The price changes and extent of the silicon material link continue to increase attention within and outside the industry, and the industry is eagerly looking forward to it.
Based on market information this week, although negotiations on a new round of orders and prices have begun, buyers and sellers are still in a state of great divergence regarding the speed and magnitude of the decline in silicon material prices. Although the market atmosphere is on the verge of breaking out. There is a stand-off situation with different opinions.
In terms of prices, buyers and sellers still have large differences in their expectations for the new round of prices. In the seemingly quiet market environment, there is actually a raging dark tide. Based on the current overall low level of start-up in the silicon wafer segment, the price negotiation and quantity demand for new orders are expected to take into account the production demand around January or even the Spring Festival holiday.
It is expected that the actual transaction level of silicon material prices this month will gradually come to light after the substantive negotiation phase is over in mid-to-late December. It is expected that silicon material prices will drop significantly month-on-month in December and wait for the outcome of the game.
The thickness of the main circulating products of monocrystalline silicon wafers has basically switched to 165μm. Although the thickness of larger-sized products with individual specifications is still quoted at 170μm for the time being, the progress of switching to 160μm thickness is also trying to accelerate, which should be regarded as a more radical switch. Goal, the measured feedback results on the downstream application side still need time to observe and prove.
Zhonghuan announced the prices and price reductions of various products on December 2, and officially announced the corresponding prices for each thickness of the 182mm size and the corresponding prices for the new 218.2mm new specifications. The industry was shocked, and the new 218.2mm products were greatly affected. Many market discussions.
The recent decline in the market price of silicon wafers has also included the reflection of the prices of silicon wafers of different thicknesses. The main transaction price of the 182mm size basically fell below RMB 6 per piece. According to market information, the current price of 182mm silicon wafers is chaotic, and the low price range even reaches RMB 5.6 per piece; the proportion of other sizes in circulation has increased. The price of 210mm size 170μm has also dropped to RMB 8.55 per piece, but the trend of 210mm size will be more challenged in the upcoming 2022.
The price of upstream silicon wafers has dropped rapidly, and the price of cell manufacturers has also been revised. This week, the orders for M6 are 1.03-1.04 yuan per watt, and M10, G12 are being delivered at the level of 1.1 yuan per watt. However, considering the falling prices of silicon wafers The price of the newly signed cell will still drop by 2 cents for delivery next week. The price of M6 will reach RMB 1.01-1.03 per watt, the price of M10 will reach RMB 1.08-1.09 per watt, and the price of G12 will be RMB 1.09 per watt. Renminbi. Overall battery orders in December were due to insufficient orders from component manufacturers and lower repair operating rates to suppress inventory. Monocrystalline solar cells continued to decline in December.
Polycrystalline is due to weak demand for polycrystalline in India, and most manufacturers are unable to offer prices. There are still not many new orders this week, and the price is lowered to 3.5 yuan per piece.
solar panel price
After the supply chain price cuts in December, the terminal wait-and-see attitude became stronger. Domestic delivery prices continued to decline this week. The current price of 166 single-glass solar panel is about RMB 1.85-1.9 per watt, and the price of 500W+ single-glass solar panel is about RMB 1.9-1.95 per watt. However, due to inventory pressure, solar panel manufacturers still sell inventory at low prices. The low-price segment has heard the ex-factory price of RMB 1.87-1.88 per watt.
Looking ahead to the follow-up period in December, the demand for solar panel will remain sluggish. Many solar panel manufacturers have revised their original expectations for December output. In order to compete for orders and shipments under the sluggish demand, price competition has quietly begun, which will also have a continual impact. The quarterly solar panel price decline is likely to increase.
Prices in overseas regions are temporarily stable. At present, the main delivery orders are executed in the previous period. In addition, as Christmas is approaching, the European and American regions have slowed down. Overseas terminals have also observed that the supply chain is in a downward trend, and the current execution price is still per watt. In the range of US$0.275-0.28, prices have begun to decline and manufacturers have adjusted their price expectations for next year. The price expectations in the first quarter may come to the range of US$0.265-0.27 per watt.