As the end of the month and the long holiday are fast approaching, the overall market expects that the construction can be accelerated after the holiday. The upstream market is optimistic about the price going up. In the overseas market, the price is already rising. Although there is not much change on the wafer front, it is estimated that the demand would be quite strong. The overall price of the cells was also revised slightly. The module is still waiting for the change that might come after the holidays. Looking ahead, the residential projects in China need to be connected to the grid by the end of October. The subsidized auction projects will continue to produce good news. It is estimated that in the fourth quarter, the focus of global supply and demand will be concentrated in the Chinese market.
Polysilicon
The price of multi polysilicon is still rising this week. Although there is little change in the price of mono polysilicon, the demand from the downstream market may drive up the price. It is estimated that changes may take place next month. The multi polysilicon is affected by the increased capacity of the mono polysilicon, which, in turn, reduced the existing capacity of the multi polysilicon. Therefore the price has been increasing noticeably. The overseas prices have been affected by the domestic market sentiment. The two overseas polysilicon suppliers have both followed suit and raised the prices. In the overseas market, the range of the price increase is 9.01~9.89USD/KG at the moment. The average price is raised to 9.24USD/KG. The global average price is raised to 9.12USD/KG. In the domestic market, the range of polysilicon price revision is 61~64RMB/KG at the moment. The average price is raised to 63RMB/KG. The price range of the mono polysilicon remains unchanged at 73~78RMB/KG.
Silicon Wafers
This week, the price of wafers continued the upward trend from last week. The price of the multi-Si wafers in overseas markets has been adjusted again, because their capacity has been diminished. The mono-Si wafers trended flat. The two leading manufacturers also stuck to their strategy, which does not involve adjusting prices this month. It is estimated that this move is intended to stabilize the incessant demands from the downstream. Recently, a sales approach, which involves the purchase of multi-Si wafers being coupled with a purchase of its mono-Si counterparts, is emerging. Such an approach has been adopted before. However, it was the other way round before. It is estimated that this move is intended to balance out the excessive inventory of the mono-Si wafers, which is expected by the market. In the overseas market, the price range of the 156.75mm mono-Si wafers remains unchanged at 0.395~0.421USD/Pc at the moment. The price of the 158.75mm mono-Si wafers remains unchanged at 0.445~0.455USD/Pc. The price of the mono-Si wafers with the size of 161.75mm and above remains unchanged at 0.460USD/Pc. The price range of the multi-Si wafer has been revised upward to 0.234~0.238USD/Pc. The price of the black silicon products remains unchanged at 0.260USD/Pc. The price range of the cast-mono wafers is 0.339~0.343USD/W. In the domestic market, the price range of the mono-Si wafers remains unchanged at 3.02~3.15RMB/Pc. The price range of the 158.75mm mono-Si wafers remains unchanged at 3.30~3.40RMB/Pc. The price of the mono-Si wafers with a size of 161.75mm remains unchanged at 3.45RMB/Pc. The price range of the multi-Si wafers remains unchanged at 1.82~1.86RMB/Pc. The price of the black silicon product remains unchanged at 2.06RMB/Pc.
Cells
This week, the market price of the cells is also adjusted, following the upstream market. With the arrival of the long holiday, the market does not reflect any rush of stocking, which, by estimation, has to do with the post-holiday demand that the marketing is counting on. In the overseas market, the price range of the general multi-Si cell remains unchanged at 0.102~0.123USD/W. The price range of the general mono-Si cells remains unchanged at 0.105~0.115USD/W. The price range of the high-efficiency mono-Si cells remains unchanged at 0.131~0.150USD/W. The range of the superior high-efficiency mono-Si cell (>21.5%) price revision is 0.121~0.178USD/W. The average price remains unchanged at 0.150/W.
In the domestic market, the range of the general multi-Si cell price range is 0.82~0.85RMB/W. The average price remains unchanged at 0.85USD/W. The price range of the high-efficiency mono-Si cell remains unchanged at 0.85RMB/W. The price range of the general mono-Si cell remains unchanged at 0.82~0.85RMB/W. The average price is raised to 0.85RMB/W. The price range of the high-efficiency mono-Si cell remains unchanged at 0.91~0.95RMB/W. The average price is raised to 0.95RMB/W. The range of the superior high-efficiency mono-Si cell (>21.5%) price revision is 0.95~1.00RMB/W. The average price remains unchanged at 1.00RMB/W. The price of the bifacial high-efficiency mono-Si cells remains unchanged at 0.96RMB/W. The price of the bifacial superior high-efficiency mono-Si cells (>21.5%) remains unchanged at 1.01RMB/W.
Modules
This week, the domestic and overseas markets of the modules are developing stably. The domestic market is generally looking forward to the rosy future that is expected to come after the holiday. Although there is little change in the overseas market, it is also expected to be more bullish than bearish. In the overseas market, the price range of the general multi-Si (270-275W) remains unchanged at 0.205~0.248USD/W. The range of high-efficiency multi-Si (280-285W) price revision remains unchanged at 0.212~0.220USD/W. The price range of the general mono-Si (290-295W) remains unchanged at 0.235~0.251USD/W. The price range of the high-efficiency mono-Si (300-305W) remains unchanged at 0.265~0.330USD/W. The price range of the superior-high efficiency mono-Si (>310W) remains unchanged at 0.253~0.405USD/W. In the domestic market, the price range of the general multi-Si (270W~275W) remains unchanged at 1.68~1.75RMB/W. The average price is revised upward to 1.72RMB/W. The price range of the high-efficiency multi-Si (280W~285W) remains unchanged at 1.76~1.85RMB/W. The price range of the general mono-Si (290W~295W) remains unchanged at 1.83~ 1.90RMB/W. The price range of the general mono-Si (300W~305W) remains unchanged at 1.90~2.03RMB/W. The range of the superior-high efficiency mono-Si (>310W) price revision is 1.93~2.13RMB/W.
