per piece. Zhonghuan shares It is said that the price of silicon wafers has not been continuously raised this time, and the main hope is that it can slightly alleviate the cost pressures that continue to rise after the occurrence of silicon material accidents in the middle and lower reaches. However, after investigation, it is found that the mainstream market transaction range is mostly close to LONGi prices. The price of the film shows an upward trend. The domestic G1 and M6 fall between 2.87-3.08 yuan and 3.02-3.23 yuan per film, respectively; overseas G1 and M6 fall between 0.383-0.387 yuan and 0.402-0.406 yuan per film, respectively . At present, the price of single crystal materials is still in the upward channel before the end of September, and the price changes are more frequent and the increase is large. The bullish trend of the price of single crystal wafers is still obvious.
After three consecutive price increases for domestic polycrystalline silicon wafers, due to the slight stabilization of polycrystalline material prices last week and the recent reduction in operating rates of polycrystalline silicon wafer companies, domestic polycrystalline silicon wafer prices have stabilized this week, and have basically not changed from last week. Large, the transaction price fell between 1.55-1.65 yuan per piece, with an average price of 1.6 yuan per piece. However, from the current point of view, the price of polycrystalline materials has returned to the upward channel again this week. It is predicted that the price of polycrystalline silicon wafers will continue to rise before the end of the month. The specific timing of stabilization still depends on the degree of pressure on downstream companies and the slowdown of polycrystalline wafer companies The degree of supply is further determined.
It was observed this week that with the continued rise of silicon materials, the price of solar cells was affected by the difficulty of rising downstream component prices and the reduction of external extraction. This week, the price of solar cells temporarily stabilized at the level of last week, and the price of G1 size fell at 0.9- per watt. RMB 0.91, RMB 0.91-0.93 per watt for M6 size. In the overseas part, the price advantage of export components has caused the recent differentiation between overseas and domestic prices. The average overseas G1 size has remained stable at US$0.12 per watt, while the M6 has fallen at US$0.122 per watt.
At present, domestic second-tier manufacturers of G1 size are experiencing difficulties in selling goods. It has been heard that the market has begun to sell goods at lower prices, and the high and low price segments have begun to move downward. The low point of 0.83 yuan per watt has also been heard. As for the M6 part, under the condition of improving demand, the price has not yet loosened. However, the price-controlled components continue to control the amount of external procurement in response to the higher cell price, and there is little room for growth.
In the part of polycrystalline cells, the continuous price increase of silicon materials will also affect the reduction of the operating rate of polycrystalline silicon wafers. Cell manufacturers are experiencing difficulty in purchasing, and the price of silicon wafers continues to rise, correspondingly to increase the price of cells. The average price has reached 2.6-2.7 per cell. Yuan Renminbi, the lower price-performance ratio of polycrystalline cells affected the driving force of the Indian market, and shipments began to slow.
Silicon material accidents are frequent, and most of the middle and upper reaches of this wave of price increases directly reflect the costs in the selling price, so that the components can only continue to report the increase, and even some component companies have suspended their quotations, waiting for the increase in the middle and upper reaches to ease. Recently, the transaction price of M6 monocrystalline modules has risen to RMB 1.55-1.65 per watt. In the face of the obvious increase in modules, terminal power stations at home and abroad are still waiting to see. As a result, there are still not many new orders for modules recently and overseas module prices have not appeared. Continued growth.
At present, whether it is domestic or overseas, as long as it is not a project that must be connected to the grid this year, almost all the installation schedule will be delayed. The terminal demand in the fourth quarter continues to be affected. Therefore, in addition to canceling a large number of outsourcing OEM orders, the component factory has also continued to reduce the operating rate and reduce the external procurement of cells in response to the current high cost period.