AS Published on Sunday 16 April 2023 - n° 441 - Categories:the prices
Growing supply of wood chips points to a future decline in prices
Growing wafer supply points to future price cuts
Silicon :
Silicon production capacity will increase by 12% to 14% betweenQ1 and Q2, reaching
AS Published on Saturday 15 April 2023 - n° 441 - Categories:the prices
Silicon prices fall back to below RMB 200/kg
Silicon prices fall back to below 200 RMB/kg
The China Silicon Industry Authority announced the latest prices for solar silicon on 12 April. They are on average between
AS Published on Tuesday 11 April 2023 - n° 440 - Categories:the prices
Prices in the sector from 6 April 2023
Prices in the sector from 6 April 2023
AS Published on Tuesday 11 April 2023 - n° 440 - Categories:the prices
The PV sector at 6 April
Silicon :
Silicon production capacity continues to grow. It grew by 12% to 14% between the1st and 2nd quarters, with a capacity of 1,500,000 tonnes. However, this is in the second half of the year,
L R AS Published on Saturday 1 April 2023 - n° 439 - Categories:the prices
The PV sector as of 29 March 2023
Panel prices expected to rise in Q2 as midstream prices stabilise
Silicon :
Silicon prices are crumbling with a range of RMB 200-208/kg. Negotiations are pushing prices down. Kilograms are expected to fall below RMB 200 in April.
The price pressure on tier 2 and 3 manufacturers is slowing down the sale of their silicon, hence the downward adjustment of prices, creating a gap with tier 1 manufacturers. Stocks tend to swell. The silicon business environment is changing and full of uncertainty.
According to EnergyTrend, the China Non-Ferrous Metals Industry Association reports that about 105,000 tonnes of silicon were produced in March, up 7.7% from the previous month.
In total, 304,000 tonnes of silicon were produced in China in the first quarter, up 91% year-on-year.
Wafers :
Prices are stabilising, with little difference between the prices of large and small manufacturers. The price of 210 mm wafers with a thickness of 150 μm remains unchanged. At this price, the 210 mm-150 μm wafers see their cost-performance per watt ratio improve. Future price developments require further observation.
Cell manufacturers are adjusting their production rates to the tightening wafer supply environment. In April, cell manufacturers are caught between wafer prices that show no signs of decreasing and the refusal of panel producers to increase their prices.
Cells :
Since the wafer price shows no sign of changing, the cell price has changed little. However, the demand and price of G12 cells is increasing, given the growing demand for high power panels and a shortage of high efficiency M10 cells. As the premium of G12 over M10 increases, several cell manufacturers are switching some of their production lines to G12 production, which should ease the supply shortage at the end of April.
This week, M10 cell prices have fallen slightly to RMB 1.07-1.08/W, while G12 cell prices remain around RMB 1.1/W. Dollar prices remain 0.03-0.04 RMB/W higher.
EnergyTrend reports that demand for G12 has increased, as evidenced by recent tenders for panels. Prices for G12 panels are rising slightly due to slightly limited supply caused by insufficient production. Some companies are therefore accelerating the transition of their production lines. The problem of insufficient production is expected to be solved soon.
M10 cell manufacturers continue to try to increase their prices. However, given the limited acceptance of the panel sector, price increases are unlikely to be sustainable.
G12 cell manufacturers have also tried to increase their prices. They are between 1.12 and 1.14 RMB/W. Prices could rise further due to limited supply. Prices depend on the attitude of panel manufacturers and end-user demand.
The price of N-type cells remains high at RMB 1.2-1.22/W for M10 TOPCon cells. For G12 HJT cells, most orders are coming from markets outside China, with prices of RMB 1.3-1.4/W. The supply of N-type cells will increase with the commissioning of new production units.
The panels :
Their price has fallen further in recent tenders. They are 1.65-1.8 RMB/W for glass-foil backsheet panels over 500 W, and 1.68-1.71 RMB/W for glass-glass panels. The lower price range is between RMB 1.65 and 1.68/W, while the upper price range decreases as deliveries at RMB 1.8/W come to an end.
The intermediate supply chain is also affected by the short-term supply-demand mismatch. Panel prices are unlikely to hold up in April, despite falling raw material prices. Cost pressure is intensifying for small and medium-sized manufacturers as well as for non-integrated manufacturers, who are slowly passing on the pressure to upstream sectors. As a result, cell price growth may be relatively limited.
In Europe, prices are holding at $0.21-0.225/W, as demand shows signs of recovery in March.
N-type panel prices are stable. For G12 HJT panels, prices are in the range of RMB 1.9-1.95/W, while prices in non-Chinese markets remain at $0.26/W. Prices for M10 TOPCon panels remain around RMB 1.7-1.83/W and $0.23-0.235/W in overseas markets.
EnergyTrend clarifies that installers are relying heavily on lower panel prices in the coming periods. They are price averse. However, the various tender projects indicate an increase in demand, hence the stability of prices
https://www.infolink-group.com/energy-article/pv-spot-price-20230329
InfoLink of 29 March 2023
L R AS Published on Sunday 26 March 2023 - n° 438 - Categories:the prices
The photovoltaic industry on 22 March according to InfoLink
The photovoltaic industry on 22 March according to InfoLink
Silicon :
Its price is slightly down on the previous week, settling at RMB 200-220/kg.
L R AS Published on Monday 20 March 2023 - n° 437 - Categories:the prices
Prices in the sector on 15 March 2023
ENERGYTREND | ||||||||
Polysilicon (Per KG) | ||||||||
item | High | Low | Avg | Chg | ||||
Mono Recharge Polysilicon (RMB) | 230 | 213 | 220 |
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Mono Dense Polysilicon (RMB) | 220 | 200 | 215 |
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Polysilicon Outside China (USD) | 31.569 | 28.992 | 30.914 |
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Wafer (Per Pcs.) | ||||||||
item | High | Low | Avg | Chg | ||||
M10 Mono Wafer - 182mm/150μm (RMB) | 6.5 | 6.22 | 6.5 |
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M10 Mono Wafer - 182mm/150μm (USD) | 0.837 | 0.792 | 0.837 |
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G12 Mono Wafer - 210mm/150μm (RMB) | 8.65 | 8.2 | 8.2 |
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G12 Mono Wafer - 210mm/150μm (USD) | 1.044 | 1.044 | 1.044 |
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Cell (Per Watt) | ||||||||
item | High | Low | Avg | Chg | ||||
M10 Mono PERC Cell (RMB) | 1.11 | 1.05 | 1.08 |
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M10 Mono PERC Cell (USD) | 0.23 | 0.144 | 0.147 |
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G12 Mono PERC Cell (RMB) | 1.11 | 1.05 | 1.08 |
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G12 Mono PERC Cell (USD) | 0.147 | 0.144 | 0.147 |
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Module (Per Watt) | ||||||||
item | High | Low | Avg | Chg | ||||
182mm facial Mono PERC Module (RMB) | 1.8 | 1.63 | 1.75 |
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210mm facial Mono PERC Module (RMB) | 1.82 | 1.73 | 1.75 |
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182mm Bifacial Mono PERC Module (RMB) | 1.8 | 1.65 | 1.77 |
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210mm Bifacial Mono PERC Module (RMB) | 1.82 | 1.7 | 1.77 |
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PV Glass | ||||||||
item | High | Low | Avg | Chg | ||||
2.0mm Coating (RMB) | 19 | 18 | 18.5 |
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3.2mm Coating (RMB) | 26 | 25 | 25.5 |
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PV INSIGHTS | ||||||||
Polysilicon (Per KG) | ||||||||
Item | High | Low | Average | AvgChg | AvgChg% | AvgCNY | ||
PV Grade PolySilicon (9N/9N+) | 39.80 | 15.30 | 25.65 |
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200.0 | ||
N Mono PolySilicon in China (12N/12N+) | Visit here for more PolySilicon price |
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N Mono PolySilicon Outside China (12N/12N+) | Visit here for more PolySilicon price |
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PV Grade PolySilicon in China (9N/9N+) | Visit here for more PolySilicon price |
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PV Grade PolySilicon Outside China (9N/9N+) | Visit here for more PolySilicon price |
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Wafer (Per Pcs.) | ||||||||
Item | High | Low | Average | AvgChg | AvgChg % (%) | AvgCNY | ||
156 mm Multi Solar Wafer | 0.380 | 0.345 | 0.350 |
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2.73 | ||
156 mm High Eff Multi Solar Wafer | 0.380 | 0.345 | 0.352 |
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2.74 | ||
166mm Mono Solar Wafer | 0.695 | 0.660 | 0.689 |
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5.37 | ||
182mm Mono Solar Wafer | 0.835 | 0.795 | 0.823 |
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6.42 | ||
158.75 / 161.75mm Mono Wafer | 0.670 | 0.650 | 0.661 |
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5.15 | ||
161.7+/163.75mm Mono Wafer | 0.700 | 0.675 | 0.683 |
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5.33 | ||
Cell (Per Watt) | ||||||||
Item | High | Low | Average | AvgChg | AvgChg % (%) | AvgCNY | ||
Multi Cell Price | 0.140 | 0.115 | 0.118 |
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0.920 | ||
Poly PERC Cell | 0.170 | 0.120 | 0.132 |
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1.029 | ||
Mono PERC Cell | 0.180 | 0.130 | 0.138 |
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1.076 | ||
China Mono PERC Cell | 0.165 | 0.130 | 0.138 |
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1.076 | ||
158.75/161.75mm Mono PERC Cell | 0.185 | 0.135 | 0.144 |
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1.123 | ||
166mm Mono PERC Cell | 0.165 | 0.135 | 0.141 |
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1.099 | ||
182mm Mono PERC Cell | 0.180 | 0.130 | 0.139 |
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1.084 | ||
210mm Mono PERC Cell | 0.175 | 0.130 | 0.141 |
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1.099 | ||
Module (Per Watt) | ||||||||
Item | High | Low | Average | AvgChg | AvgChg % (%) | AvgCNY | ||
Poly Solar Module | 0.350 | 0.170 | 0.188 |
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1.466 | ||
Poly Module in China | 0.200 | 0.180 | 0.185 |
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1.442 | ||
Poly PERC Module | 0.380 | 0.188 | 0.200 |
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1.559 | ||
Mono PERC Module | 0.380 | 0.195 | 0.212 |
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1.653 | ||
158mm 410/415Wp PERC Module | 0.380 | 0.200 | 0.216 |
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1.684 | ||
166mm 445/450Wp PERC Module | 0.385 | 0.195 | 0.209 |
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1.630 | ||
182mm 550/595Wp PERC Module | 0.380 | 0.195 | 0.211 |
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1.645 | ||
210mm 600/660Wp PERC Module | 0.380 | 0.195 | 0.211 |
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1.645 | ||
Mono PERC Module in China | 0.225 | 0.195 | 0.209 |
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1.630 | ||
ThinFilm Solar Module | 0.310 | 0.210 | 0.231 |
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1.801 | ||
INFOLINK | ||||||||
Polysilicon ?kg? | ||||||||
Item | High | Low | Average price | Change(%) | Change($) | |||
Polysilicon Price - Premium for Mono (RMB) | 237 | 192 | 220 | -1.8 | -4.000 | |||
Wafer ?pc? | ||||||||
Item | High | Low | Average price | Change(%) | Change($) | |||
Mono Wafer - 182mm / 150µm (USD) | 0.846 | 0.807 | 0.830 | +2.6 | +0.021 | |||
Mono Wafer - 182mm / 150µm (RMB) | 6.500 | 6.200 | 6.380 | +2.6 | +0.160 | |||
Mono Wafer - 210mm / 150µm (USD) | 1.067 | 1.066 | 1.067 | -- | -- | |||
Mono Wafer - 210mm / 150µm (RMB) | 8.200 | 8.190 | 8.200 | -- | -- | |||
Cell ?W? | ||||||||
Item | High | Low | Average price | Change(%) | Change($) | |||
Mono PERC Cell - 182mm / 23.0%+ (USD) | 0.220 | 0.143 | 0.144 | +1.4 | +0.002 | |||
Mono PERC Cell - 182mm / 23.0%+ (RMB) | 1.090 | 1.070 | 1.080 | -- | -- | |||
Mono PERC Cell - 210mm / 23.0%+ (USD) | 0.146 | 0.145 | 0.146 | +0.7 | +0.001 | |||
Mono PERC Cell - 210mm / 23.0%+ (RMB) | 1.100 | 1.100 | 1.100 | -- | -- | |||
Monofacial Module ?W? | ||||||||
Item | High | Low | Average price | Change(%) | Change($) | |||
182mm Mono-facial Mono PERC Module (USD) | 0.360 | 0.210 | 0.220 | -- | -- | |||
182mm Mono-facial Mono PERC Module (RMB) | 1.820 | 1.650 | 1.730 | -- | -- | |||
210mm Mono-facial Mono PERC Module (USD) | 0.360 | 0.210 | 0.220 | -- | -- | |||
210mm Mono-facial Mono PERC Module (RMB) | 1.820 | 1.630 | 1.740 | -- | -- | |||
Bifacial Module ?W? | ||||||||
Item | High | Low | Average price | Change(%) | Change($) | |||
182mm Mono PERC Module (USD) | 0.370 | 0.215 | 0.225 | -- | -- | |||
182mm Mono PERC Module (RMB) | 1.850 | 1.670 | 1.750 | -- | -- | |||
210mm Mono PERC Module (USD) | 0.370 | 0.220 | 0.225 | -- | -- | |||
210mm Mono PERC Module (RMB) | 1.830 | 1.680 | 1.760 | -- | -- | |||
China-Projects ?W? | ||||||||
Item | High | Low | Average price | Change(%) | Change($) | |||
182/210mm Monofacial Module - Ground-mounted project | 1.800 | 1.650 | 1.720 | -- | -- | |||
182/210mm Monofacial Module - Distributed project | 1.830 | 1.680 | 1.750 | -- | -- | |||
Region Module ?W? | ||||||||
Item | High | Low | Average price | Change(%) | Change($) | |||
365-375 / 440-450W India-made Mono PERC(USD) | 0.320 | 0.290 | 0.300 | -3.2 | -0.010 | |||
182/210mm Mono PERC-US(USD) | 0.560 | 0.320 | 0.360 | -- | -- | |||
182/210mm Mono PERC-EU(USD) | 0.250 | 0.215 | 0.225 | -- | -- | |||
182/210mm Mono PERC-Australia(USD) | 0.255 | 0.215 | 0.225 | -- | -- | |||
China N Type Module ?W? | ||||||||
Item | High | Low | Average price | Change(%) | Change($) | |||
TOPCon Bifacial Module - 182mm (RMB) | 1.900 | 1.820 | 1.850 | +0.5 | +0.010 | |||
HJT Bifacial Module - 210mm (RMB) | 2.000 | 1.930 | 2.000 | -- | -- | |||
BOM Materials ?m²? module | ||||||||
Item | High | Low | Average price | Change(%) | Change($) | |||
3.2mm Coating PV Glass(RMB) | 26.50 | 25.00 | 25.50 | -- | -- | |||
2.0mm Coating PV Glass(RMB) | 19.50 | 17.50 | 18.50 | -- | -- |
AS Published on Monday 20 March 2023 - n° 437 - Categories:the prices
The PV sector as of 15 March 2023
Silicon:
A slight drop in the price of silicon is evident this week. The price range is back to RMB 200-220/kg. Wafer producers are putting pressure on tier 2 and tier 3 manufacturers.
AS Published on Sunday 19 March 2023 - n° 437 - Categories:the prices, silicon mono/multi
Silicon prices set to fall, says TrendForce; it's not that simple
In a study published on 8 March, Taiwanese analyst firm TrendForce predicts a slight drop in solar panel prices in March. It states that
L R AS Published on Monday 6 March 2023 - n° 435 - Categories:the prices
Prices as at 1 March
Prices as at 1 March
AS Published on Monday 6 March 2023 - n° 435 - Categories:the prices
Prices in the sector from 1 March 2023
The range of panel prices is widening, but prices did not rise in March
Silicon:
Major purchases are being made of silicon. The price remains between 210 and 230 RMB/kg. The upper end of the range is gradually narrowing.
AS Published on Sunday 5 March 2023 - n° 435 - Categories:the prices, silicon mono/multi
Silicon prices remain high
The Bank of China Securities says the price of the photovoltaic industry has stopped rising and may even fall in the future. This comes as the spot price of silicon
L R AS Published on Monday 27 February 2023 - n° 434 - Categories:the prices
Producer prices for 22-23 February
Producer prices for 22-23 February
AS Published on Monday 27 February 2023 - n° 434 - Categories:the prices
InfoLink's 22 February photovoltaic market trend
Silicon
The silicon sector has seen little change this week. February orders are mostly in the shipping phase. Current monograde silicon prices remain at 230 RMB/kg. On the spot market, the high price range
AS Published on Sunday 5 February 2023 - n° 433 - Categories:the prices
Prices in the sector at 1 February
Prices in the sector at1 February