Polysilicon inventory exceeds 150,000 tons, inverter production schedule increases in April

SHANGHAI, Apr 2 (SMM) -

Polysilicon

Price: The mainstream prices of N-type polysilicon and dense polysilicon were 60-65 yuan/kg and 50-54 yuan/kg respectively yesterday. Prices fell sharply due to inventory and downstream sectors lowering prices.

Output: Currently, there is a certain profit margin for polysilicon, and there is no plan to reduce production for the time being. Some new leading production lines will be put into production in April, and the production schedule of polysilicon will continue to increase.

Inventory: Affected by the reduction in downstream purchases, polysilicon inventory has exceeded 150,000 tons.

Solar cell

The current price of high-efficiency PERC182 cells (efficiency of 23.2% and above) is 0.37-0.38 yuan/W; the price of PERC210 cells is about 0.36-0.37 yuan/W; Topcon210 battery cell 0.45-0.48 yuan/W.

Output: Cell production continued to grow in April, with a month-on-month increase of approximately 9%. The increase came from ramping up production capacity and increasing the average efficiency of N-type cells.

Inventory: As production schedules increase, battery inventory has increased slightly recently, but inventories of major manufacturers are still at low levels. Some manufacturers have reached full production of N-type batteries.

PV film

Price

PV-grade EVA: The current trading price of domestic PV-grade EVA is maintained at 12800-13000 yuan/ton, cable-grade EVA price is 11600-12000 yuan/ton, and the price of foam-grade EVA is 10500-11000 yuan/ton POE price maintained stability.

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.

Output: This month, the production plans of upstream particle companies were adjusted, and the production of EVA photovoltaic materials was significantly increased this month, but it was less than expected. The production pace of foam materials has dropped this month, and the production of line materials has also been reduced. The normal production rhythm of plastic films remains normal or slightly reduced.

Inventory: The current inventory of upstream enterprises needs to be judged according to different enterprises, and there are large differences. Films are produced 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.

Supply and Demand:There is no change in the price range of inverters, and prices remained stable overall. The inverter situation is relatively stable, domestic and global demand is rising. Orders for grid-connected products rebounded in April, production schedules have increased, and application of high-power models has increased significantly.