Since most of the solar silicon material orders have been signed in March, there are not many remaining materials for sale. This week, the solar silicon material enterprises mainly delivered pre-orders, and there were few transactions in the market, and only a few companies signed scattered orders. At present, the release progress of new solar silicon material capacity has not met expectations, while the release of new solar silicon wafer capacity has accelerated. Coupled with the high operating rate of solar silicon wafers, solar silicon material is still in short supply. At the same time, solar energy Wafer prices have risen, and solar silicon material prices have become more acceptable.Observing the production, operation and shipment of solar silicon materials, the previous round line maintenance companies began to gradually resume normal operation, but in April, domestic solar silicon materials companies have a two-month maintenance plan, and overseas solar silicon materials companies have maintenance And shipping logistics has not yet returned to normal, it is expected that the increase in the supply of solar silicon materials in April will still be limited.
The mainstream transaction price of M6 is about USD0.86/piece, the mainstream transaction price of M10 is about USD1.04/piece, and the mainstream transaction price of G12 is about USD1.39/piece. Recently, due to the intensification of the epidemic in various places, the operating rate and logistics of some enterprises have been affected to a certain extent. There is also a shortage of raw material quartz sand for single crystal rod crucibles, and some large-sized solar silicon wafers are in short supply. According to market feedback, there have been continuous Orders, if the subsequent insufficient supply of crucibles will have an impact on the rod pulling process, it will aggravate the situation of short supply, and the price of solar silicon wafers may still rise.
The mainstream transaction price of monocrystalline M6 cells is around USD0.17/W, the mainstream transaction price of M10 cells is around USD0.18/W, and the mainstream transaction price of G12 cells is around USD0.18/W. Recently, the game situation between upstream and downstream has gradually become clear. Following the increase in the price of solar cells in early March, the PV module side has successively accepted price increases, and the transaction high and low prices of solar cells have risen. With less demand, it is expected that the price of solar cells will be stable in the follow-up.
This week, the mainstream transaction price of monocrystalline 166MM photovoltaic modules rose to around USD0.29/W, the mainstream transaction price of monocrystalline 182MM photovoltaic modules rose slightly to around USD0.3/W, and the mainstream transaction price of monocrystalline 210MM photovoltaic modules increased by 1.06% to USD0 .3/W or so. Recently, Shandong Electric Power Engineering Consulting Institute Co., Ltd. officially opened the bidding for the frame of photovoltaic modules in 2022. Judging from the bidding price, the quotations of 182MM and 210MM single-sided photovoltaic modules are between USD0.28/W-USD0.3 yuan/W. After a period of gaming, the terminal market has gradually accepted the increase in the price of photovoltaic modules. Both the centralized and distributed quotations have increased, and the average transaction price has increased. However, some project developers still take a wait-and-see attitude.In terms of auxiliary materials, the price of glass continued to remain stable this week. The mainstream transaction price of glass with a thickness of 3.2mm this week was about USD4.24/㎡, and the mainstream transaction price of glass with a thickness of 2.0mm was about USD3.3/㎡. This week, glass companies tried to raise their quotations, but the glass market has been in sufficient supply recently, and the acceptance of the increase in the price of glass in the photovoltaic module segment is low. At present, the glass price continues to remain stable.
Next week forecast
It is expected that the price of photovoltaic modules will continue to rise next week. It is hoped that customers with projects will stock up as soon as possible to reduce the cost loss caused by the continued price rise.