Recently, the Silicon Branch has released the price of polysilicon and silicon wafers, in which the price of polysilicon has fallen across the board after several weeks of stagnation, while the price of silicon wafers has fallen sharply for the second time in a row.
At the same time, the prices of batteries and components are also continuing to fall. Fourth quarter polysilicon transaction price (2023.10.11)
Secondly , the production capacity of silicon materials continued to expand. Last month, the overhaul enterprises resumed their output one after another. In addition, the new production capacity of enterprises such as Hesheng and Hongyuan was released, and the supply of silicon materials gradually increased.
Thirdly , although the inventory of silicon material enterprises is at a low level, the operating rate of downstream silicon wafer enterprises is reduced and the purchase is weakened, so that the inventory is gradually transferred from downstream silicon wafer enterprises to upstream silicon materials again, and silicon materials will bear the inventory pressure again.
According to the statistics of Silicon Branch, the output of polysilicon in September was 126,200 tons, up 8.48% on a month-on-month basis and up 64.1-9 million tons on a year-on-year basis, up 87.10
% on a year-on-year basis! Spot price of silicon wafers
on October 12 Unit: yuan/piece
Data source: Silicon Branch
Among them, according to Digital New Energy DataBM.M6 and M10 are also approaching the lowest value in two years.
2022-2023 Silicon Wafer Price Trend Chart
In addition, on September 25 and 26, two leading silicon wafers, Longji Green Energy and TCL Central, announced the latest silicon wafer prices. The price of Longji Green Energy P-type M10 150 μm silicon wafer was reduced by 0.28 yuan/piece, down 8. The price of TCL Zhonghuan's latest P-type 150 μm silicon wafer was also
reduced by 6-7. The leader took the lead in opening the curtain of silicon wafer price reduction in the fourth quarter. Prices of
batteries and components also fell
sharply this week, with prices of mainstream size batteries falling sharply, with the mainstream transaction prices of P-type M10 and G12 size batteries at 0.6 yuan/W and
0.N-type batteries. This week, the price of TOPCon (M10) cells fell to 0.64-0.0 per watt
, and the price of M10 single crystal PERC cells dropped to 0.58 yuan/W, down 10
from the previous month . There is no significant reduction in production load in the battery sector, but from the battery purchasing side, the enthusiasm to stock up and take goods has declined. On
the component side, on October 9, the successful candidates for the procurement of photovoltaic module equipment for the Inner Mongolia New Energy Project of the State Energy Group were announced, and Longji and Jingke Energy were shortlisted, with the lowest bidding unit price as low as 1. It is rumored that the price of the second and third lines in the market has fallen below 1.
In the fourth quarter, a large number of new production capacity needs to be released, and there are many
challenges. The peak production period of photovoltaic projects in the fourth quarter is approaching. The release of new production capacity and the increase of supply will inevitably increase the pressure on the balance of supply and demand.
For example, in the polysilicon sector, there is still a gradual release of new production capacity in the field of polysilicon this year. According to the incomplete statistics of the digital new energy DataBM. Com, the production capacity of polysilicon to be put into production in the fourth quarter is about 106.
Nearly 100GW battery projects and over 40GW component projects have entered the production stage.
same judgment is also confirmed by PVInfolink. It said that although the short-term price trend of silicon wafers will continue to show a slow decline, it is expected that there will be little room for subsequent price declines under the production cost line of manufacturers. If the manufacturer's production reduction plan is implemented as scheduled, the price will be expected to stabilize further, and even the phenomenon of excessive production reduction and slight price rebound in the past will occur again.
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