Silicon: Stable overall, while a drop in overseas market
The silicon price maintained stable at the end of this month.
According to the data of the China Silicon Industry, polysilicon enterprises have not signed long-term orders in July, and are still mainly carrying out early orders. At present, the operating rate of silicon wafer enterprises remained low, and the supply and demand are relatively balanced. The price of first-line silicon wafer enterprises led by Zhonghuan Semiconductor decreased by over 8%, and the raw materials price will not continue to rise.
It was reported that overseas polysilicon prices have begun to decline. Solarbe Consulting, however, believes that the price of domestic silicon will not drop too fast in the short term.
Wafer: Obvious downward trend, will maintain in the short term
With the new silicon wafer production capacity of JYT Corporation, Gaojing, Hongyuan, etc. being built and put into operation in late June, the demand for wafer will remain high.
Even if some silicon wafer enterprises reduce the operating rate, the price of the industrial chain has shown signs of cooling down. Without any accident, the operating rate will not fall again, but will rise. With the completion of the new production capacity of new players and the new production capacity of old players, the battle for market share will become increasingly fierce. Is it to reduce production to ensure profit margin or start to seize the market? The conclusion is self-evident. The ability of cost control has been testing the silicon manufacturers.
Zhonghuan Semiconductor announced on Tuesday the price of monocrystalline silicon wafer in June. Due to the recent lack of global photovoltaic module installation and the high cost of downstream cells and modules, the price of monocrystalline silicon wafer will be adjusted. The price of silicon wafers has started to fall, whether it’s because companies have stopped buying or for other reasons.
Cell: A small decline, grasp the profit gap
Compared with the decline of wafer, the cells left about RMB 0.03 for themselves. Since January, the joint “resistance” has brought results. However, this trend will not last long. After the new silicon wafer production capacity rises, a new round of fierce game will start again. Before that, the operating rate of cells will climb again.
Module: price maintain stable, profit guaranteed due to cost reduction
The module prices this week are flat with last week’s. After months of sluggish terminal demand, module companies finally saw the silver lining. Solarbe Consulting believes that in the short term, the price of silicon wafers is on a downward trend, reducing the production costs of cells and modules, and bringing vitality to the depressed terminal market. Feedback from the terminal market was expected to be seen in the bidding price next month.
About Solarbe Consulting
Relying on Solarbe, the authoritative media in the photovoltaic industry, Solarbe Consulting focuses on data and industry research. It provides photovoltaic enterprises with market data, enterprise consulting, price trend, enterprise analysis, market research, customized report and other services, helping enterprises make correct decisions in sales, production, expansion and decision-making.
