silicon
materials this week is the same as that of last week. The mainstream transaction price of monocrystalline materials is 83 yuan/KG, and the mainstream transaction price of monocrystalline dense materials is 81 yuan/KG; the quotation of N-type materials is 92 yuan/KG. From the perspective of the
supply side, the accident of the large silicon material factory affected part of the output, and the new production capacity of the silicon material was released one after another. However, the actual output was limited, and the overall supply was still tight. From the perspective of the demand side, the production schedule of silicon wafers increased significantly in September, and the demand for the purchase of silicon materials by the crystal pulling factory continued to be hot. This month, the centralized signing of orders for silicon materials was generally over, and the market turnover was relatively limited this week; The tight supply and demand situation of silicon materials still exists, but the downstream market wait-and-see sentiment is getting stronger, and the price of silicon materials remains stable for the time being. The price of
silicon wafers
remained unchanged this week. The mainstream transaction price of M10 silicon wafers was 3.35 yuan/wafer; the mainstream transaction price of G12 silicon wafers was 4.35 yuan/wafer.
From the supply side, the silicon wafer production schedule increased significantly in September, and some silicon wafer enterprises faced the problem of production reduction due to the difficulty in purchasing silicon materials; from the demand side, the price of solar cells continued to fall due to the cooling of downstream sentiment, and the purchasing enthusiasm of some solar cell enterprises for silicon wafers weakened; The overall supply and demand of silicon wafers maintained a tight balance, the price of upstream silicon materials was stable and the sentiment of downstream price reduction was gradually transmitted upward. The price rise of silicon wafers lacked strong support, and the price is expected to remain stable in the short term.
This week, the price of batteries continued to decline slowly. The mainstream price of M10 batteries was 0.73 yuan/W, the mainstream price of G12 batteries was 0.72 yuan/W, and the price of M10 monocrystalline TOPCon batteries was 0.78 yuan/W.
From the supply side, the cell sector still maintained full production, and the overall supply was relatively adequate; from the demand side, the pressure of component cost was transmitted to the cell sector, and some specialized component enterprises maintained a state of production reduction, which reduced the demand for cell procurement; Some cell companies are under the pressure of shipment, low insurance policies, but component companies have a strong mentality of price reduction, and it is expected that the price of cells will maintain a slow downward trend in the short term.
Component
prices remained stable this week, with the mainstream transaction price of 182 single-sided single crystal PERC components being 1.21 yuan/W, the mainstream transaction price of 210 single-sided single crystal PERC components being 1.23 yuan/W, and the transaction price of 182 double-sided double-glass single crystal PERC components being 1.23 yuan/W. The mainstream transaction price of 210 double-sided double-glass single crystal PERC modules is 1.24 yuan/W.
From the supply side, the component start-up is mainly supported by the first-line large factories, and some specialized component enterprises continue to reduce production and put pressure on the upstream; From the demand side, the terminal demand increment is still less than expected, the component market competition is fierce, the integrated component enterprises continue to maintain the advantage of low price, the specialized component enterprises intend to increase, but the price increase support is insufficient, it is expected that the component price will remain stable in the short term. In terms of
auxiliary materials, the price of glass rose sharply this week , with the mainstream price of 3.2mm thick glass at 28 yuan/m2 and 2.0mm thick glass at 20 yuan/m2, up 7.69% and 11.11% respectively. Recently, no new production capacity of photovoltaic glass has been put into operation for the time being, and the market transaction situation is still acceptable. However, the price of soda ash remains high, and glass enterprises are forced to increase due to cost pressure.
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