Section 201 of the United States is scheduled to impose a 30% guaranteed tariff on solar cells and components starting February 7. Although it is not yet clear how the 2.5GW battery allowance will be allocated to various countries, US demand in the first quarter should digest local component inventories Mainly, there will not be too much incentive for the current deserted market conditions.
Observing the market situation, after the sluggish domestic demand in China, many front-line component makers have frozen their external battery purchases and component outsourcing orders, coupled with the conservative shipments by some manufacturers to India, causing the prices of polycrystalline cell units to collapse , The mainland, Taiwan, the third place solar cell manufacturers start slightly lower rate is expected to the end of the battery plant digestion silicon is completed, the operating rate of decline will rapidly expand the official announcement of the off-season PV market off-season.
Price Description
PV InfoLink spot price information, the RMB prices are all quoted prices in China, while the US dollar shows the price of non-Chinese overseas prices, not converted directly into the dollar US dollars.
The PV InfoLink spot price is based on information from over 100 vendors. The "Most Like" most commonly traded on the market is taken as the average price (not a weighted average) but is fine-tuned weekly based on market conditions.
Silicon material
Silicon material after more than six months of tight supply, rising prices, but in the industrial winter is also difficult to excel when the orders have been negotiated before the order is still stable at 155-158 yuan per kilogram, this week traders , Smaller silicon plant has begun to appear 145-150 yuan per kilogram of quotations.
And with the silicon plant stocks began to accumulate, the expected silicon material will also begin to decline significantly in the near future.
Wafer
By polycrystalline cells, rapid decline in the price of components, diamond polycrystalline silicon lines have also shown a significant decline, the price from 4.5 yuan per piece, 0.635 dollars to 4.3 yuan per piece, 0.6 yuan dollars.
Single crystal leading factory Longji released a new wave of price cuts, making the overall domestic price of monocrystalline silicon to 5.0-5.2 yuan per piece, 0.7-0.725 yuan US dollar range.
Cell
Last week, polycrystalline silicon cells fell rapidly from RMB1.65 per watt to RMB1.55-1.58 per watt. Due to the continuous accumulation of inventories this week, the decline was even more severe, and the market price has come to 1.4-1.45 yuan per watt. Let the most battery factory is difficult to load, one after another case of operating rate decline.
Taiwan, overseas batteries are still difficult to face the situation of falling prices, and the cost is higher than the mainland manufacturers, making the recent offer slightly higher than the mainland battery factory, fell 0.19 -0.205 dollars per watt, but in fact the volume is not high.
Recent PERC PERC PERFORMANCE PERIODS have fallen sharply around 1.7 - 1.8 RMB, 0.225 - 0.235 USD per watt in the near term, after single-crystal PERC has experienced a rather large drop. The single-crystal conventional spot market in the spot market remained sluggish, Therefore, the price has not changed much.
Component
Domestic single and polycrystalline components still maintain a slowdown. However, distributed projects are less sensitive to large-scale power plants. In recent times, the prices of conventional polycrystalline components in distributed markets mostly fall between 2.6 and 2.65 yuan per watt. Large-scale project orders It began to appear below the 2.6 yuan per watt trend.
