L R AS Published on Monday 7 September 2020 - n° 330 - Categories:the prices
Producer prices on 2 September
Prices for 2 September :
The trend according to EnergyTrend: The slightest rise in silicon prices calms prices in the sector
Silicon :
According to EnergyTrend : The price increase has calmed down. The price of monosilicon reaches 95 to 105 RMB / kg with an average price of 101 RMB / kg. Orders have already been placed for September. Important transactions remain stable.
Weak demand in thefirst half of the year led to the building up of stocks. It caused the price of multicrystalline to fall. Some manufacturers want to react and maintain a price of 45 RMB / kg. Some manufacturers are reducing their production. Prices tend to remain firm.
Wafers :
According to EnergyTrend : Wafer prices are broadly stable this week. Pressure on the market continues due to the recent supply of silicon. Wafer companies have begun to engage in a "buying frenzy" as a result of the recent undersupply of silicon. They are beginning to sign long-term orders to secure their supply.
Current closing prices for mono-Si wafers remain robust. Average prices for G1 and M6 mono-Si wafers for consumer products are maintained at 3 RMB/pc and 3.2 RMB/pc respectively. There is still the persistent epidemic in Xinjiang which creates a barrier to platelet supply.
Low prices on multicrystalline wafers have not yet attracted buyers. They remain around 1.60 RMB per piece with a price of 1.54 - 1.58 RMB/pc offered by 2nd and 3rd tier manufacturers.
The cells :
According to EnergyTrend : The market has started to see a decline in prices. This can be seen for the G1 and M6 mono cells. The difference has increased to 0.02 RMB / W. The 2nd and 3rd rank manufacturers have tried to maintain their rate of use of their production and have tended to drop their prices a little.
The price recovery of multicrystalline cells at the end of August continued with a price between 0.53 and 0.60 RMB / W and an average price of 0.55 RMB / W. It is announced that large cells (M 10) will start to be delivered by the major manufacturers. This should trigger a continuous increase in demand for such cells in the future.
The :
According to EnergyTrend : The price of mono-PERC panels has been revised upwards. Manufacturers have pointed out the increases in the price of auxiliary products, especially in the case of high-performance products. The 440 W+ panel available in mid-October is 1.60 - 1.75 RMB / W. This helps the lower power panels to increase in value: the panel with a power of 325 W to 385 W is worth 1.55 - 1.66 RMB/ W.
Manufacturers benefit from tenders in China. There are more and more buyers, which influences prices.
The incessant increase in production costs has started to generate losses for second and third tier panel manufacturers. They can only reduce their pace of operations to mitigate the losses, as downstream systems integrators prefer to postpone their projects due to their wait-and-see attitude to the market.
The resurgence of the epidemic appears to have no effect on the demand for panels. Most markets are entering a phase of normalisation. Major manufacturers are expected to continue to expand their distribution networks around the world.
EnergyTrend of 4 September
Editor's note The epidemic has been cited twice in the article, which means that the return of the covid is more intense than previously thought.
