Domestic PV-grade EVA granule prices continue to rise, photovoltaic glass new order prices to fall

SHANGHAI, Feb 1 (SMM) -

Polysilicon

Polysilicon: The mainstream prices of recharging polysilicon and dense polysilicon were 60-63 yuan/kg and 56-60 yuan/kg respectively yesterday.

Supply and Demand

The price of polysilicon was stable and fluctuated slightly. The transaction volume of N-type material continued to rise this month. With the signing price of 72 yuan/kg, the market price this month has basically been decided. The current inventory of N-type material is limited, and the market price has certain support in the short term.

Solar cell

Price

The current price of high-efficiency PERC182 cells (23.2% and above efficiency) is about 0.38-0.39 yuan/W; the price of PERC210 cells is about 0.38-0.39 yuan/W; the price of Topcon182 cells (24.4% and above efficiency) is about 0.45-0.47 yuan/W ;Topcon210 battery cell 0.49-0.50 yuan/w.

Supply and Demand

Currently, battery prices are still at a stalemate. As battery factories closed, operating rates are declining. However, during the Chinese New Year, battery supply is still greater than the component production schedule, and is in a storage accumulation cycle.

PV film

Price: EVA/POE photovoltaic material:

The current trading price of domestic EVA photovoltaic materials is around 11,000-11,100 yuan/ton, and the price of domestic 2825 photovoltaic materials continues to increase.

Supply and demand: EVA/POE photovoltaic materials:

The current supply remains stable, the downstream has begun a holiday, and purchases have slowed down.

Price: PV film

The current mainstream price of 420g transparent EVA film is 6.26-6.47 yuan/square meter, the price of 420g white EVA film is 6.72-6.93 yuan/square meter, the price of 380g EPE film is 7.56-7.94 yuan/square meter, and the price of 380g POE The price of film is 11.02-11.40 yuan/square meter. It is expected that there will be no price changes until the Chinese New Year.

Supply and Demand: PV film

The January production of films has ended. Except for some remaining orders to be delivered, the production process has basically been completed. Production in January was mainly for EPE and highly transparent EVA.

Inverters

Price

This week, the price of 20 kw grid-connected inverters was 0.15-0.19 yuan/W, the price of 50kw was 0.14-0.18 yuan/W, and the price of 110kw was 0.12-0.17 yuan/W.

Supply and Demand

There is no overall change in the inverter price range, and prices remain stable. Domestic procurement demand has been weak recently, and terminals are still in a mood to lower prices. As the Chinese New Year approaches, production holidays are also starting one after another. We will wait and see how demand recovers after the holidays.

PV glass

Price

3.2mm single-layer coated glass: The price of 3.2mm single-layer coated photovoltaic glass is 25.8-26.5 yuan/square meter, and the price remains stable.

3.2mm double-layer coated glass: 3.2mm single-layer coated photovoltaic glass is quoted at 26.8-27.5 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 16.3-17.0 yuan/square meter, and the price remains stable.

2.0mm double-layer coated glass: 2.0mm single-layer coated photovoltaic glass is quoted at 17.3-18.0 yuan/square meter, and the price remains stable.

Supply

So far in January, two kilns have been repaired in Anhui and two kilns in Jiangsu, with a production capacity of 2,900t/d.

Demand

This week orders for photovoltaic glass in February were signed. The current price has not been announced yet. However, due to weak component demand and weakening cost support, glass prices have mainly fallen, with a decrease of about 0.5 yuan/square meter.