of
silicon materials and the mainstream price of silicon materials continue to rise, which continuously reflects the peculiar upside-down relationship between supply and demand in the upstream link, and the order arrangement and delivery frequency of the mainstream large factories still can not meet the demands of the crystal pulling link up to now. Even individual crystal pulling enterprises are desperate to sign compact and re-feeding at a relatively aggressive price. The price of compact re-feeding for individual zero orders has risen to 81-85 yuan per kilogram, but at present, the order volume is relatively small. For the rebounding mainstream price of silicon materials, where the acceptance of downstream components is the focus of attention in the industry, but it is doubtful which link is boosting the price rebound between the current strong callback of silicon wafer prices and silicon material prices. Component scheduling and shipment at the end of the
third quarter are still the focus, but from the effective supply and growth scale of upstream links alone, the supply increment in September is limited. The price
of
silicon wafers is affected by various current supply and demand mismatches, and the demand for purchasing silicon wafers remains strong. The leading manufacturers of silicon wafers updated their quotations again on the evening of Monday 8/21. This time, the official price of silicon wafers increased by 3-6% regardless of the products, and the short-term silicon wafer sector still has the momentum of price increase. This week, the overall transaction price guides the upward trend. In the P-type part, the M10 size is the most serious due to the shortage of supply. Most manufacturers have signed the updated price. The mainstream transaction price comes to the price of 3.33-3.35 yuan per piece, while the G12 size is the second due to the shortage of supply. Battery manufacturers are still accepting the updated quotation for delivery. At present, the mainstream transaction price falls around 4.35 yuan per piece, and there are still a few manufacturers who continue to negotiate the game. In the N-type part, under the thickness of 130µm, the mainstream price of M10 and G12 is also 3.47 and 4.47 RMB per piece. Regardless of N/P type, G12 size maintains relatively excellent cost performance.
With the subsequent implementation of the new price by manufacturers, it is expected that the price of silicon wafers will remain stable next week. The price trend in September still needs to be evaluated in many ways. Regardless of the production capacity of silicon wafers, the price momentum support of silicon materials and even the price trend of battery links will lead to the subsequent price changes of silicon wafers.
Although the current supply of cells is still not rich, the price of cells remains stable in the short term when component factories can not afford more rising prices.
This week, the overall price of cells was stable. Last week, the mainstream transaction prices of P-type M10 and G12 size cells fell around 0.75 yuan and 0.73 yuan per watt. In the N-type cell sector, the price of TOPCon (M10) cells remained around 0.8-0.81 yuan per watt this week. Observe that the price difference of N/P-type cells is maintained at about 5-6 cents per watt. However, HJT (G12) battery takeout manufacturers are scarce, with prices ranging from 0.85 yuan per watt.
Looking forward to the future, the price support of the cell segment is continuing to decline, and the module price will continue to decline with the implementation of high-priced orders in the early stage by module manufacturers. It will be difficult for the cell price to remain strong in the absence of a significant increase in the subsequent purchasing power. At the same time, although some manufacturers are still actively purchasing batteries because of the cost advantage of integration, it has been seen that some traders and manufacturers have sold the inefficient batteries in advance, which also shows that the market is no longer optimistic about the price of batteries in September. This week's
module
price is still slightly loose relative to last week's level, with the average price stuck between 1.21 and 1.25 per watt. Among them, the average price of centralized projects is about 1.23-1.25 yuan per watt, but the low part has been delivered below 1.2 yuan per watt, and the pre-order delivery is about 1.3-1.35 yuan per watt. The quotation of
distributed projects was first expected to rise in the past few weeks. The first-line manufacturers considered that the sales of some hot-selling models were tight and increased by 1-3 cents per watt, but the acceptance of the owners was limited. The buyers and sellers were still playing a game, and the average price was still slightly loose to 1.2-1.23 yuan per watt. The low price hovered around 1.15-1.18 yuan per watt. The high point is about 1.28 yuan per watt. The
price of N-type is stable this week, and the execution price of Topcon module is about 1.25-1.38 yuan per watt. The premium between overseas price and PERC is about 1 cent, and the price is about 0.17-0.2 US dollars per watt. The price of HJT components is stable between 1.5 and 1.6 yuan per watt, but the spot inventory price is about 1.45 yuan per watt. The overseas price is about US $0.195-0.2 per watt.
This week, China's export execution price is about 0.16-0.18 US dollars per watt (FOB), and the Asia-Pacific region's execution price is about 0.16-0.17 US dollars. European prices are stable, the recent spot price is about 0.15-0.17 euros per watt, the black back version is about a premium of 2-2.5 euro cents, and some manufacturers continue to clear inventory. Due to the nature of futures, the price of ground price projects in the United States is stable in the early stage, while the price fluctuation of distributed projects is chaotic due to the impact of demand, and the current price gap is between 0.3 and 0.42 DDP.
Price description:
The time interval for InfoLink to publicize the price is mainly the price range of the contract being executed and newly signed from Thursday of the previous week to Wednesday of this week. Since May
2023, the public price efficiency of cells has been adjusted to 23.1%, and the RMB price of TOPCon cells has been added.
Due to the gradual decline of market circulation rate M6, the quotation of M6 products has been completely cancelled since January 4, 2023, including silicon wafers, batteries and components. Since January 4,
2023, the cell efficiency has been unified at 23.0%. Since December
2022, the quotation of RMB N-type components has been added. However, there are still few samples in circulation, and the public price can only be used as the reference price of the week. The samples will be adjusted and added at any time in the future. Next year, it is estimated to add the US dollar quotation. Since December
2022, the thickness of silicon wafers has been unified at 150 μm. Since November 9,
2022, the thickness of 210 mm monocrystalline silicon wafer has been reduced from 155 μm to 150 μm. From October
2022, the quotation of polycrystalline modules in India will be cancelled and the quotation of monocrystalline modules will be adjusted to those produced locally in India. Since September
2022, the efficiency of M6/M10/G12 cells has been adjusted to 22.9% or more. Since August 3,
2022, the thickness of the silicon wafer has been reduced from 160 μm to 155 μm, and the price has been adjusted accordingly. Since July
2022, the spot prices of polycrystalline silicon wafers and polycrystalline solar cells have been cancelled. The spot price of
components will be adjusted to distinguish the details, and in addition to retaining the original weighted average price, the domestic distributed and centralized spot prices will be added from July 2022. Since July
2022, the price of components in the United States, Europe and Australia has been changed to 182/210 specifications. From March 16,
2022, the average price of domestic components is mainly based on the ex-factory price of the week (excluding inland transportation costs), and the main statistics are based on the weighted average calculation of distributed, centralized and bid-opening projects, while the low price will mainly reflect the prices of second-line manufacturers or some early projects. Since March
2022, the price of 182/210mm double-sided double-glass components has been added without zoning.
InfoLink's spot prices are based on information from more than 100 vendors. It mainly takes the "mode" data of the most frequently traded transactions in the market as the average price (not the weighted average), but slightly fine-tuned weekly according to the market atmosphere.
In InfoLink spot price information, the RMB price is the domestic demand quotation in China, while the US dollar price is the overseas price in non-Chinese regions, not the direct conversion of RMB into US dollars. The "high point" column
of M10 cells is dominated by the price of Southeast Asian cells.
Component wattage 166 Component wattage is 365-375/440-450 W. The 182 module wattage is 535 W to 545 W and the 210 module wattage is 540 W to 550 W. Since November 16,
2021, the tax rate of 201 in the United States has been adjusted to 15%, and the tax rate of 201 for double-sided components has been exempted. Due to the great change in the tax rate, the price in the United States has been changed to FOB quotation (excluding tax and freight). The
price in India is FOB quotation without tariff.
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