This week, the overall market was in the atmosphere of wait-and-see and looked forward to prosperity. Although the number of participants in the annual exhibition was not as large as last year, manufacturers were optimistic about the market. The overall supply chain looked forward to next week’s boom which can maximize the capacity. In terms of the subsequent overall market trend, the clear domestic policy statements will give the market positive support. For overseas market, in addition to existing markets, there will be emerging markets. It is estimated that there will be a wave of aggressive purchases at home and abroad. There will be no off-season in 2H19.
This week, polysilicon market price continued to stabilize. Manufacturers continued to take a wait and see attitude. There were rumors about the increase of this month’s quote. It is estimated that after the exhibition, the overall market transaction will become more explicit. In terms of the recovery of production, last month, the maintenance capacity gradually bounced back, and the supply was secure. So far, domestic multi-si material price has remained at 60-65RMB/KG. Mono-si material price has remained at 72-78RMB/KG. Overseas price has been 9.62-10.02USD/KG. Global average price has increased to 9.53USD/KG due to the exchange rate.
This week, si-wafer market demand was still tight. Although there was additional capacity, aggressive purchasing still continued. Mono-si price is expected to rise, and multi-si price also is expected to increase because demand is greater than supply. So far, overseas mono-si wafer price has remained at 0.415-0.430USD/Pc. Multi-si price has been 0.246-0.270USD/Pc, with the average price remaining at 0.253USD/Pc. Black silicon product price has remained at 0.282USD/Pc. Domestic mono-si price has remained at 3.02-3.17RMB/Pc. Multi-si price has remained at 1.86-2.00RMB/Pc. Black silicon product price has remained at 2.15RMB/Pc.
This week, PV cell buyers were more interested in observing the market’s prices than completing an actual deal. For mono-si, there have been major manufacturers increasing the prices. Subsequently, the market is expected to follow this trend. For multi-si, affected by the Indian market’s domestic module demand and Japanese market’s grid connection demand for old cases before the end of this year, the stock-up momentum continued. So far, overseas general multi-si price has remained at 0.115-0.129USD/W. General mono-si price has remained at 0.121-0.128USD/W. High-efficiency mono-si price has remained at 0.155-0.165USD/W. Ultra-high efficiency mono-si (>21.5%) price has remained at 0.155-0.178USD/W. Domestic general multi-si price has remained at 0.88-0.90RMB/W. General mono-si price has remained at 0.90-0.95RMB/W. High-efficiency mono-si price has remained at 1.15-1.20RMB/W. Ultra-high efficiency mono-si (>21.5%) price has remained at 1.18-1.25RMB/W. Double-sided PV cell price has remained at 1.23-1.29RMB/W.
This week, the module market’s buyers are also more focused on prices than on making an actual deal. As the Chinese government’s new policies revealed the rules of the market, the overall domestic market can feel the atmosphere of immediate engagement. The US in overseas market has been affected by the trade war, and the quote returned to 0.40USD/W. So far, overseas general multi-si (270-275W) price has remained at 0.210-0.260USD/W. High-efficiency multi-si (280-285W) price has remained at 0.218-0.227USD/W. General mono-si (290-295W) price has remained at 0.231-0.251USD/W. High-efficiency mono-si (300-305W) price has remained at 0.268-0.348USD/W. Ultra-high efficiency mono-si (>310W) price has been 0.278-0.40USD/W, with the average price remaining at 0.285USD/W. Domestic price hasn’t been affected by overseas price. Domestic general multi-si price has remained at 1.70-1.75RMB/W. High-efficiency multi-si price has remained at 1.80-1.85RMB/W. General mono-si price has remained at 1.83-1.90RMB/W. High-efficiency mono-si price has remained at 2.05-2.10RMB/W. Ultra-high efficiency mono-si price has remained at 2.10-2.20RMB/W.