June 08, 2017 Source: Jibang New Energy Network

The convergence of multiple factors has caused the market demand for the photovoltaic industry to extend in July. It is understood that this week, except for the battery segment, the other links have limited gains. However, due to factors such as the continued appreciation of the renminbi and the lack of capacity in the third place, the demand for Taiwan and mainland China has become more common.

The recent 630 rush to influence the market price has seen new developments this week. Due to frequent problems such as land surveys, supplier breaches, and contractor's starting price, the installation could not be completed on time and may cause quality problems. Therefore, many operators have extended their petitions to the central government for a delay of 630. Although there is no official response at present, but because the supplier sees that the solar project can not be dragged over 630 and smashed the fire, it has seriously affected the profit of the power station investors. In addition, the payment may not be equal to the 630 deadline. Under the risk considerations, some power stations decided not to grab the equipment and switch to a more stable price to wait for the petition result. This is the main reason why the 630 grab demand has been extended to July.

The following is the price analysis of the most concerned PV products:

1, polysilicon

Polysilicon continued its steady growth last week. The first-line companies had sold out their orders in June, but they were limited by the inquiries in July. At present, they have adopted the method of raising prices. Although the transaction price has increased somewhat, the ratio is limited. The main price is maintained at RMB 116/kg, but the high quality materials are kept at RMB 120/kg.

2, silicon

As for the silicon wafers, there is no shortage of goods to sell, only a small amount of spot can be sold, although the price is higher, but the transaction volume is not large. This week, the price of Taiwan's special high-efficiency wafers is still dominated by USD 0.625/pcs, while mainland China has a small increase, ranging from RMB 4.77-4.82/pcs.

3, battery

Battery chips continued to rise this week. The price of battery tablets in mainland China has reached RMB 1.85/W, but there are not many businesses that can be sold before 630. The price of Taiwan also continued to rise, and the transaction price of 18.4% of the battery reached USD 0.225/W.

Although Taiwanese manufacturers are generally uneasy about the price of orders after mid-June, they want to try to complete the shipments in the past two weeks. However, due to the fermentation of the US 201, the third-place battery capacity has a crowding effect on European demand. Need the support of Taiwan battery. Due to the high season in Europe and the impact of the shortage of supply in Europe due to the bankruptcy of SolarWorld, the capacity utilization rate of Taiwan battery will be helpful.

4, components

The components are singular, and the components that can be shipped before next week, the price is rising, the polycrystalline 270W even has a transaction price of more than RMB 3.05/W; however, because most manufacturers still have insufficient capacity supply, they are sold out, so the overall price The price has only risen slightly.

In addition to the small-volume increase in the average price of components this week, the other part is affected by exchange rate changes. Although the 630 demand has a backward deferral phenomenon, and the orders in July are generally not empty, but the manufacturers are still bearish on the component prices after the end of June, that there should be a wave of adjustment after the tight supply.