Recently, the price chain of PV modules chain down or loosen chain.Received from many agencies, the current component price of 2.5-2.6 yuan / W polycrystalline 2.6-2.7 yuan / W, the battery price polycrystalline 1.35-1.38 yuan / W single crystal 1.58-1.6 yuan / W, the polycrystalline silicon 3.8-4.1 yuan / piece of single crystal 4.7-4.8 yuan / piece, the current price of small silicon plant 130 yuan / kg price of 150 yuan / kg.
First, the reasons for the decline in the price of PV modules industry chain
1, sequel sequelae and the impact of price cuts
In 2017, due to the reduction of electricity price, the PV industry's "grab-loading" continued until the end of the year, so that in the absence of any industry stimulus for a short period of time, the industry's declining installed capacity ratio is a big probability event, Expansion, supply and demand in the short term mismatch, there has been a price cut.
2, the traditional off-season and Spring Festival factors. Historically, the first quarter of the traditional PV installed capacity of the off-season, but also superimposed the interference of the Spring Festival, the low rate of PV power plant is also a normal event in the traditional off-season and the Spring Festival factor interference, photovoltaic components Industrial chain prices appear some pressure on the decline.
At the same time, from the historical point of view, the price of PV industry chain will show a significant downward trend after each reduction of PV price, while the downward price of PV industry chain will also push the global installed capacity to record highs and gradually reduce and remove the policy on the industry Interference, in order to achieve parity online.
Second, the decline in the price of PV modules industry chain
Historically, the PV demand will pick up significantly after the Spring Festival and the second quarter of the year after the Spring Festival holiday, which can bring about a recovery in PV demand and a clear rise in demand for PV industry in the second quarter. Tariff reduction policies will still be available for 630 items approved by 2018. In addition, the lead operator must complete the bidding process by April 30, 2018, while the 8GW Top Runner Program will also be able to boost the demand for production capacity. Downlink prices, distributed photovoltaic economy continues to highlight.
Looking forward to the full year and mid-to-long term, there is still some expectation of a price cut by the end of 2018. With the approval of the 2018 PV project, the installed capacity is expected to maintain a fairly large scale in the second half of the year, driving strong demand so that the installed capacity of the whole year will remain Above 50GW.At the same time, with the decline in the price of the industry chain, photovoltaic power plants and distributed photovoltaic yields in the new price to maintain the conditions in order to promote installed capacity to improve and parity to achieve the Internet, and leading enterprises will also be This industry chain stand out in adjustment.According to the current trend of declining industrial chain prices, is expected in 2019 by 2020 is expected to achieve parity online.
From the point of view of the whole industry chain, the downward price of the industry chain can continue to promote the deployment of PV applications. At the same time, some links have not been challenged or challenged by price declines. On the other hand, the leading enterprises compete with SMEs Stronger, some unlisted companies and small and medium-sized enterprises are expected to see a withdrawal of production capacity in 2018, thus pushing the leading companies to stand out from the competition.
