
Trend: [PV price] silicon material price may remain high, and G12 battery chip supply shortage price will rise slightly
Published:
Oct 22,2022
The price of silicon material is weak and stable this week. The mainstream transaction price of single crystal compound feeding is 308 yuan/KG, and the mainstream transaction price of single crystal dense material is 305 yuan/KG. Most silicon material enterprises are in the order scheduling and delivery stage this week, with few new orders signed, and silicon material prices have not been adjusted temporarily; Although the expansion capacity is still being released, due to the impact of the epidemic and the increase of rainy and snowy weather, the inventory of silicon materials in transit has increased, the supply has lagged behind in stages, and the high price may continue. At present, the number of long-term silicon material orders signed by leading enterprises is more than that of new enterprises, and the number of silicon material bulk orders available on the market is expected to increase.
Siliceous material
The price of silicon material is weak and stable this week. The mainstream transaction price of single crystal compound feeding is 308 yuan/KG, and the mainstream transaction price of single crystal dense material is 305 yuan/KG. Most silicon material enterprises are in the order scheduling and delivery stage this week, with few new orders signed, and silicon material prices have not been adjusted temporarily; Although the expansion capacity is still being released, due to the impact of the epidemic and the increase of rainy and snowy weather, the inventory of silicon materials in transit has increased, the supply has lagged behind in stages, and the high price may continue. At present, the number of long-term silicon material orders signed by leading enterprises is more than that of new enterprises, and the number of silicon material bulk orders available on the market is expected to increase.
silicon wafer
This week, the price of silicon wafers remains the same as before. The transaction price of M10 mainstream is 7.53 yuan/piece, and that of G12 mainstream is 9.93 yuan/piece. This week, many enterprises affected by the epidemic resumed production in succession. It is estimated that the silicon chip output in October will increase by about 5% compared with September. The increase mainly comes from the release of new capacity of Ningxia Zhonghuan, Qinghai Jinke, Xinjiang Jinke, Inner Mongolia Shuangliang, Yunnan Yuze and other enterprises, as well as the increase brought by the increase of operating rate of many silicon chip enterprises due to the increase of silicon output. In the near future, the supply of large-sized battery chips continues to be tight, driving the demand for large-sized silicon chips to be strong. Domestic ground power station projects are gradually started, which has certain support for the demand for silicon chips; In addition, the stability of silicon material price supports the stability of silicon chip price.
Battery chip
The price of battery chips fluctuated slightly this week, and the price of G12 size battery chips rose slightly due to the shortage of supply. The mainstream transaction price of single crystal M6 battery chip is still about 1.29 yuan/W, that of M10 battery chip is about 1.33 yuan/W, and that of G12 battery chip slightly rises to about 1.32 yuan/W. Tongwei, the leading battery chip enterprise, has arranged the component business. The self use rate of battery chips has increased, the actual sales volume has declined, and the overall supply of battery chips is tight; In terms of size, the market's demand for G12 battery chips continues to increase, and G12 battery chips are almost out of stock for sale. Some enterprises have started to adjust their production scheduling plans and increase the supply of G12 battery chips. The price of large-sized battery chips is still likely to rise in the short term.
assembly
This week, the module price remained stable as a whole. The mainstream transaction price of single crystal 166 module was about 1.91 yuan/W, the mainstream transaction price of single crystal 182 module was about 1.97 yuan/W, and the mainstream transaction price of single crystal 210 module was about 2 yuan/W; 182 The mainstream transaction price of double-sided double glass single crystal PERC module is 1.97 yuan/W, and the mainstream transaction price of 210 double-sided double glass single crystal PERC module is 2 yuan/W.
This week, the component market quotation was chaotic, and the component quotation of first-line enterprises was still stable, but some second and third line enterprises reduced their quotation in order to seize orders. In the European market, the current shipping schedule is about 40 days. With the approaching of Christmas, the labor shortage will increase, and the demand may gradually slow down; Domestically, in the fourth quarter, domestic ground power stations were gradually started, and terminal demand was supported. Most component enterprises were bullish about component prices, and the higher battery chip prices also gave impetus to component price increases. The N-type component continued to stabilize this week, with the mainstream market quotation of 2.16-2.2 yuan/W.
In terms of auxiliary materials, the price of glass is stable this week. The mainstream price of 3.2mm thick glass is 26.5 yuan/m2, and the mainstream price of 2.0mm thick glass is about 20 yuan/m2. At present, most glass manufacturers follow up their orders fairly well, and there is no pressure to ship. The transaction price is the same as before.
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