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Price Trend: Market demand momentum is becoming more and more obvious, orders are expected to be delivered in the fourth quarter
2019-09-12   |  Editor:et_editor  |  247 Numbers

This week overall market continues the upward trajectory from last week. A lot more trading is taking place. In the upstream market, multi polysilicon is bouncing back, while the mono polysilicon maintains its stability. Regarding the wafers, the market expects positive change, which has yet to be reflected in the closing price. Cells are also facing a similar situation. There is not much change in the module market, being the slowest to adjust. Looking ahead, the power struggle between the upstream and downstream manufacturers are rapidly intensifying. It is estimated that part of the purchase agreements from Q4 will be negotiated and signed by the end of the month. The overseas market has also joined the club of rising demand. Given that the global demand is also activated in Q4, it depends on the changes in the market price to determine whether or not the abundant supply chain can fully cover the demand.

Polysilicon

The price of the multi polysilicon has begun to shift. As for the mono polysilicon, because most of the purchase contracts in this month have been signed, last-minute orders have limited impact on the market price. The rising price of the multi polysilicon is the product of an increasing demand and inadequate supply, which continued from last week. Most of the manufacturers which are under regular maintenance of capacity are returning to operate at full capacity. Therefore the shortage in supply in this month is inevitable. There is no significant change in the overseas prices. The exchange rate is also stabilizing.

The range of the price revision remains unchanged at 8.74~9.74USD/KG at the moment. The average price is lowered to 9.05USD/KG. The global average price has risen to 8.94USD/KG.

In the domestic market, the range of polysilicon price revision is 59~63RMB/KG. The average price is raised to 61RMB/KG. The price range of the mono polysilicon remains unchanged at 73~76RMB/KG.

Wafers

An incremental change is taking place in the price of wafers. The price of the multi-Si wafers has once again shifted, narrowing the price range. The average price is quite stable by all appearances. Mono-Si wafer manufacturers are struggling to increase the prices with little success. However, a small number of small and medium-sized manufacturers have followed the footsteps of multi-Si wafers and slightly increased the price.

In the overseas market, the price range of the 156.75mm mono-Si wafers remains unchanged at 0.395~0.421USD/Pc at the moment. The average price is 0.408USD/Pc. The price of the 158.75mm mono-Si wafers remains unchanged at 0.445~0.455USD/Pc. The price of the mono-Si wafers with the size of 161.75mm and above remains unchanged at 0.460USD/Pc. The price range of the multi-Si wafer remains unchanged at 0.226~0.230USD/Pc. The price of the black silicon products remains unchanged at 0.260USD/Pc.

In the domestic market, the price range of the mono-Si wafers remains unchanged at 3.02~3.15RMB/Pc. The average price is 3.08RMB/Pc. The price range of the 158.75mm mono-Si wafers remains unchanged at 3.30~3.40RMB/Pc. The price of the mono-Si wafers with the size of 161.75mm remains unchanged at 3.45RMB/ Pc. The range of the multi-Si wafer price revision is 1.82~1.85RMB/Pc. The average price remains unchanged at 1.83RMB/Pc. The price of the black silicon product remains unchanged at 2.06RMB/Pc.

Cell

The signals of a rising cell price in the market are getting brighter and brighter this week, although the price has not changed much. The pressure to increase the price is mounting in the market. The mono-Si cells are not the only ones screaming for a rise in the price. The multi PERC cells are also itching to creep upward. Even some manufacturers have already revised its price by 0.01~0.02 RMB. The market is showing all kinds of signs that the bargaining power between the upstream and downstream players determines the closing price. 

In the overseas market, the price range of the general multi-Si cell remains unchanged at 0.102~0.123USD/W. The price range of the general mono-Si cells remains unchanged at 0.105~0.115USD/W. The price range of the high-efficiency mono-Si cells remains unchanged at 0.131~0.150USD/W. The price range of the superior high-efficiency mono-Si cell (>21.5%) remains unchanged at 0.122~0.178USD/W.

In the domestic market, the price range of the general multi-Si cells remains unchanged at 0.80~0.83RMB/W at the moment. The price of the high-efficiency multi-Si cells remains unchanged at 0.85RMB/W. The range of the general mono-Si cell price revision is 0.82~0.85RMB/W. The average price remains unchanged. At 0.84RMB/W. The price range of the high-efficiency mono-Si cell remains unchanged at 0.91~0.94RMB/W. The range of the superior high-efficiency mono-Si cell (>21.5%) price revision is 0.95~1.00RMB/W. The average price is lowered to 0.99RMB/W. The price of the bifacial high-efficiency mono-Si cells remains unchanged at 0.96RMB/W. The price of the bifacial superior high-efficiency mono-Si cells (>21.5%) is revised down to 1.01RMB/W.

Module

The module market is still stable with a slightly weak demand, although the upstream market is bustling. Due to a shorter production cycle, modules are not affected by the changes in the upstream market. The immediate demand is still what drives the module market.

In the overseas market, the price range of the general multi-Si (270-275W) remains unchanged at 0.205~0.248USD/W at the moment. The average price is lowered to 0.210USD/W. The range of high-efficiency multi-Si (280-285W) price revision remains unchanged at 0.212~0.220USD/W. The average price remains unchanged at 0.216USD/W. The price range of the general mono-Si (290-295W) remains unchanged at 0.235~0.251USD/W. The price range of the high-efficiency mono-Si (300-305W) remains unchanged at 0.265~0.330USD/W. The price range of the superior-high efficiency mono-Si (>310W) remains unchanged at 0.253~0.405USD/W.

In the domestic market, the price range of the general multi-Si (270W~275W) remains unchanged at 1.65~1.75RMB/W. The price range of the high-efficiency multi-Si (280W~285W) remains unchanged at 1.76~1.85RMB/W. The price range of the general mono-Si (290W~295W) remains unchanged at 1.83~1.90RMB/W. The price range of high-efficiency mono-Si (300-305W) remains unchanged at 1.90~2.03RMB/W. The price range of the superior-high efficiency mono-Si (>310W) remains unchanged at 1.88~2.13RMB/W.

 
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