Silicon material
In addition to the recent domestic largest silicon plant is still overhauled, most of the rest of the domestic silicon plant has been restored to normal supply, the expected domestic silicon can be 153-157 yuan per kg steady, but overseas silicon material with the domestic silicon The rising price and rising, the spot price soared to 15-16 yuan per kilogram, and the rally is still ongoing.
Wafer
Although Longji, Central, the two major manufacturers prices remained steady at 5.4 yuan per piece, 0.725 yuan around the level of the United States, however, small and medium-sized silicon wafer factory inventory fall after the end of the fall, the price is difficult to rise back to the previous level, the recent Low-end maintained at 5.1-5.3 yuan per piece, 0.7-0.71 yuan US dollars.
Most manufacturers of polysilicon with the leading factory price, this week held steady 4.5-4.65 yuan per piece, 0.64 yuan overseas dollars.
It is noteworthy that the recent soaring overseas silicon material prices may allow Taiwan and South Korea silicon factory profits squeezed again in the case of silicon will continue to decline after the decline of the situation difficult.
Cell
Last week, the price of solar cells to make adjustments with the decline in silicon prices, this week single, polycrystalline cell prices are more stable, conventional single crystal, single crystal PERC cell volume is still less, but the decline has slowed, the recent price Not much difference with the end of last month, overseas single crystal PERC cell steady 0.245 yuan per watt.
Polycrystalline cells are stable at the price of 1.65-1.7 yuan per watt, 0.214-0.219 yuan per watt overseas dollars.
Although the recent price of battery cells is relatively stable, the price pressure may occur again due to the falling prices of domestic components during the Lunar New Year.
Component
After the PV tariff adjustment document is released in 2018, the demand for distributed power plants has been gradually weakened with the downward adjustment of subsidies. As the Lunar New Year approaching, the installation progress of large-scale power plants will also slow down and the impact of the prices of domestic components will gradually emerge. The price of conventional single and polycrystalline components in China has dropped to 2.68-2.7 yuan per watt, opening the decline of components.
On the whole, the demand has been booming since the Shanghai Photovoltaics Expo 2017 to the end of the year. However, as the off-season in 2018 approaching, the market's perception of demand has gradually shifted to a conservative view. The price may again be transmitted back from the downstream to the re-emergence The overall supply chain decline in the trend.
