Trend: Market Transactions Still Bearish, Strong Contrast between the Continuous Shortage of Wafers and the Decline in Cell Prices

published: 2019-07-18 17:27 | editor: | category: Price Trend

The overall market mood is still sluggish, which is typical of the off-peak season. There is not much change on the polysilicon front. The wafers, on the other hand, is in short supply. It is estimated that it has to do with the downstream battery manufacturers' intentions of consolidating the supply of goods. The cell segment continues to decline, and the module is far less affected by the price stress than the PV Cell. Given the changes in supply and demand in the upcoming weeks, a dip in the price is inevitable. The key is whether the price can be maintained until the next wave of high demand, otherwise the market mood will be affected.  

Polysilicon

The market price of polysilicon increased steadily this week. Most of the production capacity is focused on delivering the previous orders. Not many temporary orders have been executed. The new capacity is gradually and steadily replacing the former capacity. The polysilicon currently in market circulation is mainly delivered by the new capacity. The primary focus is to replace the old production capacity with the new to maintain the optimization of cash cost. The range of the overseas price revision is 9.51~10.03USD/KG at the moment, and the average price is lowered to 9.67USD/KG. while the global average price is up to 9.39USD/KG. The price of the multi crystalline materials in the domestic market remain unchanged at 60~63RMB/KG. The mono crystalline materials remain unchanged at 74~78RMB/KG.  

Si-Wafer

The prices of different products in the wafer market are facing rather different situations. The mono-Si wafers are still in short supply. It is mainly due to the downstream cell manufacturers' intentions of consolidating the supply of goods. The multi-Si wafers, on the other hand, have seen their prices crumble as the off-peak season arrives. The original weak demand has not only failed to supported the price, but also led to a decrease in the overall price. The 156.75 mono-si wafers in the overseas market remain unchanged at 0.415USD/Pc, the 158.75mm products remain unchanged at 0.455USD/Pc, and the mono-si wafers with size of 161.75mm and above remain unchanged at 0.460USD/Pc. The price of the multi-Si wafers has been revised to the range between 0.240 and 0.242USD/Pc, The black silicon product price has been reduced to 0.270USD/Pc. The price of the mono-Si wafers have been increased to 3.05~3.13RMB/Pc, while the large-size products remain unchanged at 3.35RMB/Pc. The price of the multi-Si wafers have been revised to range between 1.85~1.87RMB/Pc. The price of the cast-mono wafers is lowered to 1.92RMB/Pc. The price of the black silicon wafers is reduced to 2.10MB/Pc.  

PV Cell

The inventory of mono-PERC cells in the market continued to rise this week, and the price continued to decline. The market expects that there is still room for the cells to be even lower. Due to the unequitable distribution of information in the market, the cell manufacturers turn out to be the victims of the off-peak season, facing the icy treatments from the upstream as well as the downstream suppliers. It is possible that many small and medium-sized factories, which reactivated their manufacturing capacity, may have to face the difficult choice of whether to shut down the production again. The overseas price of the general multi-Si cells remains unchanged at 0.113~0.127USD/W at the moment.

The price of the general mono-Si cells remains unchanged at 0.115~0.145USD/W, The price of the high-efficiency mono-Si cells remains unchanged at 0.155~0.172USD/W. The price of the ultra-high efficiency mono-Si cells (>21.5%) remains unchanged at 0.148~0.190USD/W.  In the domestic front, the price of general multi-Si cells is revised to range between 0.81 and 0.84RMB/W, the average price is down to 0.83RMB/W. The price of the high-efficiency multi-Si cells is reduced to 0.87RMB/W, The price of the general mono-Si cells is revised to range from 0.115 to 0.145USD/W, the average price is lowered to 0.84RMB/W, The price of the high-efficiency mono-Si cells is revised to range from 1.05 to 1.07RMB/W, the average price is lowered to 1.06RMB/W. The price of the ultra-high efficiency mono-Si cells (>21.5%) is revised to range from1.12~1.15RMB/W, the average price is lowered to 1.14RMB/W. The price of the double-sided high-efficiency mono-Si cell remains unchanged at 1.16RMB/W, and the price of the double-sided high-efficiency mono-Si cell (>21.5%) is up-regulated to 1.20RMB/W.

Module

The module market is still in a passive state of trading this week. Basically, the module manufacturers will not place orders at the last minute, The decreasing pull from the terminal market, which indirectly forces the module manufacturers to shorten the delivery cycle to the minimum, has also passed on the production pressure to the upstream cell manufacturers at the same time.  In the overseas front, the price of multi-si (270-275W) remains unchanged at 0.205~0.250USD/W,  and the price of multi-si (280-285W) remains unchanged at 0.218~0.235USD/W,  but the average price is lowered to 0.223USD/W,  and the price of the general mono-si (290-295W) remains unchanged. The price of high-efficiency mono-si (300-305W) is revised to range between 0.268 and 0.335USD/W,  the average price remains unchanged at 0.271USD/W, The price of the ultra-high efficiency mono-si (>310W) is revised to range between 0.253 and 0.395USD/W, the average price remains unchanged at 0.280USD/W.

In the domestic front, the price of the general multi-si (270W~275W) is revised to range between 1.68 and 1.75RMB/W, the average price is lowered to 1.71RMB/W, the price of the general multi-si (280W~285W) is revised to range between 1.80 and 1.85RMB/W, the average price remains unchanged at 1.83RMB/W, the price of the general mono-si (290-295W) remains unchanged at 1.83~1.90RMB/W, The price of high-efficiency mono-si (300-305W) remains unchanged at 1.90~2.08RMB/W, The price of the ultra-high efficiency mono-si (>310W) remains unchanged at 1.95~2.15RMB/W.

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