Due to the continuous shortage of silicon materials, the downstream silicon wafer manufacturers worry about the expectation of lack of materials. The atmosphere pervades the entire upstream supply chain. Since late July, the transaction price of monocrystalline materials has been rising, and the prices of all links in the supply chain have risen in unison. As the current price of silicon materials is still in an upward channel, the market is pushing up prices to disrupt the pace of negotiation, and the price of silicon materials is also relatively chaotic. This makes the game between buyers and sellers longer and the actual signing speed slows down. Currently, first-tier companies are still negotiating new orders, with a small number of zeros. Orders or urgent orders have increased significantly, so the high price is raised to around RMB 88 per kilogram, or even higher. This week, the mainstream transaction range of monocrystalline materials fell between 85-88 yuan per kilogram, and the average price fell at 86 yuan per kilogram. The prices of monocrystalline materials continued to rise. On the whole, the upstream silicon material supply gap has been enlarged more than expected. The third quarter has become the most shortage of silicon material supply this year. Among them, the output of silicon material was the lowest in August, and the time of the real shortage fell in September.
The continuous supply shortage of polycrystalline materials, coupled with factors such as the reluctance of enterprises to sell, has made polycrystalline silicon wafer companies hesitate to face high-priced polycrystalline materials. In early August, they began to reduce polycrystalline materials purchases, so polycrystalline materials used this week The increase was modest, the transaction price fell between 59-65 yuan per kilogram, and the average price was 61 yuan per kilogram.
This week, overseas single and polycrystalline materials have been adjusted to varying degrees. The price of single crystal materials fell between 10-10.4 US dollars per kilogram; the price of polycrystalline materials fell between 6.8-7.3 US dollars per kilogram. In the short term, due to the increase in domestic silicon material prices, overseas silicon materials also tend to rise.
This week, the price of monocrystalline silicon wafers continued to show an upward trend, and the transaction price was close to the official price announced by the monocrystalline silicon wafer manufacturer Longi 7/31. Domestic G1 and M6 fell between 2.84-2.9 yuan and 2.94-3.03 yuan each; Overseas G1 and M6 fall between 0.358-0.365 yuan and 0.374-0.381 yuan per piece respectively. According to the current situation, battery manufacturers have to accept the price adjustment logic of monocrystalline silicon wafer companies, and the actual transaction price is clearer than last week. However, just tonight, Longji officially announced less than two weeks after the announcement of the latest price. Domestic G1 and M6 will fall between 3.1 yuan and 3.25 yuan per piece, respectively; overseas G1 and M6 will fall at 0.39 yuan per piece respectively And 0.409 dollars. Due to the recent frequent and relatively large changes in silicon material prices, according to Longji’s official announcement, the price of silicon materials will increase by RMB 3 per kilo, and the price of silicon wafers will be raised by RMB 0.05 per piece. It is predicted that monocrystalline silicon wafers will follow the price of silicon materials in the short term. Price adjustments are made immediately when prices rise. Monocrystalline silicon wafers are affected by the continuous price increase of monocrystalline materials and the expectation psychology of manufacturers worrying about the interruption of materials.
This week, polysilicon wafer companies continued to respond to the rising costs of silicon materials, and the transaction price rose across the board, falling between RMB 1.55-1.65 per piece, with an average price of RMB 1.65 per piece. Although the Indian market, which is dominated by polycrystalline, still has stable demand support after the unblocking, the average price is 1.65 yuan per piece recently. The Indian market, which is dominated by polycrystalline, has stable demand support after unblocking. However, due to the negative impact of the recent increase in polycrystalline silicon wafers, and the current high price of polycrystalline materials, domestic polycrystalline silicon wafer companies bear risks and pressures. Days have increased dramatically, and they are reluctant to take high risks to increase operations. Some polysilicon wafer companies have begun to reduce their purchases of polycrystalline materials and even lower their operating rates. Although the current situation of polycrystalline silicon wafer prices has increased compared with the previous period, most of the profits flow back to the silicon material link, and the profits of polycrystalline silicon wafer companies will not be too optimistic. Affected by rising domestic prices, overseas polysilicon wafers have followed an upward trend this week, with prices falling between US$0.203-0.215 per wafer, with an average price of US$0.209 per wafer.
With the significant price increase at the upstream end, cell manufacturers quickly responded to their quotations. On 8/10, the leading cell manufacturer Tongwei’s quotation increased from the official price of 0.89 yuan at the end of July to 0.97 yuan (G1, M6). Same price), an increase of up to 9%.
The negotiations between the battery and the component side have not yet ended. During the SENC period, few new orders have been signed. Most battery factories have temporarily postponed the negotiation of new orders. Large orders are still in the negotiation stage. However, most manufacturers think it is difficult for the price to rise to RMB 0.97. The negotiated price is being shipped, so this week’s average price for G1 is RMB 0.9-0.91 per watt and RMB 0.92-0.93 per watt for M6. In the overseas part, the advantage of the price of components sold abroad has made overseas more accepting of this price increase. Recently, overseas and domestic prices have diverged. The average overseas price of G1 has risen to US$0.12 per watt, while that of M6 has fallen per watt. 0.122 yuan USD.
For polycrystalline cells, the price of silicon wafers continued to rise, coupled with the gradual stabilization of Indian demand, the price rebounded slightly, and the average price reached 2.6 yuan per piece. However, the demand for polycrystalline silicon will gradually weaken in the future. In terms of polycrystalline silicon wafers, the loss of polycrystalline silicon wafers will continue to increase.
The quotations of components in the SNEC exhibition climbed to RMB 1.6-1.7 per watt. Recently, overseas quotations have also increased by 1-1.5 cents per watt. However, the previously completed orders have not changed significantly, while the newly completed orders It is the terminal power station that is still waiting and watching, and the component factory still hopes to continue to maintain customer relationships to stabilize the shipment layout next year, resulting in recent component buyers and sellers are reluctant to sign orders at this time, so that in the near future except for domestic ones that are rushing to connect to the grid this year Apart from the obvious increase in the bid opening price of the project, there are not many new orders.
However, the price of more than RMB 1.6 per watt makes some projects prefer to delay the grid connection rather than pay at this time, but the rising prices of silicon materials, silicon wafers, and solar cells also make it difficult for modules to be connected at less than 1.6 yuan. However, under the stalemate between buyers and sellers, demand in the fourth quarter of this year will inevitably begin to suffer.