L R AS Published on Sunday 1 November 2020 - n° 338 - Categories:the prices

Producer prices on 28 October :

The prices of 28 October :

Silicon :

Prices for November are still under discussion.

Some Tier 1 manufacturers are making price concessions. Others maintain them. LONGi retains its October to November prices. The pace of the profession will be important because new silicon production units will come into production.

The price of monosilicon has fallen to 88 RMB/kg, but it should stabilise because of demand from wafer producers. Multi-crystalline is little in demand. Its price has fallen to between 58 and 61 RMB/kg.

The price of silicon abroad has varied little, ranging between $10.2 and $10.7/kg for mono, and between $7.2 and $7.7/kg for multicrystalline.

Wafers

The prices of mono wafers are almost identical to those of October: G1 is worth between 3.03 and 3.08 RMB each, M6 between 3.18 and 3.23 RMB each. In foreign markets the weak dollar has brought the G1 to $0.393 to $0.405 each, and the M6 to $0.418 to $0.425 each.

The rush to install continues into the fourth quarter. Shortages of power and materials for thermal fields have forced mono-Si wafer manufacturers to slow the commissioning of new production lines. The supply of mono-Si wafers is currently somewhat low. However, their prices are expected to fall by the end of December.

Although the manufacturers of multicrystalline wafers limited their production during the October holidays, prices (1.53 - 1.6 RMB/piece) have fallen and are at the limit of profitability.

Prices abroad remain stable at 0.203 - 0.215 $/piece.

The cells :

Negotiations for November are continuing. Prices for mono cells remained stable this week. For foreign countries, prices have fallen due to exchange rate variations.

There is a transfer of demand from G1 format to M6 format. G1 cells, which are in short supply, will see their prices fall at a slow pace. M6 cells are expected to experience increasing demand with stable prices.

The average price of multi-Si cells was 2.6 RMB/unit this week, with some transactions at 2.5 RMB/unit. As multi-Si cell prices will not fall further, their evolution will depend on the price evolution in the wafer sector. In the meantime, demand for multi-Si cells remains weak.

The :

Demand will peak between October and November. Demand will remain strong, but there will be no need to draw on stocks due to the 2nd wave of the pandemic. The shortage of glass continues, which hinders production: the glass price offers for November show a price increase. The 3.2 mm thick glass jumped to 41 - 48 RMB /m², against 30 RMB in September. The 2 mm thick glass has reached 35 RMB / m², whereas two months ago it cost only 24 RMB / m². This upward trend will continue due to the shortage.

Both panel manufacturers and end customers are rejecting these price increases. They are only accepted for small or urgent orders. Manufacturers' profits are reduced by rising costs and stable selling prices.

PV InfoLink of 28 October

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