Price Trend: The Rising Trend of Polysilicon Reversed While the Overall Market Turbulence Looms Ahead

published: 2019-10-24 17:02 | editor: | category: Price Trend

The overall market price this week was not as expected. Rather, it showed signs of reversal. Contrary to the original estimation, the de-inventory speed of the mono-Si products was not improving.

Image by Samuel Faber from Pixabay

The price of the multi-Si products also decreased due to the increase in the previous capacity conversion. Both the upstream polysilicon and wafers hope that the end-of-month average contract price would enliven the market. However, the manufacturers do not seem to have much confidence in the market. Regarding the downstream cells and modules, the major players are still stable, while the smaller ones are waiting for purchase orders. In the future, the fixed average contract price of wafers at the end of the month will become the center of attention. First, it will affect the resource deployment of the cell manufacturers that are purchasing wafers next month. Secondly, the chain effect which will be set in motion by the wafers will be reflected in the market price changes of the downstream cells and modules.

Polysilicon
The price of the polysilicon shows a flattened trend this week. The orders delivered are mainly received in October. It is estimated that there will be a bigger change when the price is updated in the new purchase orders next week. The market of the mono-grade polysilicon is mostly stable. The polysilicon, on the other hand, is in slightly short supply, owing to the fact that its demand and supply are not seamlessly connected.

In the overseas market, the price remains unchanged at 9.01~9.88USD/KG. The global average price remains unchanged at 9.12USD/KG. In the domestic market, the range of the mono-grade polysilicon price revision is 75~78RMB/KG. The average price remains unchanged at 76USD/KG. The polysilicon remains unchanged at 61~64RMB/KG.

Wafers
This week, the price of wafers remains stable. A wait-and-watch sentiment is taking hold of the mono-Si market because the end-of-month average contract price will be out next week. However, the market is not optimistic about the subsequent development. By estimation, it is related to the circulation of goods in the market. With the timely conversion of downstream capacity, the multi-Si wafers have reversed the position of its supply and demand in the market for a while, which led to the crumbling of its price.

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 range 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.

In the domestic market, the price range of the 156.75mm 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 products remains unchanged at 2.06RMB/Pc. The price range of the cast-mono wafers remains unchanged at 2.71~2.75RMB/Pc.

Cells
The market price of the cells began to be revised this week. The supply exceeded the actual demand, in addition to the moderate progress of the power station construction. It is expected to take some time to de-inventory.

In the overseas market, the range of the general multi-Si cell price revision is 0.098~0.123USD/W at the moment. And the average price is lowered to 0.102USD/W. The price range of the general mono-Si cells is revised down to 0.102~0.113USD/W. The average price is lowered to 0.117USD/W. The range of the high-efficiency mono-Si cell price revision is 0.130~0.145USD/W. The average price is lowered to 0.137USD/W. The range of the superior high-efficiency mono-Si cell (>21.5%) price revision is 0.115~0.175USD/W. The average price remains unchanged at 0.145USD/W. 

In the domestic market, the price range of the general multi-Si cells is revised down to 0.79~0.83RMB/W. The average price is lowered to 0.82RMB/W. The price of the high-efficiency multi-Si cells is lowered to 0.84RMB/W. The price range of the general mono-Si cells remains unchanged at 0.82~0.85. RMB/W. The average price is lowered to 0.84RMB/W. The price range of the high-efficiency mono-Si cells remains unchanged at 0.91~0.95RMB/W. The range of the superior high-efficiency mono-Si cells (>21.5%) price revision is 0.94~1.00RMB/W. The average price remains unchanged at 0.98RMB/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 module price in the market is on a similar trajectory as last week. The price of the high-watt products continues to fall, while the products with lower price remain stable. The manufacturers that are active in the market are mainly the top-tier ones with a steady flow of purchase orders. It is getting harder and harder for the small and medium-sized manufacturers to remain afloat.

In the overseas market, the price range of the general multi-Si (270-275W) remains unchanged at 0.205~0.248USD/W at the moment. The price range of high-efficiency multi-Si (280-285W) 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 price range of the superior-high efficiency mono-Si (>310W) remains unchanged at 0.244~0.410USD/W.

In the domestic market, the range of the general multi-Si (270W~275W) price revision is 1.65~1.75RMB/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 price range of the general mono-Si (300W~305W) is revised down to 1.85~1.94RMB/W. The average price is lowered to 1.92RMB/W. The range of the superior-high efficiency mono-Si (>310W) price revision is 1.89~2.08RMB/W. The average price is lowered to 1.93RMB/ W.

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