Silicon wafer batteries continue to conduct upstream upward trend Q3 silicon material prices are expected to reach new highs

The

quotations of silicon materials have risen sharply this week, and the rise has not stopped
.
After the "May 1st" holiday, most silicon material companies have signed this month’s long-term orders.
The average transaction price of monocrystalline materials is around 155 yuan/kg, but the transaction prices of some loose orders are still rising, which promotes the current The mainstream quotation for single crystal materials is 148-162 yuan/kg, and the mainstream quotation for polycrystalline materials is 65-80 yuan/kg
.
Most silicon material companies have reported that the recent quotations of silicon materials have not discouraged silicon wafer companies, and inquiries continue, the supply of silicon material resources is still in short supply
.


Observing the production, operation and shipment of silicon materials, silicon materials companies have begun to overhaul in May, and Xinte and Daquan plan overhauls in May, which are expected to affect part of the output; in addition, GCL and OCI also plan overhauls in the third quarter, which is expected in the third quarter.
It will become the most short period of silicon material in the year
.
In addition to the intensive maintenance that affects the supply of silicon materials, in the second half of the year, the newly-built silicon wafer production capacity of Gaojing and Sany and the expansion of production capacity of established silicon wafer companies will gradually release.
The dual factors will make the third quarter the most scarce period of silicon wafers in the whole year.
It is expected to hit new highs
.


Wafer

quotations continued to rise this week, and the polycrystalline market has a strong wait-and-see atmosphere
.
After the "May 1st" holiday, the rising trend of silicon materials has not stopped.
Due to cost pressures, silicon chips continue to adjust
.
According to Zhonghuan’s latest quotation, the quotations of all monocrystalline products have been raised, with the increase of 175μm products of various sizes ranging from 7.
92% to 9.
05%
.
Although another leading company has not announced the new price, there have been reports of price increases
.
Promote the average price of G1 and M6 monocrystalline silicon wafers to reach 4.
2 yuan/piece and 4.
35 yuan/piece, and the average price of G12 silicon wafers to reach 7.
15 yuan/piece
.
Regarding polysilicon wafers, due to the Indian epidemic, cities have begun to regulate travel, and some government agencies have begun holidays
.
At present, polycrystalline suppliers and customers are holding a wait-and-see attitude, and companies are less willing to sign long-term orders.
In addition, polycrystalline products have been increasing in price, driving the overall average transaction price at home and abroad to rise to 2.
05 yuan/W and 0.
282 US dollars/W
.


  Looking at the overall silicon wafer market, the supply of silicon wafers is still insufficient in May, and prices may continue to rise
.
In terms of orders, the current buying momentum for single-polysilicon wafers is still relatively strong, and shipments are relatively smooth
.
Longi may continue to increase the price of silicon wafers in mid-May; due to the lack of silicon materials, some companies are also actively negotiating with traders and others to do silicon wafer foundry.
Integrated enterprises are also subject to silicon material supply problems, which will reduce silicon wafers.
Output
.


  Cell

  quotations rose slightly this week, and downstream procurement demand increased
.
Following the upward adjustments in the quotations of upstream silicon materials and silicon wafers, leading cell companies have also re-priced the cells, with an increase of 0.
02-0.
03 yuan/W
.
Promote the average price of G1 and M6 to rise to 0.
96 yuan/W and 0.
9 yuan/W
.
There is feedback that the price increase in the battery market has not stopped.
Following the announcement of the latest quotations by leading companies, there have been new changes in battery prices on the market.
The quotations of some monocrystalline G12 products can reach 0.
98 yuan/W, but the actual price this week There are few orders on the ground and they are still in the negotiation stage, making the average price of M10 and G12 cells this week at 0.
91 yuan/W and 0.
92 yuan/W
.


  From the perspective of the overall battery market, as the operating rate of the component side picks up, the demand for G1 and M6 cells has been boosted
.
In addition, the upstream silicon wafers are more accepting of silicon material price increases, and the price increase has been included in the silicon material price expectations, making cost pressures continue to be transmitted downstream
.
Insufficient supply of silicon wafers continued to affect the operating rate of solar cells in May, and integrated companies are also making use of the silicon wafer foundries in their hands
.
M10 and G12 size cell products are in the market promotion period, and the demand has not been released on a large scale.
Downstream companies purchase by reducing battery costs, and the price gap between M10 and G12 cell prices and M6 cell prices has further narrowed
.


  The

  overall module prices have remained stable this week, and there are obvious signs of upward adjustments in the quotations of companies in the market outlook
.
At present, leading companies are all pricing, pushing the current average price of 325-335W/395-405W monocrystalline modules to maintain at 1.
62 yuan/W, and the average price of 355-365/430-440W monocrystalline modules at 1.
72 yuan/W
.
Although the module prices are temporarily stable this week, and the price of photovoltaic glass is stable and the downside space is limited, the current price difference between single and double glass modules remains at 0.
05 yuan/W
.
However, facing upstream cost pressures, component companies are planning to increase prices
.
At present, the recent bidding market has reflected the trend of higher component prices, coupled with the rising prices of cables, brackets and other materials purchased by the terminal project party, directly pushing up the EPC construction cost of power stations, making market demand mainly driven by ground projects and the household market.

.


  In the overseas market, due to the lengthening of transportation costs and cycles, especially the reduction of shipping routes by shipping companies, the pressure on shipping is obvious, coupled with the impact of rising component prices, some projects in the terminal market are postponed
.
In traditional markets, according to feedback from companies, orders in hand and new orders are mainly driven by ground-based power stations and market distribution demands, including projects that need to catch up with the construction period; emerging markets are more sensitive to price increases, and the development of some markets has slowed down
.