L R AS Published on Monday 19 October 2020 - n° 336 - Categories:the prices
Producer prices on 14 October
Prices from 14 October according to PV InfoLink
Silicon :
Lhe supply of silicon continues to grow as wafer manufacturers are once again becoming buyers,
hence price negotiations. Added to this are the new wafer production lines that create material needs. If the silicon manufacturers hoped to maintain their prices, they have to reduce them because buyers are proceeding in small quantities. Monosilicon has returned between 90 and 92 RMB / kg. Only a few small transactions took place.
Multi-crystalline production has resumed, which will lead to a drop in prices. They were between 61 and 65 RMB / kg because demand is falling.
In non-Chinese markets, prices remained stable this week at $10.2-10.7/kg for monosilicon and $7.2-7.7/kg for multicrystalline.
Wafers :
Despite a decline in monosilicon prices, wafer manufacturers are maintaining their prices. Demand is robust for G1 and M6 wafers. There is even a shortage of G1 wafers as manufacturers have migrated from G1 to M6. Prices are 3.03-3.08 RMB/unit for G1 and 3.18-3.23 RMB/unit for M6 in China, and $0.395-0.4/unit for G1 and $0.414-0.419/unit for M6 in non-Chinese markets.
When activity resumed after the holidays, multi-crystalline wafers were at the same price as before the holidays, only the demand for multi-Si was declining. As a result, some manufacturers are worried about the situation.
The cells :
The prices had been fixed before the holidays. Prices for M6 cells are between 0.92 and 0.93 RMB / watt, because there is some demand and new production lines are going to be put into operation.
The decline in prices for mono-Si cells will slow down in October, when demand will pick up and production will shift to larger cells. In the fourth quarter, mono-Si cell prices will therefore remain within narrow limits.
A certain shortage of M6 cells is forcing buyers to turn to the G1 format.
A price gap has widened between the G1 cells of Tier 1 manufacturers (0.85-0.86 RMB / W) and those of Tier 2 producers (0.82-0.83 RMB / W).
The stock of medium and low yield multi-Si cells increased again this week, pushing prices down to 2.6 RMB / piece. In the meantime, as multi-Si cell prices cannot fall any further, some producers are considering closing down multi-Si cell production lines by the end of the year.
The panels :
Double-sided panels are in great demand, but the shortage of glass is not only driving up the price of the panels, but also slowing down their production! This will persist during the 4th quarter. Panel prices have been set at 1.58-1.6 RMB/W or 0.2-0.22 $/W after a wave of negotiations. Manufacturers will struggle to generate significant profits in the fourth quarter.
https://www.infolink-group.com/en/solar/spot-price/2020-10-14-pv-spot-price
Infolink PV of 14 October
