Silicon price

At this stage, the silicon link is still dominated by order fulfillment and delivery, showing a trend of differentiation, that is, the rigid demand that has already signed orders has formed a bottom, and on the other hand, there is no rush to sign solar panel orders for purchases, and the wait-and-see mood continues.

The mainstream price of monocrystalline dense block material has not been significantly lowered yet, and it is still maintained at about 303rmb per kilogram for the time being. The quotation range of different manufacturers has gradually expanded, and the price of second-tier manufacturers has a downward trend. The polysilicon demand side is gradually changing its role and mentality in the relationship between supply and demand, and the game atmosphere in the upstream link is strong.

In November, the rigid demand for production materials of crystal pulling enterprises is expected to be obvious, and the overall utilization rate of crystal pulling is rising steadily, which still has a certain supporting significance for the price of silicon materials for the time being. However, the relationship between upstream supply and demand is about to become a critical point at the end of the year. Although it is expected that the price of silicon materials will not fall off a cliff in a short period of time, the probability of loosening has gradually increased.

Wafer Price

The low price level of the mainstream specifications of monocrystalline silicon wafers continues to drop. Although the prices of Tier 1 solar panel manufacturers have not changed significantly, the spot price of some tier 2 solar panel manufacturers with 182mm sizes has dropped to 7.35rmb per piece. The price level corresponding to the thickness of 150 has dropped to the water level of 7.25rmb.

In November, with the increase of the total market supply, and the downstream battery sector has reached the high level of effective production capacity "can be fully utilized", there is no room for more silicon wafers, including the abnormal inventory of monocrystalline silicon wafers of various specifications The cumulative degree of accumulation quietly increased, and the pressure faced gradually increased.

Solar Cell Price

The transaction price of cells is stable this week, and the market is waiting for the quotation results of silicon wafer manufacturers next week. The sizes of M6 solar module, M10 PV Panels, and G12 Solar module are priced at RMB 1.31 per watt, RMB 1.35-1.36 per watt, and RMB 1.34-1.35 per watt. In overseas regions, due to the exchange rate factor, the US dollar quotations have been correspondingly higher, and the pressure on overseas markets has increased.

Observing the relationship between the transaction price range and volume of mainstream sizes, the overall market price remains relatively stable, and there is still no sign of price loosening and downward trend. Due to the current bottleneck in the supply of large-size and high-efficiency cells, the price of cells is temporarily decoupled from the upstream. There is a close dependence on the demand for goods.