Price Trend: As the Price Difference Between the Downstream Products Narrows, Robust Demand Will Emerge Before the Chinese New Year

published: 2019-10-17 16:27 | editor: | category: Price Trend

The price trend of the overall market is still unclear this week, which is related to the average contract price of the upstream wafers by estimation. The upstream polysilicon and wafers will maintain its slow upward trajectory. The average contract price at the end of this month will affect the price trend of the overall market next month. The prices of the cells and modules are decreasing because the market has an excess supply of high-priced products. In the fourth quarter, the fixed average contract price of wafers at the end of the month will affect the changes in the overall supply chain. Although there is a demand for the products in the overseas market, it is also necessary to benchmark the price against the domestic trend of the average contract price. It is estimated that a robust demand is emerging in China, which can continue its momentum until the Chinese New Year next year.

Polysilicon

This week, the price of polysilicon maintains its steady upward trajectory. Both of the prices in the domestic and overseas markets remain stable. All the manufacturers are operating at the full capacity, which seems to show no sign of being affected by the reduced production.

In the overseas market, the price remains unchanged at 9.01~9.88USD/KG at the moment. The average price is raised to 9.28USD/KG. The global average price is lowered to 9.12USD/KG. In the domestic market, the mono-grade polysilicon remains unchanged at 74~78RMB/KG. The polysilicon remains unchanged at 61~64RMB/KG.

Silicon Wafers

The price of wafers remains stable this week. The demand for mono-Si wafers remains strong. However, there is no sign of price increases, which is mainly related to the gradual increase in supply. The production of the multi-Si wafers is reduced, in response to the excess demand for high demand. The price is therefore increased.

 

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 average price is raised to 0.405USD/Pc. 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 wafers remains unchanged at 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

The high-end products have registered a significant change in its market price this week. Both the domestic and overseas markets have an excess supply of the high-efficiency products, which leads the overall price to take a sharp downward trajectory.

In the overseas market, the price range of the general multi-Si cell remains unchanged at 0.102~0.123USD/W at the moment. The range of the general mono-Si cell price revision is 0.105~0.119USD/W. The average price remains unchanged at 0.110USD/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 0.116~0.175USD/W. The average price is lowered to 0.145USD/W.

In the domestic market, the range of the general multi-Si cell price range is 0.81~0.85RMB/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 price range of the high-efficiency mono-Si cell remains unchanged at 0.91~0.95RMB/W. The price range of the superior high-efficiency mono-Si cell (>21.5%) remains unchanged at 0.95~1.00RMB/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

The market prices of the modules are sharply polarized this week. This is mainly due to the stable price of the multi-Si modules and the steadily declining price of the mono-Si products, which is estimated to be related to the trend in the market demand. The demand for the multi-Si products is demonstrated quite clearly, as the deadline for the domestic residential projects approaches and the subsidized auction projects are in the middle of development.

In the overseas market, the price range of the general multi-Si (270-275W) remains unchanged at 0.206~0.248USD/W at the moment. The range of high-efficiency multi-Si (280-285W) price revision remains unchanged at 0.213~0.220USD/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 0.265~0.315USD/W. The range of the superior-high efficiency mono-Si (>310W) price revision is 0.244~0.410USD/W. The average price is lowered to 0.285USD/W.

In the domestic market, the range of the general multi-Si (270W~275W) price revision is 1.68~1.75RMB/W. The average price remains unchanged at 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 1.80. ~1.90RMB/W. The range of the general mono-Si (300W~305W) price revision is 1.87~1.95RMB/W. The average price is lowered to 1.94RMB/W. The price range of the superior-high efficiency mono-Si (>310W) remains unchanged at 1.90~2.13RMB/W.

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