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Price Trend: Supply and Demand of Polysilicon and Si-wafer Sectors Are Getting Tight, and End Market Will Focus on Price-performance Ratio
2019-05-09   |  Editor:Annie Chueh  |  149 Numbers

This week, the overall market atmosphere focused on the project content of domestic policy. The purchase standard of end-system manufacturers is based on the price-performance ratio which will be indicated with grid-parity. The interaction between the upstream polysilicon and si-wafer sectors is getting strained. The reduction of polysilicon supply and the decrease of the existing inventory of si-wafer were the cause of tension. So far, downstream PV cell and module price trends have been unpredictable because of the need for time to digest the policy content and the future product layout for manufacturers. It is estimated that at the end of this month, changes in the trend of products will gradually become clear. In terms of the subsequent overall market trend, the overseas market will continue to promote the progress of the installed capacity of each region. In terms of future product layout changes in the market, the price trend will be determined by the actual supply of product content.

Polysilicon

This week, polysilicon market price continued to maintain a slow warming pattern. In May, major manufacturers entered routine maintenance. The overall supply maintained about 22,000 tons, which was less than 20% production capacity compared to last month. Owing to downstream growing demand and limited capacity in the future, it is expected that future price trend will be optimistic. So far, domestic multi-si material price has been 60-65RMB/KG, with the average price remaining at 64RMB/KG. Mono-si material price has been 72-78RMB/KG, with the average price remaining at 76RMB/KG. Overseas price has been 9.00-10.22USD/KG. Due to the impact of exchange rate, global average price has decreased to 9.59USD/KG.

Si-wafer

The price of si-wafer market hasn’t changed this week. The introduction of the new policy before the holiday hasn’t really spread to the market, and it is estimated that there will be news of price hikes in the coming weeks. So far, overseas mono-si wafer price has remained at 0.415-0.425USD/Pc. Multi-si price has remained at 0.250-0.270USD/Pc. Black silicon product price has remained at 0.280USD/Pc. Domestic mono-si price has remained at 3.00-3.17RMB/Pc. Multi-si price has remained at 1.90-2.00RMB/Pc. Black silicon product price has remained at 2.13RMB/Pc.

PV cell

This week, for PV cell, the overseas market was relatively stable. The domestic market was affected by the new policy effect, and some manufacturers started the bargaining process. The new policy provided a comparative advantage for products with high price–performance ratio. Currently, there is a certain gap between the most efficient products and the lowest price products in the market. It is estimated that the future market choice of product content will be determined by the actual supply and demand. Compared to the stable stock-up for overseas market, mono-si and multi-si products had their own market favor. No signs of active stock-up have been seen. So far, overseas general multi-si price has remained at 0.115-0.129USD/W. General mono-si price has remained at 0.121-0.128USD/W. High-efficiency mono-si price has remained at 0.155-0.165USD/W. Ultra-high efficiency mono-si (>21.5%) price has remained at 0.155-0.180USD/W. Domestic general multi-si price has increased to 0.83-0.87RMB/W, with the average price falling to 0.86RMB/W. General mono-si price has remained at 0.90-0.95RMB/W. High-efficiency mono-si price has been 1.15-1.20RMB/W, with the average price growing to 1.17RMB/W. Ultra-high efficiency mono-si (>21.5%) price has been 1.18-1.25RMB/W. Double-sided PV cell price has remained at 1.21-1.26RMB/W.

Module

This week, module market price continued to stabilize. The United States in overseas markets appeared to show signs of continued warming, with prices increasing as the number of third party shipments to the United States grew. The pointer project for new policy content landed. It is estimated that it will take another 2-3 weeks to ferment to the module sector. So far, overseas general multi-si (270-275W) price has been 0.205-0.260USD/W, with the average price remaining at 0.225USD/W. High-efficiency multi-si (280-285W) price has been 0.218-0.230USD/W, with the average price remaining at 0.230USD/W. General mono-si (290-295W) price has remained at 0.231-0.251USD/W. High-efficiency mono-si (300-305W) price has remained at 0.268-0.350USD/W. Ultra-high efficiency mono-si (>310W) price has been 0.283-0.375USD/W, with the average price remaining at 0.285USD/W.

Domestic general multi-si price has remained at 1.70-1.75RMB/W. High-efficiency multi-si price has remained at 1.80-1.85RMB/W. General mono-si price has remained at 1.83-1.90RMB/W. High-efficiency mono-si price has remained at 2.05-2.10RMB/W. Ultra-high efficiency mono-si price has remained at 2.10-2.20RMB/W.

 
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