PV price trend: “Drawing goods tide” is about to open the supply level of each supply chain

In addition to the beginning of changes in the price of upstream silicon, the price of the remaining supply chain this week still maintains the original quotation level. However, the market has begun to show the momentum of pulling goods, reflected in the atmosphere of digesting stocks. With the arrival of the peak season in the second quarter, the strength of pulling goods is bound to strengthen, and the overall supply chain price trend will continue to increase due to the reduction of inventory levels.

Silicon material

Affected by the shortage of supply of silicon materials for single crystals, the price of silicon materials is still slightly increased this week. The main price of dense materials is determined to be above RMB120/kg, and the average transaction price is about RMB122~128/kg. The price of the materials also lasted for more than RMB130/kg.

Since the silicon wafer is still in the destocking stage, the price of silicon material is still not affected by the silicon wafer, and the future trend depends on the changes in the overall industry chain demand. As the wafer faucet factory may offer new quotations in late April, the trend of slower growth of silicon material manufacturers may change due to changes in wafer prices.

Wafer

The current price change of silicon wafers is flat, mainly because the digested inventory is still digested, and the pulling force from the end market has not affected the wafer end, so no obvious increase in demand has been seen. Monocrystalline silicon wafers have a demand that is greater than supply, mainly due to insufficient inventory. This also led to a slight increase in the price of a few transactions. The quotation at the end of the month may affect the subsequent price changes of single and silicon chips.

Cell

The price of polycrystalline solar cells has risen slightly this week, mainly due to the indirect increase in demand from the previous Indian double-reverse warnings, and the need for village-level poverty alleviation in mainland China. The demand for monocrystalline cells is still stable for overseas markets such as Europe, Australia and China, and prices have not been fully activated due to market demand, and prices have remained flat or slightly down.

Component

Inventories of components in the Chinese mainland market have begun to decline, especially for inefficient components used in poverty alleviation projects. The small factories that originally had the capacity and were not opened have also resumed normal production operations. The current component prices have stabilized. Once the inventory level is insufficient, the overall supply and demand situation will change.

Storage Battery

Storage Battery,Colloid Battery,Lead-Acid Battery,Lead Carbon Battery

Fuzhou Mei Li Cheng Imp&Exp Co., Ltd , https://www.mlc-solar.com