The hottest photovoltaic price trend, the upstream

PV price trend: the upstream and downstream continue to pull the battery link under greater pressure

the solar supply chain market this week is similar to that of last week. The prices of silicon materials and silicon wafers in the upstream are still high, and they are sold in cash, while the prices of cells and components in the downstream are under pressure. As the price of silicon wafers continues to rise and the price of battery wafers continues to fall, the upstream and downstream tearing up of battery wafers is more serious. It is expected that the decline in the production rate of battery wafers in the next two weeks will gradually emerge

silicon material

the price of silicon material in Chinese Mainland rose to rmb/kg this week under the influence of the increased quotation of some manufacturers. Although the silicon wafer manufacturers are in the final rush period, most of the silicon material manufacturers said that under this price, the downstream delivery force has shown fatigue, and it is expected to reduce prices with the silicon wafer in mid September

silicon wafer

although the price of polysilicon wafer in Chinese Mainland has not changed much this week, the price of polysilicon wafer in Taiwan rose to more than us$0.72/pc in September, mainly due to the reaction of silicon wafer manufacturers that the price of silicon material rose; In addition, the supply of silicon wafers in Taiwan is still limited, and the market can only accept the increase of quotation when it is difficult to obtain a piece

in terms of monocrystalline silicon chips, the market price was pushed up synchronously under the influence of power failure and production reduction of leading plants, which account for 35% of the total supply. 3. The detection is normal, but the light does not light up and the grid rises. In addition to the reason that the limited supply prompted the market to stock up in advance, on the other hand, it also benefited from the structural layout optimization design of some battery manufacturers for the structure of spring tension and compression testing machine. Due to the high price of polysilicon chips, it turned to the production of single crystal batteries, resulting in the rising demand for single crystal silicon chips

battery cells

battery cells are still the distorted core of this wave of price trends. At the request of front-line component manufacturers, the price of polycrystalline battery cells has fallen to RMB1 78/w, close to the requirements of rmb1.7/w of the first-line component factory. At present, the battery chip manufacturers with competitive prices still have gross profit under the upstream and downstream prices, but they have no net profit. Therefore, they began to have various ways to respond to the market trend, including reducing the production rate, cutting the polycrystalline production line to single crystal, changing to adopt lower order polycrystalline silicon chips, etc. It is expected that the price of polycrystalline cells will continue to rise to RMB1 in the next two weeks 71/w is close, and the operation condition can be relieved only after the upstream price is reduced in the middle of the year

components

although the demand of the leader plan is expected in September, the installation of the direct electronic tensile testing machine can't be sloppy at all. It's not until this week that we began to increase investment attraction at the beginning of the week, which is later than expected. The main reason is that there are still framework problems in some installation areas, resulting in the delay of installation progress. We will continue to observe the deployment of subsequent component demand, At present, the possibility of partial installation delay cannot be ruled out. The price of components did not fluctuate much this week