Recently, the entire industrial chain of the photovoltaic industry has become uncomfortable, and the beginning of the year is unfavorable. News came from the most upstream silicon material, which has risen to 110 yuan/kg, which drove the discomfort of the overall photovoltaic industry chain. The price of photovoltaic film material EVA resin has also increased for two consecutive weeks. The prices of copper, iron, and aluminum, which are widely used in our downstream, have all soared.
As a first-line installer, we not only cannot afford photovoltaic modules, but also cables, brackets, etc.; photovoltaic module manufacturers are also very uncomfortable. The price increase caused by the shortage of silicon materials has caused the profit of the module link to decline again, and we are also facing Raw materials for photovoltaic film EVA rose.
The prices of raw materials in all aspects are increasing. This year’s photovoltaic installation demand is so strong, it is not easy to cool down in a short period of time. The current photovoltaic industry chain is facing huge pressure.
Silicon price increase
On February 24, the Silicon Industry Branch of China Nonferrous Metals Industry Association updated the latest price of silicon materials, and silicon materials ushered in an unexpected surge.
According to the survey and statistics of 8 upstream companies by the Silicon Industry Branch, the domestic single crystal compound feed price range this week was 105-110 thousand yuan/ton, and the average transaction price was 106,300 yuan/ton, an increase of 12.13% from the previous month; the price of single crystal dense materials The range is between 102-107 million yuan/ton, and the average transaction price is 103,400 yuan/ton, an increase of 11.78% from the previous month.
The rise in the price of silicon materials has triggered a rise in downstream silicon wafers, cells and modules, and it will be difficult for the price of photovoltaic modules to fall in the first quarter.
Component prices are brewing to rise
The author announced last week that the first-tier photovoltaic module companies are brewing price increases. Both Trina and Jinko have raised prices. Currently, there is news that Longi will increase prices by 3 cents per watt, and dealers are already stockpiling.
According to the recent bid prices of central enterprises, the price of photovoltaic modules continued the trend in the fourth quarter of last year, with prices ranging from 1.5 to 1.7 yuan per watt, and there is no tendency to reduce prices. It can be seen that after entering March, the price of photovoltaic modules will hardly be loosened, and they may still face price increases. On June 30, there was a rush to install the project, so the second quarter of the photovoltaic module is definitely in short supply.
In the case that the heat is difficult to drop, the price of photovoltaic modules is expected to rise, and it is very difficult to reduce the price in 2021.
First-line installers are very uncomfortable
“If it’s just the price increase of the components, it will not have a big impact. The most terrible thing is the bracket, the increase is too high. DC cables, AC cables, the increase is not small. All the materials together, the increase ratio is too large.” Lao Li, an installer Speaking of.
Lao Li said that in the new year, he thought he would start to win, but now he has a bad start. The prices of components and various materials are rising, so you can only purchase and construct after taking the project first and observing the price trend for a period of time.
Brackets are the first step in construction. At present, the price of brackets is so high that many installers are also looking for new alternatives.
Faced with the increase in component prices, bracket prices and cable price increases, installers expressed their discomfort one after another, which greatly affected the enthusiasm for installation and was detrimental to the promotion of the new year.
At present, whether it is industrial and commercial distributed or household photovoltaics, the enthusiasm for installed capacity of owners and investors is high, and the enthusiasm for photovoltaic power generation must not be difficult to reduce the price of photovoltaic systems, which will hit the hot photovoltaic market.