Source: Jibang New Energy Network

       After the 630 rushing tide in China, the price and demand of the solar supply chain did not fall as expected, and even slightly increased, which made manufacturers disagree on the follow-up trend.

       According to EnergyTrend, the transaction price of each link was generally stable this week. Except for overseas products, there was still a slight increase, and ordinary single crystals fell slightly due to the decline in demand. The remaining links were basically flat. Looking forward to the future, in addition to the silicon wafers will still be in short supply, orders can be more than one month, so the rise is clear, the rest of the links, especially the downstream, market quotes are mixed, noise amplification.

       Polysilicon

       Polysilicon was encouraged by the high visibility and price increase of downstream wafer orders, and the increase in China's polysilicon companies this week. However, because the price of overseas polysilicon has not changed, and the market atmosphere has not yet reached the level of supply shortage, only some buyers accept slightly higher prices.

       EnergyTrend expects that the visibility of the downstream market in mainland China is not high. Although the silicon companies have overseas demand to support, but with the decline in local demand in mainland China, the growth rate of wafer orders will also slow down, and the price of polysilicon will be in the wafer factory. The request will start to be lowered, and the expected time will be between mid-July and early August.

       Wafer

       Wafer is still a strong link this week, although the price has not changed much, but most of the company orders have been signed to the end of July, which is the highest visibility of orders in all links. Based on the high-end advantage of capacity utilization, silicon wafers will continue to gain more voices this month, and downstream battery manufacturers will tend to be weaker.

       Taiwan's wafer prices have risen slightly this week, mainly from the price of individual manufacturers to supplement the high-efficiency wafers. Compared with polycrystalline silicon wafers, monocrystalline silicon wafers are in high price and short-term demand is weak. Although it is expected that the demand will be picked up under the support of Article 201 and the front runners, the single crystal manufacturers will still avoid excessive price difference with polycrystal. And lost the market, so the price cut is still strong.

       Cell

       The price of the battery is still stable this week, but the follow-up still needs to be treated with caution. The demand for third-area battery capacity is still high, but the price has reached the ceiling that is currently acceptable for downstream component ends. At present, the battery price of Taiwanese manufacturers is generally above USD 0.235/W, while the third place is up to USD 0.245/W; the mainstream price in mainland China is RMB 1.8-1.83/W. The single crystal segment, due to weaker downstream demand this week, most of the component plant's production line schedules are mainly for the 630 deferred project polycrystalline, so it declined slightly.

       Component

       This week, the price of the third component rose slightly, and the growth rate slowed down noticeably. It is expected that the price should not rise again until there is no further news in Article 201. In mainland China, although the production of large-scale components is still available until the end of the month, the price is still stable because it is expected that domestic demand will weaken in the latter part of the year.