On October 17, the Silicon Branch announced the average price of various types of monocrystalline silicon wafers this week, and the price fell again. At the same time, the Silicon Branch said that at present, according to the current price of raw materials, the vast majority of enterprises are near the break-even point, and some enterprises with backward technology and high cost of non-silicon have lost money , so their enthusiasm for production has been weakened.
To be specific:
this week, the market price transaction was chaotic, the first-line enterprises had a strong price sentiment, and the second-and third-line enterprises rushed to the market at a low price. The average transaction price
of M10 monocrystalline silicon wafers (182 mm/150 μm) dropped to 2.73 yuan/piece , with a week-on-week decrease of 1.8% ; The average transaction price
of N-type monocrystalline silicon wafers (182 mm/130 μm) dropped to 2.84 yuan/piece , with a week-on-week decrease of 1.39% ; The average transaction price
of G12 monocrystalline silicon wafers (210 mm/150 μm) dropped to 3.62 yuan per piece , with a week-on-week decline of 2.16% .
This is the third reduction in the price of silicon wafers since late September.
Data source: Silicon Branch. Drawing: Digital New Energy
Silicon Branch said that the silicon wafer sector is facing losses, and specialized enterprises have once again reduced the operating rate. According to the current price of raw materials, the vast majority of enterprises are near the break-even point, and some enterprises with backward technology and high cost of non-silicon have lost money, so their enthusiasm for production is weakened. Most enterprises maintain a 50% -70% operating rate. It is expected that the production of silicon wafers in October will be lowered again to 52-53 GW, a decrease of 13.5% compared with the previous month. The day
before, the Silicon Branch announced the average transaction price of silicon materials in the industry, and the prices of all kinds of silicon materials remained unchanged from last week, but the main reason was that no new orders were signed , and silicon enterprises were still consuming pre-orders.
Therefore, silicon wafer enterprises continue to significantly reduce the operating rate, reducing the demand for silicon materials, at the same time, new silicon material production capacity, it is expected that the next step of silicon material enterprises in the case of high inventory, prices will also fall.
In addition, the most influential factor in the optical product industry chain this week is the further decline in component quotations.
On October 18, Huadian Group opened the bid for the third batch of component centralized procurement projects in 2023, with a total procurement scale of about 8.95 GW, which is divided into six bidding sections. It is reported that 41 enterprises participated in the bidding for this project.
Among them, the lowest bidding price of p-type modules has fallen below 1 yuan, as low as 0.993 yuan/W! The photovoltaic module industry has entered a historic era of 1 yuan/W. The pressure of price reduction in the
follow-up photovoltaic industry chain will continue to increase. After all, according to the statistics of the Digital New Energy DataBM. Com, in September alone, more than 40 GW component projects and nearly 100 GW battery projects entered the production stage. In the initial stage of the release of new production capacity, it is inevitable to expand the market, and there is still room for the price of batteries and components to fall. With the silicon wafer and silicon material ring, the price will probably not be strong and will continue to decline.
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