The price of silicon wafers is reduced, the upstream game is intensified, and the price of components is expected to be reduced?

· Price Trends

Silicon: Steady growth in output, little price change

The overall production and operation of the silicon material segment is gradually stable, and the output continues to grow slowly. The mainstream price of single crystal dense bulk materials has not changed significantly and significantly, but the mainstream price range has been expanding slightly, and the high price range has dropped.

The atmosphere of anticipation and panic in the market is gradually heating up. On the one hand, it is reflected in the accelerated clearing of the trade link since September. Although the overall proportion is limited, it has released a strong signal in spot trading; on the other hand, the mentality of silicon material buyers The mentality of continuous transformation, continuous reduction of silicon material circulation inventory and redundant volume in the production channel, and minimizing or avoiding the loss of falling prices continues to ferment.

In general, the upstream supply and demand relationship is about to become a critical point at the end of the year, and it is expected that the price of silicon material will hardly fall off a cliff in a short period of time, and further observation is still required in the follow-up.

Silicon wafer: Zhonghuan ushered in the first price cut this year

Since the beginning of this year, the photovoltaic industry chain has continued to rise. In order to relieve the upstream and downstream production capacity and price blockages of the photovoltaic industry chain and improve the supporting supply guarantee capability of the photovoltaic power generation industry chain supply chain, the country requires the reasonable production of polysilicon to be guaranteed, and enterprises are encouraged to reasonably control product prices.

Recently, the prices of three types of silicon wafers updated by TCL Zhonghuan dropped by 3%-4%. The most important reason for this round of silicon wafer price cuts is that the supply and output of upstream silicon materials have greatly increased, prices have fallen slightly, and the inflection point of raw materials has reached. In general, the price reduction window for silicon wafers has opened, and in the peak season of traditional photovoltaic installations in the fourth quarter, it will promote the process of new photovoltaic installations and grid connection.

Solar Cells: Prices are still rising

Although silicon wafers ushered in the first price cut, the price of cells is still rising. In addition to the reasons for silicon materials, the tight supply of the photovoltaic market is also a major reason. Since most of them are long-term orders, the actual market circulation is small, and the price of M10 mainstream size cells continues to rise.

Prices this week for M6, M10, and G12 sizes are around $0.179 per watt, $0.183-0.186 per watt, and $0.183-0.185 per watt. It can also be seen from the transaction price that the current demand for various sizes, the M6 size continues to shrink due to both supply and demand; the mainstream size of M10 is affected by components, although the price of silicon wafers has not eased the supply shortage; due to limited suppliers, the G12 size has decreased in leading manufacturers The supply of takeaways remained in a tight balance.

The price of N-type cells remained stable, with a small share of external sales.


Solar Modules: price stability

Prices remained stable in November, but the pressure on module costs has not eased. The overall price range continued to expand in the fourth quarter. Supported by demand, glass prices also increased slightly this month. The current European module price range is about US$0.25-0.28 per watt, and the execution price of 500w+ double-glass modules remains stable at about US$0.267-0.281 per watt, and the price of single glass does not fluctuate much.

At present, the price of HJT module (M6) is about 0.28-0.3 yuan per watt; the price of HJT module (G12) is about 0.301-0.329 yuan per watt; the price of TOPCon module (M10/G12) is about 0.27-0.28 yuan per watt.

Maysun solar has been focusing on manufacturing high-quality photovoltaic modules since its establishment in 2008. You can contact us for more product information. 




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