of
Silicon Materials Last week, the price of P-type monocrystalline dense materials was flat on a month-on-month basis, reaching 31,000 yuan/ton, down 29.55% year on year; the price of N-type silicon materials was 38,000 yuan/ton, flat on a month-on-month basis, down 27.62% year on year; N-type granular silicon was 36,000 yuan/ton, which was flat on a month-on-month basis and decreased by 24.21% on a year-on-year basis. During the week, the overall inventory of polysilicon remained high, and the purchasing enthusiasm of downstream enterprises was weak, but the willingness of silicon enterprises to stand up to the price increased, and the expectation of production reduction increased.
Figure 1: Price Trend
of N-type Silicon Material Data Source: Digital New Energy DataBM. Com
Figure 2: Price Trend
of N-type Granular Silicon Data Source: Digital New Energy DataBM. Com II.
According to the data of Digital New Energy DataBM. Com, the price index of TOPCon double-sided 182 photovoltaic modules was 0.68 yuan/W last week, which was flat annually. The price index of TOPCon double-sided 210 PV modules was RMB0.69/W, flat on a month-on-month basis; the price index of TOPCon double-sided 210R PV modules was RMB0.68/W, flat on a month-on-month basis; the price index of HJT double-sided 210 PV modules was RMB0.73/W, down by 1.35% on a month-on-month basis. During
the week, the price of photovoltaic modules has been differentiated, but the price of TOPCon modules is generally stable, HJT is still falling, affected by market demand, the price is weak.
Table 1: Last Friday's Photovoltaic Module Price Index (CPMPI)
Source: Digital New Energy DataBM. Com
Figure 3: Trend
of Photovoltaic Module Price Index in the Past Month Source: Digital New Energy DataBM
Last week, downstream silicon wafers, batteries, components and other sectors have not completely stopped falling, but the willingness of silicon wafer and silicon material enterprises to stand up has increased, and enterprises will continue to ease the downward pressure on prices by reducing production and self-discipline. From the perspective of the upstream industrial silicon sector, the price still maintains a continuous downward trend, the market pressure is great, and with the advent of the wet season, the contradiction between supply and demand or further deterioration.
Therefore, from the perspective of silicon materials, although the price of enterprises is increasing and the production reduction is expected to rise, if no further agreement is reached on the production reduction, the price of silicon materials can still be further reduced. At present, it is expected that the reduction of production will mainly stabilize prices, which is not enough to support a rebound in prices.
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