P-type cell production reduced and polysilicon prices continued to fall

SHANGHAI, Apr 18 (SMM) -

Polysilicon

Price

Yesterday, the mainstream prices of polysilicon N-type materials and dense polysilicon were 50-55 yuan/kg and 44-48 yuan/kg respectively. Polysilicon prices extended the decline and inventory was high amid gloomy market.

Output

In April, some newly built polysilicon plants began to discharge materials, and the production of polysilicon continued to increase steadily.

Inventory

The market was cautious in signing orders, and the polysilicon inventory reached about 200,000 tons.

Solar cell

Price

The 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 around 0.35-0.38 yuan/W; the price of Topcon182 cells (efficiency of 24.4% and above) is around 0.39-0.41 yuan/W; the price of Topcon210 cells is 0.42-0.43 yuan/W.

Output

The output of n-type battery cells maintained growth recently, while some manufacturers of p-type batteries reduced production.

Currently, some PERC production lines are under transformation, and the N-type output is expected to reach more than 44GW in April.

Inventory

Currently, PERC batteries inventory continued to grow, and the inventory days of PERC182 also increased slightly. Affected by the decline in silicon wafer prices, the bargaining cycle has lengthened, and TOPCon inventory has also increased recently.

Module

Price

Last week, the mainstream transaction price of monocrystalline PERC bifacial -182mm modules in the module market was 0.80-91 yuan/w, and the mainstream transaction price of monocrystalline PERC bifacial -210mm modules was 0.85-0.95 yuan/w. The module prices were generally stable with slight fluctuations.

Output

Component production schedules will continue to increase in April, but several manufacturers have temporarily reduced their production schedules.

Inventory

Production schedules remained at a relatively high level in March and April, and the downstream purchasing mentality was affected by the upstream market conditions and was generally cautious.

PV film

Price

EVA/POE photovoltaic materials:

The current transaction price of domestic EVA photovoltaic materials is 12,600-12,800 yuan/ton, the price of EVA cable materials is 11,500-11,700 yuan/ton, and the price of EVA foam materials is 10,900-11,100 yuan/ton.

The price of POE photovoltaic materials remains stable, with 4-carbon chain POE maintaining a price of around $2550-2650/ton and 8-carbon chain POE maintaining a price of around $2650-2750/ton.

PV film

The current mainstream 420g transparent EVA film price is 6.93-7.06 yuan/square meter, 420g white EVA film price is 7.35-7.94 yuan/square meter, 380g EPE film price is 7.90-8.06 yuan/square meter, and 380g POE film price is 10.26-10.45 yuan/square meter.

Prices have not changed.

Output

The photovoltaic film production is normal

The maintenance of some particle plants is coming to an end.

Inventory

The current inventory of film particles is being consumed normally, and particle purchases are mainly based on rigid demand.

Inverter

Price

This week, the inverter price range is 0.15-0.19 yuan/W for 20kw, 0.14-0.18 yuan/W for 50 kw, and 0.12-0.17 yuan/W for 110kw.

Output

There is no change in the inverter price range and prices continue to remain stable.

The supply is relatively sufficient, the order volume of high-power inverters above 300kw required for power station projects has increased, and production schedules have been improved.

PV glass

Price

3.2mm single-layer coated: The price of 3.2mm single-layer coated photovoltaic glass is 26.5-27.5 yuan/square meter, and the price has fallen.

3.2mm double-layer coating: The price of 3.2mm double-layer coated photovoltaic glass is 27.5-28.5 yuan/square meter, and the price has fallen.

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

2.0mm double-layer coating: The price of 2.0mm double-layer coated photovoltaic glass is 18.5-19.5 yuan/square meter, and the price is stable.

Output

On the supply, one new kiln has been added and one kiln has been resumed in the country since April. Among them, Anhui added 1,000t/d, and Jiangsu resumed production of 800t/d, and the overall supply performance increased.

Inventory

Glass inventories have risen slightly recently due to weakening demand for components.