Price Trend: Supply Chain Continues to Be Stable, and Price Variability after CNY Holiday Is Not Yet Clear

published: 2019-01-24 16:21 | editor: | category: Price Trend

The overall market continued to maintain a stable pattern this week. Upstream polysilicon and si-wafer manufacturers have regulated capacity to stabilize prices, and there has been requests for quotation after Chinese New Year (CNY). PV cell and module markets are in the final stages of order delivery and stocking due to the upcoming CNY holiday. Overall, the supply chain is estimated to remain active during the CNY holiday, but the state of supply and demand after the holiday is not yet clear and will depend on the actual operating conditions.

Polysilicon

As most of the orders have been extended beyond the CNY holiday, polysilicon trading was quite weak this week, with only a few scattered orders. The price movement space was therefore very limited. So far, domestic multi-si material price has remained at 70-74RMB/KG. Mono-si material price has been adjusted to 78-80RMB/KG. Overseas price has remained at 8.20-9.50USD/KG.

Si-wafer

This week, the si-wafer market’s situation is similar to last week. With the upcoming CNY holiday, manufacturers’ pre-stock action for the subsequent demand was not obvious, mainly follow the upstream footsteps. Manufacturers were more concerned about the market changes after CNY holiday, but the increase or decrease of the price has not yet been known. So far, domestic mono-si price has remained at 3.05-3.10RMB/Pc. Multi-si price has remained at 2.05-2.20RMB/Pc. Black silicon product price has remained at 2.25RMB/Pc. Overseas mono-si and multi-si wafer prices have not changed. Mono-si wafer price has remained at 0.380-0.390USD/Pc. Multi-si price has been 0.261-0.280USD/Pc. Black silicon product price has remained at 0.305USD/Pc.

PV cell

Trading conditions in the PV cell market have been slightly stable this week. Demand for overseas multi-si PV cell is still rising due to pre-New Year stock requirements; for mono-si, there was no change and the demand was steady. So far, domestic general multi-si price has remained at 0.89-0.90RMB/W. General mono-si price has remained at 1.01-1.08RMB/W. High-efficiency mono-si price has been maintained at 1.23-1.28RMB/W. Ultra-high efficiency mono-si (>21.5%) price has grown to 1.23-1.34RMB/W, with the average price increasing to 1.31RMB/W.

Overseas general multi-si price has remained at 0.109-0.137USD/W. General mono-si price has remained at 0.145-0.160USD/W. High-efficiency mono-si price has remained at 0.165-0.175USD/W, with the average price growing to 0.173USD/W. Ultra-high efficiency mono-si (>21.5%) price has increased to 0.175-0.182USD/W, with the average price enlarging to 0.178USD/W. Double-sided PV cell price has stabilized at 1.35RMB/W.

Module

This week, the module market still maintained two conditions: the order and capacity from large manufacturers were full loaded, but small manufacturers started the shutdown early due to weak demand. So far, domestic general multi-si (270-275W) price has remained at 1.78-1.85RMB/W. High-efficiency multi-si (280-285W) price has remained at 1.83-1.93RMB/W. General mono-si (290-295W) price has remained at 1.83-1.96RMB/W. High-efficiency mono-si (300-305W) price has remained at 2.15-2.30RMB/W. Ultra-high efficiency mono-si (>310W) price has remained at above 2.25RMB/W. Overseas general multi-si price has remained at 0.210-0.265USD/W. High-efficiency multi-si price has remained at 0.215-0.275USD/W. General mono-si price has remained at 0.247-0.360USD/W. High-efficiency mono-si price has remained at 0.265-0.380USD/W. Ultra-high efficiency mono-si (>310W) price has remained at 0.284USD/W.

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