Silicon wafer inventory continues to increase, total production schedules of module to fall in May

SHANGHAI, Apr 25 (SMM) -

Solar cell

Price

The current price of high-efficiency PERC182 cells (efficiency of 23.2% and above) is 0.34-0.35 yuan/W; the price of PERC210 cells is about 0.35-0.38 yuan/W; the price of Topcon182 cells (efficiency of 24.4% and above) is about 0.39-0.41 yuan/W;Topcon210 battery cell 0.42-0.43 yuan/W.

Production

The production of P-type photovoltaic cells has decreased, while the production of N-type photovoltaic cells is still increasing recently. The proportion of N-type cells will exceed 70% this month.

Inventory

Demand is weak and inventory is increasing. The N-type photovoltaic cell inventory days are 5-15 days, and the cell inventory of a few battery factories has increased to 20 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. The production plans in April were basically unchanged from the previous month, and there is still an expectation of reduction in May.

Inventory

Production schedules remained at a relatively high level in March and April. The downstream purchasing was generally cautious. Domestic module inventories have exceeded 40GW.

PV film

Pricing

PV-grade EVA/POE:

The current trading price of domestic PV-grade EVA is 12200-12500 yuan/ton, cable-grade EVA price is 11500-11600 yuan/ton, and the price of foam-grade EVA is 10900-11100 yuan/ton. The price of PV-grade POE remains stable, with 4-carbon POE maintaining a price of 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 6.93-7.06 yuan/square meter, the price of 420g white EVA film is 7.35-7.94 yuan/square meter, the price of 380g EPE film is 7.90-8.06 yuan/square meter, and the price of 380g POE film is 10.26-10.45 yuan/square meter. Prices did not changed.

Production

The current production rhythm of photovoltaic films is normal and the maintenance of some particle factories has been completed. The production of PV-grade EVA granule continues to decline, and is unlikely to exceed 105,000 tons this month.

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 0.15-0.19 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.

Production

Prices remained stable overall. Some companies have plans to make small price adjustments recently. The supply side is relatively sufficient. As the order volume of high-power inverters above 300kw required for power station projects increased, production schedules have improved. European inventories are still being digested and order volumes are increasing.

PV glass

Price

3.2mm single-layer coated glass: The price of 3.2mm single-layer coated photovoltaic glass is 26.5-27.5 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. The overall supply increased.

Inventory

Glass inventory has continued to rise slightly recently, and trading volume has weakened slightly.