SHANGHAI, Mar 7 (SMM) -
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, and polysilicon orders have been signed one after another. The market price has basically remained stable. The operation of crystal pulling plants has maintained high, which has provided support to the price of polysilicon. The current price competition for silicon wafers is fierce, and there is a risk of production cuts in the future, which will have an negative impact on the price of polysilicon.
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 have stabilized this week, supply and demand have increased, and the cost of n-type cells has fallen recently. It is currently difficult for battery manufacturers to negotiate price increases with downstream module manufacturers.
PV film
Price: PV-grade EVA/POE:
PV-grade EVA: The current trading price of domestic PV-grade EVA is 12500-12700 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. Upstream production companies may gradually move into phased maintenance in the next few weeks. The supply and sales level of PV-grade POE continued to be maintained.
Price: PV film
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. No major changes have occurred.
Supply and Demand: PV film
The overall demand environment for modules is improving, and the orders received by the film factories are normal. The film companies are temporarily maintaining the current prices.
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, European inventories have dropped to reasonable levels, and the demand will be improving. In terms of technology, the progress of silicon carbide replacement by leading companies is expected to be launched in the first half of the year.
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 15.5-16.5 yuan/square meter, and the price is lower.
2.0mm double-layer coated glass: 2.0mm single-layer coated photovoltaic glass is quoted at 16.5-17.5 yuan/square meter, and the price is lower.
Supply
In March, a 320t/d kiln began maintenance in Anhui, and the supply side was slightly reduced.
Demand
In March, domestic module production improved, and glass demand was boosted. However, due to the lukewarm transaction volume previously, glass companies had high inventory levels on hand.
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