This week, the overall market price began to show both upward and downward trends. Regardless of the upstream polysilicon or downstream module, due to different factors, overseas and domestic markets were different. The price range tended to shrink, and the change in average prices was no longer significant.
In terms of the subsequent overall market trend, so far, the order visibility has been less than one month, mainly for overseas emerging markets. The traditional overseas market has started to stock up. It is estimated that after a few weeks, China’s domestic demand will warm up, and the next momentum will be more obvious.
Polysilicon
This week, polysilicon market price began to show both upward and downward trends. The price range gradually narrowed, but the average price almost remained unchanged. There were signs that market prices began to express an incorrect message between supply and demand. Different trading objects and content will affect the market price trend. So far, domestic multi-si material price has been 59-65RMB/KG, with the average price remaining at 63RMB/KG. Mono-si material price has grown to 73-76RMB/KG, with the average price increasing to 75RMB/KG. Overseas price has decreased to 8.88-11.29USD/KG, with the average price dropping to 9.79USD/KG.
Si-wafer
This week, the si-wafer market also had mixed price movements. For the multi-si market, demand was higher than supply, but the price did not reflect the problem of uneven supply and demand. The main reason was that the manufacturers who can provide capacity were originally lacking in the state. For mono-si market, it was flat and stable, but some PV cell manufacturers began to convert the application of large-size si-wafer. Thus, the spread of the two at the same time mixed into the transaction price, resulting in the increase of mono-si price. So far, overseas mono-si wafer price has remained at 0.405-0.425USD/Pc. Multi-si price has decreased to 0.250-0.260USD/Pc, with the average price dropping to 0.253USD/Pc. Black silicon product price has declined to 0.280USD/Pc. Domestic mono-si price has increased to 3.02-3.15RMB/Pc, with the average price growing to 3.08RMB/Pc. Multi-si price has remained at 1.90-2.00RMB/Pc, with the average price dropping to 1.94RMB/Pc. Black silicon product price has increased to 2.13RMB/Pc.
PV cell
This week, overseas PV cell market continued to stabilize, while there was a mixture of increased and decreased prices for the domestic market. 325W (general multi-si) and 300-305W (high-efficiency mono-si) PV cells are in short supply, resulting in out-of-stock phenomenon, mainly for the supply of overseas emerging markets. So far, overseas general multi-si price has remained at 0.115-0.129USD/W. General mono-si price has dropped to 0.121-0.128USD/W, with the average price falling to 0.125USD/W. High-efficiency mono-si price has been 0.155-0.160USD/W, with the average price remaining at 0.158USD/W. Ultra-high efficiency mono-si (>21.5%) price has remained at 0.156-0.185USD/W, with the average price remaining unchanged, at 0.174USD/W.
Domestic general multi-si price has increased to 0.81-0.86RMB/W, with the average price growing to 0.85RMB/W. General mono-si price has decreased to 0.90-0.95RMB/W, with the average price dropping to 0.93RMB/W. High-efficiency mono-si price has remained at 1.13-1.20RMB/W, with the average price rising to 1.16RMB/W. Ultra-high efficiency mono-si (>21.5%) price has been 1.18-1.32RMB/W, with the average price remaining at 1.22RMB/W. Double-sided PV cell price has remained at 1.18-1.27RMB/W.
Module
This week, module market price was stable. Affected by the upstream, the market at home and abroad saw both upward and downward price movements. So far, overseas general multi-si (270-275W) price has increased to 0.205-0.255USD/W, with the average price rising to 0.225USD/W. High-efficiency multi-si (280-285W) price has increased to 0.230-0.247USD/W, with the average price rising to 0.233USD/W. General mono-si (290-295W) price has been 0.231-0.251USD/W, with the average price remaining at 0.2470USD/W. High-efficiency mono-si (300-305W) price has dropped to 0.271-0.285USD/W, with the average price falling to 0.277USD/W. Ultra-high efficiency mono-si (>310W) price has been 0.281-0.365USD/W, with the average price remaining at 0.285USD/W.
Domestic general multi-si price has been 1.68-1.75RMB/W, with the average price remaining unchanged, at 1.71RMB/W. High-efficiency multi-si price has increased to 1.80-1.86RMB/W, with the average price growing to 1.83RMB/W. General mono-si price has increased to 1.83-1.90RMB/W, with the average price growing to 1.87RMB/W. High-efficiency mono-si price has increased to 2.05-2.10RMB/W, with the average price rising to 2.07RMB/W. Ultra-high efficiency mono-si price has been 2.10-2.20RMB/W, with the average price remaining at 2.15RMB/W.
