This week, the overall price of silicon materials has increased significantly, regardless of the tight supply and demand in the single poly market, which caused prices of most related solar products rose.
Due to the recent supply problems of polysilicon materials in polysilicon materials, the supply of polysilicon materials has been tight, but this is only a short-term phenomenon. In the long run, the price of polysilicon materials has limited room for recovery. As of mid-July, the price of polycrystalline materials has increased by more than 10% from the market price in June, and the average price this week has been raised to 39 yuan/KG. The reason for the price increase of single crystal materials came from the gradual release of downstream silicon wafer factories' production capacity, and the demand for upstream silicon materials became larger. This week, the price of single crystal silicon materials increased by 2 yuan/KG to 59-63 yuan/KG, both The price rebounded to 60 yuan/KG. As for overseas silicon materials, affected by the rising price of silicon materials in China and the delay in the resumption of production, the market price has been raised to US$6.7-7/KG. Currently, the global polysilicon price has exceeded US$7 per kg, and the average price has increased to US$7.175/KG.
This week, the price of monocrystalline solar cells increased significantly, and the prices of G1 and M6 increased simultaneously. In the past two weeks, the demand for M6 has continued to boom, and the market price has risen to 0.81-0.87 yuan/W, and the average price has risen to 0.82 yuan/W. The average price of G1 monocrystalline cells has also increased to 0.82 yuan/W, but the increase is not as large as that of M6 cells. The main reason is that the demand for downstream components has significantly increased the heat of high-efficiency monocrystalline products. At present, M6 products are already in the peak season. The protagonist of luminescence and heating, the proportion of M6 batteries and components in the domestic market has increased significantly, and has become a mainstream trend. In addition, in the third quarter, downstream 180-210mm module products have entered the production stage, and the supply of large-size cell products has accelerated. Coupled with the project demand in the end market, the demand for large-size cells will gradually increase.
Some component prices continued to fall this week, but the overall decline has narrowed. In the auxiliary materials market for components, with the promotion of double-glass products of mainstream companies and the impact of double-sided demand at home and abroad, the demand for photovoltaic glass, especially the subsequent thin-film products, has increased to some extent. Some suppliers have increased their 2.0mm glass prices. At the same time, the production capacity of the leading film factory has also been tightened. It is estimated that after the inventory of the component manufacturers is basically cleared, the price is expected to start to rise. Judging from the recent bidding projects in the domestic market, single-crystal high-efficiency components are still the most favored, especially M6 high-efficiency components, accounting for nearly 40%. From this point of view, the price stability of single-crystal components has increased, and overseas markets have already Looking back, the visibility of orders has further increased, and most first-tier companies have reported that orders have been scheduled until mid-August. Compared with the prosperity of monocrystalline modules, polycrystalline modules have not raised their prices due to the recovery of the downstream market. Compared with monocrystalline, the prices of polycrystalline modules have slightly loosened, and the prices of 275W-280W polycrystalline modules at home and abroad have slowly dropped to 1.26-1.37 Yuan/W and 0.174 Yuan/W.