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Jiangsu Guoyang Photoelectric Technology Co., Ltd.


Recent solar cell price trend

The main reason for the sharp drop in silicon wafer prices the near future is that the original M10 inventory superimposed on M10 broke out in a concentrated manner, which caused a certain degree of market panic and led to a sharp drop in M6 prices. G12 compared with the mainstream size silicon volume is not large, the price is stable. From the Angle of inventory, market forecast, about more than 100 million 182 mm size silicon (about 1 GW) inventory digestion, mainly for the enterprise inventory turnover and a normal silicon companies stockpiling supplies, stock up reason is expected Q4 installed optimistic, so the enterprise after the furnace type conversion will produce silicon rod into inventory, and concentrated slice in the near future.

From the perspective of demand, the operating rate of solar panel factory is still 60% as of this week, indicating that battery factory did not respond to the sudden price reduction in time, and the break-even of the whole year makes battery factory unwilling to give profits. According to the situation at both ends of supply and demand, this week's silicon wafer manufacturers shipped very little in the context of low profits and inactive solar panel procurement, which also explains the recent appearance of a price for silicon cell a day.

Terminal demand has been weak recently, mainly because of high solar module prices and delayed orders already signed. But this week after the price of silicon cells fell, the component side of the operation rate did not fall but rose, proving that terminal demand is still strong, first-line enterprises and integrated enterprises will not choose to wait and see. Therefore, it is expected that the group price end will simultaneously transmit the logic of price drop and volume rise, and after the end demand picks up, the price of silicon cell will stop falling and stabilize.