Price Trend: Market Demand Is Gradually Rising; Capacity Supply is Critical to Manufacturers’ Survival

published: 2018-11-29 17:09 | editor: | category: Price Trend

Market demand has began to increase this week. Polysilicon and si-wafer manufacturers have accepted orders on a non-loss basis; even if the demand starts to warm up, stabilizing the price is the primary goal. The PV cell and module sectors were based on different market demands and there were corresponding changes. The demand side of the overall market reflected different time periods of the regional markets at home and abroad. Once the demand signals are consistent, the market is expected to experience prosperity again.

Polysilicon

This week, the market demand for polysilicon was still low. Although the inventory level gradually increased, manufacturers couldn’t easily lower the previous price. The price didn’t have much room for correction, so it remained stable. As some small- and medium-sized manufacturers have begun to produce at below cash cost last week, some first-tier manufacturers are following in suit. Yet, the overall operation was in the form of selective order. So far, domestic multi-si material price has been RMB73-80/KG, and mono-si material price has been RMB80-82/KG. Overseas price has remained at USD8.5-10.2/KG.

Si-wafer

This week, the price of si-wafer continued to maintain stability overseas, and there were some changes in China. Major manufacturers of mono-si wafer did not make price adjustments this month, which is estimated to be related to the increase in market demand; multi-si demand began to loosen. Although the price range was limited, the average price remained unchanged, mainly due to capacity adjustment and the temporary exit of some small- and medium-sized manufacturers. So far, domestic mono-si price has remained at RMB3.00-3.10/Pc, with the average price falling to RMB3.05/Pc. Multi-si price has increased to RMB2.08-2.20/Pc. Black silicon product price has increased to RMB2.25/Pc. Overseas prices have been unchanged. 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, small- and medium-sized PV cell manufacturers have reduced production, but the supply of large manufacturers was still prosperous, regardless of the demand for mono-si or multi-si PERC products, echoing the trend mentioned last week. So far, the prices of all domestic products in China have increased at the same time. Domestic general multi-si price has been RMB0.83-0.86/W, with the average price increasing to RMB0.85/W. General mono-si price has been RMB1.00-1.08/W, with the average price increasing to RMB1.04/W. High-efficiency mono-si price has been RMB1.12-1.20/W, with the average price increasing to RMB1.16/W. Ultra-high efficiency mono-si (>21.5%) price has slightly grown to RMB1.20-1.30/W, with the average price increasing to RMB1.25/W.

Overseas prices have been unchanged. General multi-si price has remained at USD0.093-0.130/W. General mono-si price has remained at USD0.121-0.129/W. High-efficiency mono-si price has remained at USD0.145-0.165/W. Ultra-high efficiency mono-si (>21.5%) price has remained at USD0.160-0.172/W. Yet, double-sided PV cell price has slightly increased to RMB1.28-1.33/W.

Module

Although there were module demands in China this week, the price trend didn’t be affected; relatively speaking, overseas demand has slightly improved, and the transaction price has changed according to different regions. So far, the prices of all domestic products in China have been maintained at the same time. 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 USD0.210-0.265/W, with the average price falling to USD0.211/W. High-efficiency multi-si price has decreased to USD0.215-0.275/W, with the average price falling to USD0.229/W. General mono-si price has remained at USD0.242-0.360/W. High-efficiency mono-si price range has been corrected to USD0.265-0.380/W, with an unchanged average price of USD0.275/W.

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