Price Trend: Demand Enters a Turning Point, and Subsequent Policies will Affect the Annual Number of Installations

published: 2019-03-07 16:50 | editor: | category: Price Trend

This week, the market still showed an atmosphere of slowing demand, and the change in stock-up momentum may be a warning for price fluctuation. Upstream polysilicon’s new capacity filled the demand in the downstream; the demand for si-wafer continued to be strong, but there was an atmosphere of slowing demand in the downstream. The trend of PV cell price was sluggish due to the adjustment of overall demand. The module market remained silent and didn’t place orders until the last moment. In terms of the subsequent overall market trend, the demand is expected to be affected. The new demand policy in China hasn’t yet been seen, and the middle of the waiting is bound to affect the demand and price trends of the entire year.

Polysilicon

This week, the polysilicon market was stagnant. Although the downstream si-wafer price increased, the new capacity of polysilicon has been released. In addition, polysilicon production in February hit a new high. The current supply and demand relationship is in a stable stage. This week, only domestic multi-si material price changed, with the range of 72-75RMB/KG and unchanged average price of 73RMB/KG. Mono-si material price has remained at 79-83RMB/KG. Overseas price has remained at 8.20-9.50USD/KG.

Si-wafer

This week, overseas price on the si-wafer market grew due to exchange rate, but only for overseas mono-si wafer price. The shortage of mono-si hasn’t been solved, but there was a tendency to slow down, which is estimated to be related to decreasing demand; the supply and demand of multi-si were stable and flat. So far, domestic mono-si price has remained at 3.10-3.25RMB/Pc. Multi-si price has remained at 2.05-2.20RMB/Pc. Black silicon product price has remained at 2.30RMB/Pc. Overseas mono-si wafer price has increased to 0.405-0.450USD/Pc, with the average price rising to 0.419USD/Pc. Multi-si price has remained at 0.277-0.295USD/Pc. Black silicon product price has remained at 0.310USD/Pc.

PV cell

This week, the PV cell market was the same as last week, and demand momentum continued to slow down. There has been hesitation about the acceptability of high-efficiency product prices, perhaps a warning of the precursor of price reduction. So far, domestic prices haven’t changed. General multi-si price has remained at 0.89-0.93RMB/W. General mono-si price has remained at 1.01-1.08RMB/W. High-efficiency mono-si price has been maintained at 1.21-1.28RMB/W. Ultra-high efficiency mono-si (>21.5%) price has been maintained at 1.30-1.33RMB/W. Overseas general multi-si price has remained at 0.115-0.145USD/W, with the average price slightly rising to 0.119USD/W. General mono-si price has remained at 0.152-0.160USD/W. High-efficiency mono-si price has remained at 0.162-0.172USD/W. Ultra-high efficiency mono-si (>21.5%) price has increased to 0.167-0.185USD/W, with the average price rising to 0.180USD/W. Double-sided PV cell price has decreased to 1.27-1.33RMB/W.

Module

This week, the module market maintained a calm atmosphere, which is estimated to be linked to weak demand. So far, the domestic and overseas market hasn’t changed much. 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 2.30RMB/W. Overseas general multi-si price has been 0.210-0.275USD/W. High-efficiency multi-si price has been 0.215-0.275USD/W. General mono-si price has remained at 0.252-0.355USD/W, with the average price rising to 0.256USD/W. High-efficiency mono-si price has remained at 0.278-0.380USD/W. Ultra-high efficiency mono-si (>310W) price has dropped to 0.286USD/W.

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