The price of single crystal materials has stabilized this week. Compared with last week, the price of monocrystalline materials has stabilized. It still maintains a high price level. The mainstream transaction price in the market falls between 93-96 yuan per kilogram, and the average price is 94 yuan per kilogram. As individual silicon companies in Xinjiang have resumed normal operations recently, the current supply of silicon materials is in a climbing stage. Therefore, the contradiction between supply and demand in the market is gradually shrinking. The negotiation space for downstream silicon wafer companies is larger than in the previous period, but the game between the two sides continues. It is reported that the quotations of a small number of first-line silicon material companies have declined slightly compared with the previous period. The signs of turning down are gradually fermenting. The mentality of buying up and not buying down will be further reflected. Faced with the premise that silicon wafer companies still have inventory, the wait-and-see atmosphere is higher than the actual order purchase.
The price of polycrystalline materials remained stable this week, with the transaction price falling between 65-69 yuan per kilogram, with an average price of 67 yuan per kilogram. Due to the low or even scarce supply of polycrystalline materials in the market, the price of polycrystalline materials remains at a high-end level. On the other hand, due to the recent stabilization of polycrystalline silicon wafer prices, it is predicted that the price of polycrystalline materials will not change significantly in the short term.
The part of overseas silicon materials is limited by the stability of the domestic price of single-polycrystalline materials. Overseas silicon materials have a certain delivery period and the customer’s bearish expectations. The actual number of orders is relatively small. Therefore, the price of single-polycrystalline materials maintained this week. Stable, single crystal materials fall between 10.2-10.7 dollars per kilogram; polycrystalline materials fall between 7.2-7.7 dollars per kilogram.
As some domestic silicon material companies resumed full production and started operations, the supply of single crystal materials continued to increase, and the price of single crystal materials became stable. It is reported that some bases of first-line monocrystalline silicon wafer enterprises were out of power for maintenance this month, resulting in a slight decrease in the overall supply of monocrystalline silicon wafers.
At present, the supply of upstream monocrystalline materials has increased, and downstream monocrystalline wafer companies are unwilling to purchase silicon materials at the current high price level. Monocrystalline wafer prices have remained firm this week. Domestic G1 and M6 transaction prices have fallen within 3-3.08 per wafer. For the overseas part, affected by the recent weakening of the US dollar exchange rate, the transaction prices of G1 and M6 rose slightly, falling between 0.386-0.392 yuan and 0.405-0.411 yuan per piece respectively. Although the price of monocrystalline silicon wafers has fallen in recent weeks, the current inventory of monocrystalline silicon wafer companies maintains a healthy level. It is predicted that the probability that monocrystalline silicon wafer prices will remain stable before the eleventh festival has increased significantly.
Since the beginning of July, due to the imbalance between the supply and demand of polycrystalline materials, the price of polycrystalline silicon wafers has shown a trend of rising all the way. Until recently, the price of monocrystalline silicon wafers and upstream silicon materials have stabilized, and domestic and overseas polycrystalline silicon wafer prices have remained stable. Stable operation. This week, domestic and overseas transaction prices fell between 1.55-1.65 yuan per piece and 0.203-0.215 dollars per piece respectively. On the whole, although the upstream silicon material companies have resumed operations after the silicon material accident, the overall polycrystalline material output ratio is still low; on the other hand, the polycrystalline silicon wafer production companies continue to maintain a low operating rate, so It is predicted that the price of polysilicon wafers will not change too quickly in the short term, depending on the price trend of upstream polysilicon materials.
The overall monocrystalline cell is affected by the suppression of downstream components and the successive release of supply, and the subsequent price trend is still weak. In addition, some component manufacturers expect to return the operating rate in mid-September, and the demand will rise again. The price decline narrowed slightly.
The price of G1 size is at a high level, and the demand continues to decrease to switch to M6, so that the recent G1 size transaction volume is less, the second and third-tier manufacturers’ cell stocks continue to accumulate, and the short-term price is temporarily stable at 0.86-0.87 yuan per watt. For the M6 size, under the support of demand, cell manufacturers continue to stick to prices. The average price of this week briefly stayed at RMB 0.92-0.93 per watt. It is expected that prices will be stabilized before the end of the month. As a whole, it is expected that the subsequent October-November solar cell production capacity will be released one after another, and the supply of solar cells will increase, and prices will continue to decline slowly.
In the overseas part, the domestic price drop continued to be transmitted overseas, but the weakening of the US dollar slowed down the decline. The average price of G1 size fell to 0.113-0.114 US dollars per watt, and the M6 size fell slightly to 0.119-0.120 US dollars per watt. .
For polycrystalline cells, considering that the price of polycrystalline silicon is stable in the short term, and the price has not yet shown a downward trend, for cell manufacturers, while the cost is still high, there is not much room for price reduction, so the average cell price remains stable for a short time RMB 2.6-2.65 per piece. In the overseas part, Indian solar cells have rebounded due to the exchange rate and high-level polysilicon prices, with prices rising slightly by about 0.01-0.02 per watt, reaching US$0.074-0.075 per watt.
From the perspective of recent prices, the quotations of new orders for delivery from the fourth quarter to the first quarter of next year are almost all above 1.58 yuan/0.2 yuan per watt, and the spot price is even more than 0.22 yuan per watt, compared to 1.4 before the accident. The price level of -1.45 RMB/0.185-0.195 US dollars has risen significantly. And because some orders in the fourth quarter are delayed to the first quarter or even the second quarter of next year, and the production capacity of silicon materials is too concentrated, if the production resumes not as expected, the upstream price will remain at a high level. Therefore, even if the visibility of some component factories from the fourth quarter to the beginning of next year is not high, the quotations will not be taken lightly. Most of the orders for delivery in Q1 next year will remain at the quotation of 0.2 yuan or more. From now to the first quarter of next year, overseas components The price is relatively stable. The domestic part depends on the recent negotiations between large-scale bidding projects and module factories. It seems that due to the slightly lower than expected demand in the fourth quarter, China’s local module prices will decline slightly since Q4.
In the U.S. market, due to the high profits in the U.S. market, the global module price increase this time has not significantly affected the U.S. market. The price of single and double-sided modules in the fourth quarter is still at 0.32-0.34 dollars. The 201 tax was further reduced and there was a significant drop again.