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 13.89% year on year; the price of N-type silicon materials was 37,000 yuan/ton, flat on a month-on-month basis, down 10.84% year on year; N-type granular silicon 34 thousand and 500 yuan/ton, the ring ratio is flat, down 8% year on year. Week, silicon plant production has not been unified, downstream demand is difficult to help, inventory is still hovering at a high level, the price is weak and stable.
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, which was flat annually. The price index of TOPCon double-sided 210 PV modules was RMB0.69/W, representing a decrease of 1.45% on a month-on-month basis, and 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, flat on a month-on-month basis. During the week, low-price enterprises increased their sales efforts, while the downstream tended to wait and see, the price of photovoltaic modules was easy to fall and difficult to rise, and the overall price was still falling.
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
Recently, the downstream battery components and silicon wafers have stabilized, and the overall operating pressure of enterprises has been increasing after the price continues to fall. Under this background, enterprises in all sectors have adjusted their production schedules, and the market game tends to be balanced. From the demand side, after the rush to install, the market demand is getting worse and worse, the distributed demand ebbs, the ground centralized power station shows insufficient support, the price of component collection is also in a downward trend, and the wait-and-see mood is becoming increasingly strong. At present, the silicon wafer factory still has a certain amount of silicon material inventory, while the silicon material factory warehouse is still above 260000 tons, it is difficult to reduce the warehouse, and the downstream enterprises still have the power to reduce the price.
From the cost side, industrial silicon has not stopped falling, the wet season is coming and coal prices continue to fall, short-term prices maintain downward judgment, with the bottom of coal and electricity prices in the later period, the downward space of industrial silicon may gradually narrow. At present, the price of Si4210 industrial silicon is not 9225 yuan/ton, and the main contract Si2507 is 7290 yuan/ton. The willingness of enterprises to support prices is expected to increase.
On the whole, the price of silicon materials is weak and stable for the time being, and it is uncertain whether enterprises can stop production in a unified way.
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