Eleventh National Day, the price of the photovoltaic industry chain fluctuated slightly, the two leading silicon wafer manufacturers collectively reduced their prices, and some silicon wafer manufacturers dumped their goods and cleared their inventories. The pressure on component prices continued to decline, and the upward transmission pressure continued, and the price of cells continued to fall.
Details are as follows:
Polysilicon: Price differentiation
Last week, silicon materials continued to maintain a tight supply trend, and the production and climbing of silicon materials did not meet expectations. The previous explosion and fire in a factory had a negative impact on production, and the specific recovery remains to be verified. In terms of
price, the price of silicon materials stopped rising this week after rising for 12 consecutive weeks, of which the transaction price of N-type materials was 900-99,000 yuan/ton, with an average of 93,300 yuan/ton; the transaction price of monocrystalline materials was 780-87,000 yuan/ton, with an average of 82,300 yuan/ton; The transaction price of monocrystalline dense material is RMB 760-85,000/ton, with an average of RMB 80,400/ton; the transaction price of monocrystalline cauliflower material is RMB 730-82,000/ton, with an average of RMB 77,600/ton.
According to InfoLink, the price of silicon materials has been divided this week, with the price of leading manufacturers rising slightly, while the second and third-tier companies have maintained their previous quotations or even declined slightly, the first differentiation since the third quarter. The industry believes that on the one hand, this situation is related to the upward transmission of cost pressure in the component sector.
On the other hand, the accumulation of downstream silicon wafer enterprises has not been effectively alleviated, and the superimposed production of new projects may weaken the willingness to purchase silicon materials.
Silicon chip: Double bibcock collective depreciates, inventory pressure still is in
since the beginning of September, silicon chip price turns from rise to fall, appear up to now 4 weeks of successive depreciate. Silicon Branch data show that the average price of M10 monocrystalline silicon wafers is 3.09 yuan per piece, down 8.04% from the previous month ; The average price of N-type 182mm silicon wafers was 3.19 yuan/piece, down 7.54% from the previous month , while the price of G12 silicon wafers was relatively strong, with an average price of 4.07 yuan/piece, down only 2.86% .
Last week, two leading silicon wafers, Longji Green Energy and TCL Central, successively lowered the price of silicon wafer products, with the price of Longji P-type 182 silicon wafers reduced by 8.28% . The price of P-type and N-type silicon wafers in TCL Central Ring also dropped by more than 6%. At present, the downward trend of silicon wafers is consistent with that of downstream batteries and components, on the one hand, it is the result of the game with downstream, on the other hand, it is also related to the pre-holiday inventory clearance in the market.
At the same time, a number of silicon wafer projects also ushered in new progress this week. The high measurement 12GW silicon wafer project was officially started and entered the stage of capacity climbing. Longji 100GW silicon wafer was put into production soon. Jinko 56GW silicon wafer project Jikelan 10GW silicon wafer was officially started, and Longji 32GW silicon wafer project was signed.
New projects were put into operation, old production capacity maintained a high operating rate, inventory continued to accumulate, inventory pressure gradually emerged, under the influence of multiple factors, some silicon wafer enterprises showed willingness to reduce production.
Batteries: New projects were put into production intensively, and P and N inventories were differentiated
. Last week, the price of batteries continued to decline. The transaction price of P-type M10 size batteries dropped to 0.65-0.66 yuan/W, down 2.99% from the previous month, and the transaction price of G12 size batteries was around 0.7 yuan/W. In terms of TOPCon, the price of N-type battery per watt will be below 0.7 yuan, and the price difference with N-type battery will be about 5-7 cents. However, the decline in the price of upstream silicon wafers has eased some of the pressure on battery manufacturers to a certain extent.
According to the statistics of Digital New Energy DataBM. Com, as of 28, a total of 39 GW battery production capacity entered the production climbing stage this week, the existing battery manufacturers still maintain a high start-up rate, inventory has rebounded. From the perspective of downstream procurement, P-type batteries are still the mainstream in the current market, while N-type batteries are gradually replacing some inefficient old products, but it still takes time, and P-type and N-type inventories continue to differentiate.
Components: The price is stable, and the overseas market may be heavy
. This week, the price of components has changed from falling to stopping. The price of M10 monocrystalline single glass PERC components is between 1.11-1.28 yuan/W, and the price of double glass is between 1.12-1.3 yuan/W. In terms of G12 components, single-sided single-wave components are 1.15-1.28/W, and the price of double-glass is between 1.16-1.3 yuan/W. The price of N-type TOPCon double-glass module is about RMB 1.21-1.35 per watt. Although the mainstream price stopped falling, there are still some manufacturers selling at low prices. On
the supply side, the start-up of components is slowing down, and it is not clear whether the demand for installed capacity in the fourth quarter is better or not, but the overseas market may turn around. With the end of the traditional holidays in Europe, the backlog of components in Europe is expected to ease in the fourth quarter.
However, after entering the fourth quarter, some manufacturers in order to sprint the annual shipment target, the market may have a low price impulse phenomenon, the price stability of the photovoltaic industry chain is under considerable pressure.
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