of
Silicon Materials Last week, the price of P-type monocrystalline dense materials remained flat on a month-on-month basis, reaching 31,000 yuan/ton, down 15.03% on a year-on-year basis; the price of N-type silicon materials was 37,000 yuan/ton, down 2.63% on a month-on-month basis and 10.84% on a year-on-year basis; N-type granular silicon was 34 thousand and 500 yuan/ton, down 3.598% from the previous year and 8% from the previous year. During the week, the polysilicon inventory remained high, the downstream silicon wafer production market was light, the price of silicon materials was still declining, and the silicon material enterprises still needed to take action to stabilize the price.
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 0.67 yuan/W last week, down 1.47% 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 210 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 1.37% on a month-on-month basis. During the week, the leading enterprises wanted to raise prices, but the market demand weakened and some enterprises cleared their warehouses and reduced prices, so the trend of price increase was still difficult to take shape, and prices were mixed.
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, cell prices still fell back, but silicon wafer prices showed signs of stabilization. Large silicon wafer manufacturers actively supported prices and pushed forward production cuts. The supply-demand relationship is expected to ease, but the demand for silicon materials may further weaken. From the cost side, industrial silicon has not stopped falling, and the market price has fallen significantly last week, and the market sentiment is low. From the perspective of
comprehensive cost and downstream market, the current position of silicon material price may still be further downward, but the downward space tends to be more limited, enterprises are more inclined to reduce production and stabilize prices, and the short-term market price is expected to be weak and stable.
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