As the Chinese market is expected to start another round of busy installations in the second quarter, the downward trend of PV supply chain prices has slowed down in the second half of March 2018. PV module prices are expected to remain relatively stable in the second quarter, while upstream After a significant drop in the prices of the industrial chain in the first quarter, there may be a limited modest recovery.
Due to declining demand in the PV market and increased competition between single-poly wafers, wafer prices have dropped significantly in the first quarter of this year. Photovoltaic cells and polysilicon have also experienced large declines.
Judging from the recent tendering results of components of Chinese PV project developers, the prices of PV modules will remain relatively stable in the second quarter. The price pressure from PV project developers and the continuous increase in the supply capacity of modules have made it difficult for PV module prices to rebound. Opportunity.
According to the report of the China Electricity Council, China’s newly installed capacity for photovoltaics in the first two months of 2018 was nearly 11 GW. However, we believe that part of this new installed capacity may be due to China’s failure to timely integrate into the grid in 2017. • Chinese PV module manufacturers generally have lower shipment/capacity ratios in the two months before 2018.
As the claimant (India Solar Manufacturers Association) withdrew its lawsuit, the Indian government officially announced in the end of March the anti-dumping investigations on imports of photovoltaic cells and components for China, Taiwan and Malaysia. However, the Solar Energy Manufacturers Association of India may make new proposals soon. Request for a lawsuit.
a set of data
12% and 20%
In the first quarter of 2018, the price of global monocrystalline silicon wafers fell by 12%, while the price of polysilicon wafers dropped by 20%.
0.1 USD/piece
The price difference between single crystal silicon wafers and polysilicon wafers continues to stabilize at 0.1 USD/tablet
33-34 cents
Chinese market plans to ship component bid prices in the second quarter
