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Unlike the last three months, mono-si wafer price decreased unexpectedly this week, and the main reason for this is not yet known. The pressure of the supply side for polysilicon is still huge, and some manufacturers have been forced to either postpone the start of their new capacity or to suspend the recovery of existing capacity. For si-wafer, mono-si wafer price reduction boosted the decrease of multi-si price. The market status of PV cell and module is similar to the previous weeks, and only high-efficiency product demand increased. Overall, the market may need new momentum to maintain the balance between supply and demand.
Polysilicon
This week, the overall polysilicon price dropped, and the decrease of multi-si material price was larger, but the overall price appears to have room to fall. Orders of October for first-tier polysilicon manufacturers have been signed, with less impact; but previously closed small- and medium-sized plants or production lines with higher production costs are deciding whether to restart production lines or continue production stoppages.
Overseas polysilicon price moved closer to the domestic price. So far, domestic multi-si material price has reached RMB73-82/KG, with the average price falling to RMB77/KG. Mono-si material price has been RMB81-88/KG, with the average price falling to RMB84/KG. Overseas price has decreased to USD9.0-10.2/KG, with the average price falling to USD9.8/KG.
Si-wafer
This week, si-wafer price continued the trend of last week. Although the leading manufacturer of mono-si wafer reduced the price, the actual difference with the market price was not much, so the price still showed a steady decline pattern. Multi-si wafer price fell owing to weak demand and high inventory level. So far, domestic mono-si price has remained at RMB3.00-3.20/Pc, and multi-si price has dropped to RMB2.07-2.20/Pc. Black silicon product price has been maintained at RMB2.25/Pc. Overseas mono-si price has decreased to USD0.380-0.400/Pc, with the average price falling to USD0.390/Pc. Multi-si price has dropped to USD0.267-0.280/Pc, with the average price falling to USD0.275/Pc. Black silicon product price has been lowered to USD0.315/Pc.
PV cell
This week, for PV cell, the market status of mono-si was good, while multi-si was poor. Besides, the overseas market was better than the domestic market. The capacity of first-tier manufacturers was full, and the capacity utilization of second- and third-tier manufacturers was below 40%. So far, domestic general mono-si price has been RMB1.00-1.06/W. High-efficiency mono-si price has slightly increased to RMB1.12-1.17/W, with an unchanged average price of RMB1.15/W. Ultra-high efficiency mono-si (>21.5%) price has grown to RMB1.16-1.22/W, with an unchanged average price of RMB1.18/W. General multi-si PV cell price has slightly decreased to RMB0.80-0.85/W, with the average price falling to RMB0.83/W. Double-sided PV cell price has remained at RMB1.20-1.30/W.
For overseas general mono-si products, the price range has been narrowed to USD0.123-0.129/W, and high-efficiency mono-si price has been lowered to USD0.142-0.165/W, with an unchanged average price of USD0.157/W. Ultra-high efficiency mono-si (>21.5%) price has fallen to USD0.148-0.168/W. Multi-si price has remained at USD0.102-0.133/W.
Module
This week, due to the lack of specific demand momentum in the market, module price didn’t change much. So far, the price range of domestic general multi-si (270-275W) has been narrowed to RMB1.75-1.85/W. High-efficiency multi-si (280-285W) price has been extended to RMB1.80-1.93/W. The price range of general mono-si (290-295W) has been extended to RMB1.83-1.96/W. High-efficiency mono-si (300-305W) price has also beenextended to RMB2.12-2.20/W. Ultra-high efficiency mono-si (>310W) price has reached to RMB2.20/W.
Overseas general multi-si price has been USD0.218-0.290/W, with the average price dropping to USD0.219/W; high-efficiency multi-si price has remained at USD0.220-0.280/W. The price range of general mono-si price has been narrowed to USD0.246-0.370/W, and high-efficiency mono-si price has shrunk to USD0.265-0.395/W.
