Silicon
The silicon material price rose slightly this week.
There are some reasons led to this situation. Directly, rush orders and replenishment orders quickly led to the markup of the silicon material, under the circumstance of no stocking left, especially in September. However, primarily, the terminal demand activated the operation rate and raised silicon silicon price to a large extent, leading to the mismatch between the supply and demand, causing the price rise.
According to the statistics from China Nonferrous Metals Industry Association Silicon Branch, the silicon supply within the year would be stable, the mismatch between supply and demand may last for a short period of time and hard to be meddled.
This week, the average price of monocrystalline recharging material was RMB 213,500 yuan/ton, up 0.95% month on month, 211,000 yuan/ton for polysilicon prime for mono, up 0.48% month on month, and 208,000 yuan/ton for polysilicon prime for multi, up 0.48% month on month. The average price of polycrystalline materials was 10,300 yuan/ton, up 3% month on month.
Wafer
Longi released latest wafer prices on September 14, with each size rose RMB 0.25-0.3 yuan/piece.
The latest price of G1 wafer was RMB 5.24 yuan/piece, up 5.01% month on month, 5.34 yuan/piece for M6, up 4.91% month on month, 6.41 yuan/piece for M10, up 4.91% month on month.
Wafer gradually shows the fact that the supply falls short to the demand.
Cell
Due to the significant adjustment of silicon wafer price, the latest quotation of cell is still under discussion. At present, in the fierce game between cell enterprises and module enterprises for cell price, no new orders have been reached. According to the price increase of RMB 0.3 yuan/piece of silicon wafer, the corresponding increase in cell cost is about RMB 0.03 yuan. When the same price is transmitted to modules, the average spot price will reach RMB 1.83 yuan/W, which is difficult for the terminal to accept.
Module
Due to the cost pressure of raw material and auxiliary materials, module end has raised its price to counter. The wafer price rise this week would bring huge pressure to cell end. Whether the cell can transmit the cost is the crucial factor affecting the pricing of modules. In addition, the price of auxiliary materials such as film increases greatly, which may affect the operating rate of modules based on all factors.
Since September 16, photovoltaic packaging film manufacturers have issued price increase letters, saying that since the second half of the year, the raw material prices of photovoltaic products have continued to rise, and continue to rise rapidly in the near future.
In addition, according to Solarbe Consulting, affected by the national document Improve the Scheme of Dual Control System of Energy Consumption Intensity and Total Amount, especially in Yunnan and Xinjiang, the price of aluminum rises rapidly. The pricing method of aluminum for photovoltaic frame is aluminum price plus processing fee. The rise of aluminum price is bound to increase the cost of frame. Basically, for every 1,000 yuan/ton increase in aluminum price, the price per watt of modules will increase by RMB 0.005 yuan, though the price change is relatively little, the demand for working capital of aluminum plants has increased, forcing small-scale plants to shut down.
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.
