Price of films to rise, tight supply for cells has eased slightly

SHANGHAI, Feb 29 (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

Polysilicon prices continued to remain stable this week. At present, the order signing for next month has not yet officially started, and the transactions are relatively limited. polysilicon companies did not obviously support the market in the early stage of this order signing. With the support of a substantial increase in silicon wafer production, the current market price is temporarily stable.

Solar cell

Price

The current price of high-efficiency PERC182 cells (efficiency of 23.2% and above) is 0.38-0.40 yuan/W; the price of PERC210 cells is about 0.38-0.39 yuan/W; the price of Topcon182 cells (efficiency of 24.4% and above) is about 0.46-0.48 yuan/W ;Topcon210 battery cell 0.49-0.50 yuan/w.

Supply and Demand

Battery prices are currently stabilizing, and the recent increase in battery demand has led to tight supply. However, as some manufacturers continue to increase their operating rates, short-term supply tightness may be alleviated.

PV film

Price: PV-grade EVA/POE:

PV-grade EVA: The current trading price of domestic PV-grade EVA is 12000-12300 yuan/ton, and the price remains stable. POE price maintained stability.

Supply and demand: PV-grade EVA/POE:

Recently, the transactions of PV-grade EVA 2825 and 2806 are normal, and the EVA production rhythm is normal. The supply and sales level of PV-grade POE continued to be maintained.

Price: PV film

The current film price has changed. The current mainstream price of 420g transparent EVA film is 6.72-6.93 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 7.87-8.06 yuan/square meter, and the price of 380g POE The price of film is 10.83-11.40 yuan/square meter.

Supply and Demand: PV film

The demand for module is improving, the order-taking situation of film factories is improving, and the willingness of film factories to increase growth is still obvious.

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 price range of inverters, and prices remained stable overall. Prices of mainstream models are temporarily stable, and overseas purchasing demand shows signs of recovery.

PV glass

Price

3.2mm single-layer coated glass: The price of 3.2mm single-layer coated photovoltaic glass is 25.5-26.0 yuan/square meter, and the price remains stable.

3.2mm double-layer coated glass: 3.2mm single-layer coated photovoltaic glass is quoted at 26.5-27.0 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 15.7-16.5 yuan/square meter, and the price remains stable.

2.0mm double-layer coated glass: 2.0mm single-layer coated photovoltaic glass is quoted at 17.0-17.5 yuan/square meter, and the price remains stable.

Supply

In February, Fujian's 650t/d kiln resumed production, and a new 1,200t/d kiln was started in Guangxi, increasing domestic supply.

Demand

In the last week of February, we are currently in the negotiation period for new glass orders. During the negotiation period, the price game is relatively strong. The price has not been announced yet, but some companies have slightly lowered prices due to high inventory. It is expected that new order prices will diverge in March.