Cell prices fell, production schedules of module fell further

SHANGHAI, May 9 (SMM) -

Solar cell

Price

Solar cell prices fell. The current price of high-efficiency PERC182 cells (efficiency of 23.2% and above) is 0.32-0.33 yuan/W; the price of PERC210 cells is about 0.35-0.36 yuan/W; the price of Topcon182 cells (efficiency of 24.4% and above) is about 0.35-0.37 yuan/W; Topcon210 battery cell 0.40-0.41 yuan/w.

Production

The production of N-type photovoltaic cells is still increasing recently. The proportion of N-type cells will exceed 75% this month. P-type cell production continued to decline.

Inventory

Demand is weak and inventory is increasing. The N-type photovoltaic cell inventory days are 5-15 days.

Module

Price

Last week, the mainstream transaction price of bifacial-182mm monocrystalline PERC modules was 0.78-0.9 yuan/w, and the mainstream transaction price of bifacial-210mm monocrystalline PERC modules was 0.82-0.93 yuan/w.

Production

Currently, many module companies have lowered their module production plans further. The production plans in May fell.

Inventory

Module inventories are relatively stable, and downstream purchasing sentiment is affected by upstream market conditions, and is generally cautious. But overseas markets play a certain supporting role, and module inventories are largely stable.

PV film

Pricing

PV-grade EVA/POE:

The current trading price of domestic PV-grade EVA is 11600-11900 yuan/ton, cable-grade EVA price is 11000-11200 yuan/ton, and the price of foam-grade EVA is 10800-11000 yuan/ton. 4-carbon POE prices are US$2550-2650/ton. 8-carbon POE prices are US$2650-2750/ton.

PV film

The current mainstream price of 420g transparent EVA film is 6.51-6.72 yuan/square meter, the price of 420g white EVA film is 7.35-7.56 yuan/square meter, the price of 380g EPE film is 7.98-8.06 yuan/square meter, and the price of 380g POE film is 10.18-10.45 yuan/square meter. Prices did not changed.

Production

The current production rhythm of photovoltaic films is normal and many granule factories undertook maintenance with low production schedules.

Inventory

The current inventory of film granule is being consumed normally, and granule procurement is mainly based on demand.

Inverters

Price

This week, the price of 20 kw grid-connected inverters was 0.14-0.18 yuan/W, the price of 50kw was 0.13-0.18 yuan/W, and the price of 110kw was 0.11-0.17 yuan/W.

Production

Price range remained stable overall. And the low-end inched down. The demand for distributed household models is rising, and companies are considering reducing prices to promote sales. The inverter supply is ample and the orders of high-power inverters has been increased. Europe's shipment speed is still affected by inventory.

PV glass

Price

3.2mm single-layer coated glass: The price of 3.2mm single-layer coated photovoltaic glass is 25.5-27.5 yuan/square meter, and the price remains stable.

3.2mm double-layer coated glass: 3.2mm single-layer coated photovoltaic glass is quoted at 27.5-28.5 yuan/square meter, and the price remains stable.

2.0mm single-layer coated glass: The price of 2.0mm single-layer coated photovoltaic glass is 17.5-18.5 yuan/square meter, and the price remains stable.

2.0mm double-layer coated glass: 2.0mm double-layer coated photovoltaic glass is quoted at 18.5-19.5 yuan/square meter, and the price remains stable.

Production

On the supply side, two new kilns were commenced and one kiln was restarted in China in April. In Anhui, a 1,000t/d furnace was commenced and an 800t/d furnace was restarted. In Hubei, a 1,000t/d furnace was commenced. Two new kilns in China will be commenced. The overall supply increased.

Inventory

Glass inventory has been relatively stable recently. After the Labour Day holiday, new orders have been signed.