With the arrival of domestic policies and the arrival of the holiday after the announcement, the overall market is looking forward to a very strong atmosphere of preparing for the roll-up of the sleeves after the holidays. The price of upstream silicon material has continued to increase this week after the bottom of last week's rebound; the shortage of raw materials at the wafer end continues to expand, which seems to be affected by the expectations of downstream cells; while the downstream cells and components have not yet fully The rising situation, it is estimated that after the holiday, there will be a different pattern of development. Observing the overall market trend afterwards, the overseas market also feels the deferral effect after the domestic policy is put in place. Not only the traditional and emerging markets can benefit from it, but after the domestic policy is put to the end, the kinetic energy of the immediate work will definitely start after the holiday. It is estimated that the continuation of this volatility will not be interrupted until the second half of the year.
Silicon material
This week, the market price of polysilicon material underwent the bottoming out of last week. Not only the price correction but also the average price also rose. The signs indicate that as some large factories enter the maintenance stage, the overall supply will be affected, and the price seems to be The situation at the bottom of the valley turned forward. At present, the domestic polycrystalline material correction interval is up to 63~65RMB/KG, the average price is raised to 64RMB/KG, the single crystal material correction interval is up to 75~77RMB/KG, and the average price is raised to 76RMB/KG. Overseas prices remained at 8.88~10.27USD/KG, but the global average price was raised from 9.20USD/KG to 9.63USD/KG due to domestic influence.
Wafer
This week, the price of the wafer market has not changed much. The demand for domestic monocrystalline silicon wafers is strong, and the supply side feels tight and affects the price. Some temporary orders have already increased in price. At present, the single-crystal correction interval in overseas markets is 0.415~0.425USD/Pc, the polycrystalline correction interval is 0.250~0.270USD/Pc, and the black silicon product is maintained at 0.280USD/Pc. The domestic single crystal up-regulation interval is 3.00~3.17RMB/Pc, the average price is raised to 3.12RMB/Pc, the polycrystalline is maintained at 1.90~2.00RMB/Pc, and the black silicon product is up-regulated to 2.13RMB/Pc.
Cell
This week, the battery market price continued to maintain stability. Although the overall market price has been adjusted, it is still small, mainly because the short-term domestic holiday is coming. Only a few polycrystals have been raised due to the shortage of the main supply, and the single-crystal upstream supply is in a hurry. The actual reaction to the battery end is also after the holiday. At present, the price of overseas general polycrystalline battery sheets is maintained at 0.115~0.129USD/W. The price of general single crystal battery sheets is maintained at 0.121~0.128USD/W, and the price range of high-efficiency single crystal battery sheets is 0.155~0.165USD/W. Maintained at 0.162USD/W, the price of the special high-efficiency single crystal (>21.5%) battery correction range is 0.155~0.180USD/W, and the average price is maintained at 0.174USD/W. The price of domestic general polycrystalline battery is up to 0.85~0.88RMB/W, and the average price is raised to 0.87RMB/W. The price of general single crystal cell is maintained at 0.90~0.95RMB/W, and the price of high efficiency single crystal cell is maintained at 1.15. ~1.18RMB/W, the price of special high efficiency single crystal battery is maintained at 1.19~1.25RMB/W. The price of double-sided battery is maintained at 1.21~1.26RMB/W.
Component
This week, the component market price has not changed too much at home and abroad. The overseas market mainly maintains the market demand in the traditional Europe and the United States. The domestic demand will follow the index items of the New Deal. It is estimated that there will be a big show after the holiday. new ambience. At present, the price of overseas 270W~275W polycrystalline components is maintained at 0.205~0.255USD/W, the price of 280W~285W polycrystalline components is maintained at 0.215~0.230USD/W, and the price of 290W~295W single crystal components is maintained at 0.231~0.251USD/W. The price of 300W~305W single crystal module is maintained at 0.268~0.350USD/W, and the price of >310W monocrystalline module is maintained at 0.283~0.365USD/W.
The price correction range of domestic 270W~275W polycrystalline components is 1.70~1.75RMB/W, and the average price is maintained at 1.72RMB/W.
The price of 280W~285W polycrystalline components is maintained at 1.80~1.85RMB/W, and the price of 290W~295W single crystal components is maintained at
1.83~1.90RMB/W, 300W~305W single crystal module price is maintained at 2.05~2.10RMB/W, >310W monocrystalline module price
Maintain at 2.10~2.20RMB/W.