The timing has entered the first ten days of September. Following the continuous narrowing of the previous single crystal material growth, the transaction price has stabilized this week, maintaining a high level of firmness. The mainstream transaction price in the market fell between RMB 93-96 per kilogram, and the average price was RMB 94 per kilogram. At present, silicon material companies are still calling out higher quotations. However, because downstream silicon wafer manufacturers hope to stabilize and individual silicon material companies in Xinjiang have resumed production, the supply is gradually increasing and the shortage is gradually alleviating. On the other hand, after the price of monocrystalline silicon wafers rose for three consecutive times, LONGi, the leading enterprise last week, announced that the latest quotation price was stable. Therefore, downstream customers were unwilling to accept the price of more than 100 silicon materials. In the face of the current high-priced silicon materials, buyers made transactions The attitude is not positive, and the wait-and-see component is higher than the actual order purchase. On the whole, it is expected that the domestic polysilicon production in September will increase by about 40,000 tons compared to August. On the other hand, with the resumption of full-production supply from overseas silicon plants, it is predicted that the probability of monocrystalline material prices stabilizing in September will increase significantly.
This week, the domestic polycrystalline material prices showed a slight increase. Compared with last week, the price increased slightly by RMB 1 per kilogram. The transaction price fell between 65-69 RMB per kilogram and the average price was 67 RMB per kilogram. Due to the recent stabilization of polycrystalline silicon wafer prices and the steady demand for polycrystalline terminals, it is predicted that the price of polycrystalline materials will not change significantly in the short term.
For overseas silicon materials, due to the recent stable price trend of domestic silicon materials and a certain delivery period for overseas silicon materials, when sellers are unwilling to sell at a lower price, there are fewer actual orders on the market. Some sellers have begun to respond to the comparison of price negotiations. The early period is too long. The price of single polycrystalline materials remained flat this week, the price of single crystal materials fell between 10.2-10.7 US dollars per kilogram; the price of polycrystalline materials fell between 7.2-7.7 US dollars per kilogram.
The price of monocrystalline silicon wafers remained strong this week. Following the announcement of the latest list price by the leading company Longi last week, Zhonghuan, another leading company, updated its prices a few days later. The domestic G1 and M6 prices were lower than Longi by RMB 0.1 per piece. The mainstream transaction range in the market has narrowed compared to last week, with G1 falling between RMB 3 and 3.08 per piece; M6 falling between RMB 3.15 and 3.23 per piece. On the whole, as the supply of several domestic silicon materials companies increases, the shortage of single crystal materials is expected to gradually ease, and the price of single crystal materials has recently returned to stability. On the other hand, the inventories of various monocrystalline silicon wafer companies have maintained a healthy level, and some monocrystalline wafer companies have reduced their operating rates in September, further reducing supply. It is predicted that monocrystalline wafer prices will have a chance to hold in the short term. Stable operation.
Due to the slowdown in the price increase of polycrystalline materials for several consecutive weeks, the price of polycrystalline silicon wafers has been limited. This week, the price of domestic polycrystalline silicon wafers was flat, and the transaction price fell between 1.55-1.65 yuan per piece, and the average price was per piece. A piece of 1.6 yuan; the transaction price of overseas polysilicon wafers fell between 0.203-0.215 yuan per piece, and the average price was 0.209 yuan per piece. The profits of companies producing polysilicon wafers have not been too optimistic. In addition, the supply and demand of polysilicon have been relatively stable recently. Faced with the limited production capacity of polysilicon materials, the price of polysilicon wafers will not fall too fast in the short term. , Predicting the low probability of price reduction in September, showing a high probability of maintaining stability. At present, the cost of purchasing high-efficiency polysilicon wafers for downstream battery manufacturers is relatively high. After internal calculations, the cost performance is too low. As a result, except for vertical integrated plants, most companies mainly produce low-efficiency polysilicon. Some first-line polysilicon wafer companies even see High-efficiency polycrystalline is a customized product.
Affected by the reduction of external extraction of downstream components, the decline of monocrystalline cells is obvious. Among them, the price of G1 size is at a high level and the demand continues to decrease to switch to M6. This week, the transaction volume of G1 size is smaller. Second and third-tier manufacturers’ G1 size cell inventory continues to accumulate, and the price decline continues. The average price this week has reached RMB 0.86-0.87 per watt, and the low price of 0.85 has also been heard.
For the M6 size part, the current demand is still supported, and the cell manufacturers stick to the price. The average price this week is 0.91-0.92 yuan per watt, and the transaction prices of the first-line manufacturers are mostly still around 0.92-0.93.
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 US$0.113-0.115 per watt, and the M6 size fell slightly to US$0.120 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.
*The proportion of dual-glass modules continues to increase, and PV InfoLink has begun quoting 2.0mm photovoltaic glass since September.
As the rise of silicon materials and wafers slows down and the price trend of solar cells reverses, downstream power stations are more on the sidelines of the purchase of modules, and the rise of modules has also begun to stagnate. Recently, prices have stabilized at 1.58-1.62 yuan per watt. .
Although the growth of components has slowed down, the rapid increase in the proportion of double glass has made the already tight supply of glass even more short. Coupled with the rise of glass raw materials, 2.0mm glass has risen to RMB 24 this month, and the price of 3.2mm glass has increased from In August, RMB 26 per square meter rose to RMB 30, up 15% from the previous month. Even with the tight supply of glass, even the price of RMB 32-33 has been heard.
In addition to the increase in glass prices, which has put a lot of pressure on the component links that are difficult to continue to rise, and the price of EVA is still rising, the first-tier component manufacturers can only continue to stock up to consolidate the smooth delivery in the fourth quarter. The price increase began to have an impact. The first-tier module factories continued to control the operating rate and cancel outsourcing OEMs because of the continued increase in costs. Therefore, the second and third-tier factories were not operating well. Overall, the overall output of modules has not been released since August. Slowly transit to stronger.