January 03, 2019 Source: Jibang New Energy Network

According to EnergyTrend, the new energy research center of Jibang Consulting, which responds to the holiday effect and the staged standard, the overall market has entered another situation of supply and demand since this week. The upstream silicon material was affected by overseas prices last week, and China's domestic prices were slightly revised down. The market for silicon wafers, batteries and components is in a state of slowing and maintaining stability, and may continue to pervade throughout January until the arrival of the annual holiday in early February. If there is no new policy blessing in January, the market's expectation that the new policy will drive the market may be quenched.

Silicon material

The silicon trading was light this week. Mainland China was affected by the decline in overseas markets last week and the low-priced stocks, and the actual transaction price was forced to drop slightly. Although the current order has already talked about the end of the month, the price is still not able to change too much. In terms of capacity control, the actual number of manufacturers has decreased from 24 to 18 this month, but the corresponding annual output has increased significantly from 294,000 tons to 359,000 tons, of which the newly added capacity is sufficient to meet more than 90% of domestic domestic single crystal demand. Will gradually replace imported silicon. At present, the price of polycrystalline silicon material in China is adjusted to 72~76RMB/KG, and the average price is lowered to 74RMB/KG. The price of silicon material for single crystal is adjusted to 79~83RMB/KG, and the average price is lowered to 80RMB/KG. Overseas silicon prices remain unchanged at 8.2~9.5USD/KG.

Wafer

This week, the wafer market is still developing steadily, and normal production is expected during the New Year holiday in February. In fact, orders for January have been negotiated with the upstream, and there is not much room for bargaining for scattered orders. At present, the price of domestic monocrystalline silicon wafers in China is maintained at 3.05~3.1RMB/Pc, the price of polycrystalline silicon wafers is maintained at 2.05~2.2RMB/Pc, and the price of black silicon wafers is maintained at 2.25RMB/Pc. The prices of single and polycrystalline silicon wafers in overseas markets remain unchanged. The price of monocrystalline silicon wafers is 0.38~0.39USD/Pc, the price of polycrystalline silicon wafers is 0.255~0.28USD/Pc, and the black silicon products remain unchanged at 0.305USD/Pc.

Cell

Demand for the battery market continued to be strong this week, and the market for single-crystal high-efficiency cells is becoming scarcer. Most of the current production is in order to deliver the previous order. The supply and demand of polycrystalline cells is a stable pattern. At present, the price of general polycrystalline batteries in China is maintained at 0.81~0.88RMB/W, the price of general single crystal batteries is maintained at 1~1.08RMB/W, and the price of high-efficiency single crystal batteries is maintained at 1.20~1.25RMB/W. (>21.5%) Battery prices are maintained at 1.23~1.3RMB/W. The price of overseas general polycrystalline batteries is maintained at 0.105~0.13USD/W, the price of general single crystal batteries is maintained at 0.135~0.158USD/W, and the price of high-efficiency single crystal batteries is maintained at 0.16~0.173USD/W, special high-efficiency single crystal (>21.5 %) The battery price is maintained at 0.17~0.178USD/W. The double-sided battery market price is 1.35RMB/W on the station.

Component

After the end of overseas holidays and China's domestic phased standards, the atmosphere in the component market has slowed significantly this week. At present, the price of general polycrystalline (270W~275W) components in China is maintained at 1.80~1.85RMB/W, and the price of high-efficiency polycrystalline (280~285W) components is maintained at 1.83~1.93RMB/W, generally single crystal (290~295W) components. The price is maintained at 1.83~1.96RMB/W, the price of high-efficiency single crystal (300~305W) components is maintained at 2.1~2.20RMB/W, and the price of special high-efficiency single crystal (>310W) components is maintained at 2.23RMB/W. The price of overseas general polycrystalline modules is maintained at 0.207~0.265USD/W, the price of high-efficiency polycrystalline modules is maintained at 0.212~0.275USD/W, and the price of general single crystal modules is maintained at 0.242~0.36USD/W. The price of high-efficiency monocrystalline modules remains at 0.265~0.38USD/W.