8.4 C
Berlin

Polysilicon prices decline, module prices may follow suit

According to the latest data released by China’s Silicon Branch, polysilicon prices have declined slightly by around 1.20% this week. Polysilicon recharging is now priced between CNY 222 to 246/kg, with an average transaction price standing at CNY 239.5/kg, down by 1.20%.

Polysilicon prices decline, module prices may follow suit--Solarbe Global

Prime for mono now costs CNY 220-244/kg, with CNY 237.4/kg on average, down 1.12%.

The price of prime for multi has fallen by 1.22% to CNY 237.3/kg on average.

Although the lowest transaction prices have remained unchanged, the highest prices have all been lowered by CNY 2/kg. As a result, the price differences have started to narrow.

In terms of upstream supply and demand, some analyses suggest that the increasing operating rate of wafer manufacturers has prevented the decrease of polysilicon prices. However, when considering the current supply and demand situation across the entire industry chain, it is unlikely that the oversupply of polysilicon will change in the short term. At present, there is a stockpile of nearly 100,000 tons of polysilicon, which could impact the pricing of new orders.

Recently, wafer prices have slightly increased due to limited supply of both polysilicon and crucibles. The demand for producing 300-350 GW wafers per year can be met if imported materials are used for the inner layer of the crucibles. However, there is still a gap to fill global module demand, which is not conducive to the full release of wafer production capacity.

Using domestic materials may slightly increase the cost of crystal pulling. Therefore, leading wafer manufacturers with long-term contracts to lock quartz sand purchase prices have an advantage in this round of competition.

Solarbe analysts say that downstream cell and module sectors are unwilling to accept high prices, and the power struggle between upstream and downstream sectors continues.

As polysilicon inventory continues to accumulate, its prices have begun to decline, and this will gradually have a greater impact on wafer prices than crucibles. This means wafer prices may remain stable in the short term, but over the long term, they are likely to trend downward, which will drive down the prices of cells and modules.

Solarbe believes that starting in March, the prices of polysilicon, wafers, cells, and modules will gradually decline. This will more accurately reflect changes in supply and demand, and revitalize the global market.

LEAVE A REPLY

Please enter your comment!
Please enter your name here

You Might Also Like

Mono wafer prices rise slightly by up to 2.25%

This week has seen an uptick in the price of solar wafers. M10 mono wafers (182mm/150μm) are now priced between CNY 6.22-6.5 per piece,...

TCL Zhonghuan keeps p-type wafer prices unchanged despite quartz sand scarcity

Despite the skyrocketing prices of high-purity quartz sand, TCL Zhonghuan has decided to keep its p-type wafer prices unchanged. This decision was reflected in...

DAS Solar releases latest n-type solar cell and module prices

Solar cell and module manufacturer DAS Solar released the prices for its n-type cell and module on Tuesday. Bifacial 182 mm mono n-type solar cells,...

Wafer prices skyrocket as supply shortage looms

The price of wafers has skyrocketed this week due to a shortage of supply, said China’s Silicon Industry Branch. M10 mono wafers are now priced...

Polysilicon prices continue going upwards

Prices of polysilicon have continued to rise this week. Recharging polysilicon is now priced at CNY 220 (US$32.41)/kg to CNY 249 (US$36.68)/kg, an increase...

Tongwei to add 120,000 tons of polysilicon production capacity

Tongwei Group and Leshan Government signed an investment agreement to build a 120,000 ton high purity silicon manufacturing facility with an investment of CNY...

Popular Posts

Module shipment ranking 2022: Top 10 manufacturers shipped 240 GW globally

In 2022, the top 10 Chinese manufacturers have shipped over 240 GW modules globally, up 60% and occupying over 90% of global demand, according...

Mellow Energy announces first large-area perovskite solar module rollout

Mellow Energy, a perovskite solar module manufacturer in China, has announced that its first large-area (30 cm × 30 cm) perovskite solar module has...

Key Energy 2023 Rimini | Zonergy High-performance Products Catch Eyes

Key Energy 2023 Rimini, the International Expo on Energy and Sustainable Mobility, was held from 22 to 24 March 2023 at the Rimini Exhibition...

Shuangliang starts building 50 GW of monocrystalline silicon project

The commencement activity of Shuangliang Phase III 50 GW monocrystalline silicon project was held in the Xitu High-tech Zone, Inner Mongolia’s Baotou City on...

Longi’s 29 GW HPBC cell project goes online, resets the record

Industry giant Longi Solar has put their annual 29 GW of high-efficiency mono crystalline cell project in Shaanxi Province into production yesterday, which were...

Main application, prospect of carbon neutralization technologies

The Ministry of Science and Technology recently organized the first meeting of the National Carbon Neutralization Technology Expert Committee in Beijing to assess the...
Join Our Newsletter

Latest article

Key Energy 2023 Rimini | Zonergy High-performance Products Catch Eyes

Key Energy 2023 Rimini, the International Expo on Energy and Sustainable Mobility, was held from 22 to 24 March 2023 at the Rimini Exhibition...

CATL announces new perovskite solar cell patent

Leading battery manufacturer Contemporary Amperex Technology Co., Limited (CATL) has announced their new patents on “perovskite solar cells and their preparation methods and power...

NEA regulates to accelerate integration of oil, gas exploration with new energy

The National Energy Administration recently issued the Action Plan for Accelerating the Integrated Development of Oil and Gas Exploration and Development and New Energy...

Huasun Himalaya G12-132 module creates another new record on module power

Recently, certified by TÜV SÜD, a world's authoritative testing organization, Huasun Himalaya G12-132 series high-efficient HJT modules have created another module power record of 723.97W,...

Upcoming Event

Solar Focus | Meet the Surging Solar Power Needs in Spain

On March 30, Solarbe Global will invite experts from S&P Global Commodity Insights, JA Solar and Aquila Capital to discuss the opportunities and challenges in solar PV deployment in Spain.

[Event] 2nd International Integrated-PV Workshop

Based on the highly successful 1st  IPV Workshop in 2022, the 2nd edition will focus on latest innovations that will help shaping this new but fast-growing segment within the solar PV industry. Technologies include Building-integrated PV (BIPV), Floating PV, Agrivoltaics, and Vehicle-integrated PV (VIPV).