Price Trend: Big Businesses Will Get Bigger; Policies Will Help Stimulate Demand

published: 2018-11-22 16:34 | editor: | category: Price Trend

This week, the overall market is still steadily moving forward. Polysilicon and si-wafer manufacturers have mainly focused on the depth of the future supply chain development and are currently accepting orders on a non-loss basis. In terms of PV cell and module, the market visibility remains high, but the scale isn’t large enough. On the demand side, after the adjustment of China’s domestic demand policy, it is expected to gradually lead to reasonable market activity. The overseas orders are mainly taken by the first-tier manufacturers, and the big businesses on the supply side are expected to continue growing.

Polysilicon

This week, the price of polysilicon was stable. Multi-si material had fewer orders, and the price has been unable to fall. There were new orders for mono-si material, and the price has also stabilized. The orders of the first-tier manufacturers have been placed till December, and the inventory level has dropped to a reasonable range of about 3,000 tons. Manufacturers at home and abroad continued to carry out maintenance work to adjust and control the overall supply. The overall capacity of polysilicon this month is expected to reach 21,000 tons. So far, domestic multi-si material price has been RMB73-80/KG, and mono-si material price has been RMB80-84/KG. Overseas price has decreased to USD8.5-10.2/KG, with the average price falling to USD9.54/KG.

Si-wafer

The overall price of si-wafer was stable this week. Although the demand for mono-si continued to be strong, the price range remained unchanged; multi-si didn’t have much demand, but supply adjustment was appropriate, making the prices stable. So far, domestic mono-si price has remained at RMB3.00-3.10/Pc. Multi-si price has remained at RMB2.07-2.15/Pc. Black silicon product price has remained at RMB2.20/Pc. Overseas mono-si price has remained at USD0.380-0.390/Pc. Multi-si price has remained at USD0.254-0.269/Pc. Black silicon product price has remained at USD0.305/Pc.

PV cell

This week, the focus of PV cell market was still high-efficiency products. The demand for mono-si and multi-si PERC has increased, but prices between the large and small manufacturers have been swinging back and forth, making the final price of the market the same as last week. Afterwards, it is expected that big businesses will grow bigger.

So far, domestic general multi-si price has been RMB0.80-0.85/W. General mono-si price has been RMB1.00-1.06/W. High-efficiency mono-si price has been RMB1.12-1.17/W. Ultra-high efficiency mono-si (>21.5%) price has slightly grown to RMB1.20-1.25/W. Overseas general multi-si price has slightly declined to USD0.093-0.130/W, with the average price falling to USD0.095/W. General mono-si price has remained at USD0.121-0.129/W. High-efficiency mono-si price has increased to USD0.145-0.165/W. Ultra-high efficiency mono-si (>21.5%) price has enlarged to USD0.160-0.172/W. Double-sided PV cell price has remained at RMB1.25-1.30/W.

Module

Only a small number of regions had module deals this week. There was still no market for multi-si products, and the transaction price was slightly affected; mono-si module could maintain the price under the support of end demand. So far, domestic general multi-si (270-275W) price has remained at RMB1.78-1.85/W. High-efficiency multi-si (280-285W) price has remained at RMB1.80-1.93/W. General mono-si (290-295W) price has remained at RMB1.83-1.96/W. High-efficiency mono-si (300-305W) price has remained at RMB2.12-2.20/W. Ultra-high efficiency mono-si (>310W) price has remained at above RMB2.20/W.

Overseas general multi-si price has been lowered to USD0.210-0.270/W, with the average price falling to USD0.213/W. High-efficiency multi-si price has decreased to USD0.218-0.275/W, with the average price falling to USD0.236/W. General mono-si price has remained at USD0.242-0.360/W, with the average price increasing to USD0.253/W. High-efficiency mono-si price has remained at USD0.265-0.390/W.

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