Solar Cell price
Monocrystalline solar cell prices have remained stable this week. Recently, the supply of M6 size has been slightly tight, and prices have even risen. However, the price of auxiliary materials for the controlled module has risen sharply, and module manufacturers cannot accept the price increase of solar cells. The average price has remained stable this week. RMB 0.93-0.935 per watt, but small and medium component manufacturers with poor bargaining power settled at RMB 0.94-0.95 per watt.
For the G1 size part, it has been observed that the pulling power has slowed down again this week, and the second-tier battery cell manufacturers are in poor order. However, considering that the supply of G1 size cells will gradually decrease, and the price of G1 silicon chips is currently maintained at a higher level, the average price of this week has remained stable at 0.85 yuan per watt. The subsequent price decline momentum will slow down and it is expected to maintain the price to Mid-November.
The average price of polycrystalline cells this week maintained at 2.6 yuan per cell, and the current demand visibility is not high. There is little room for price drop of polycrystalline cells. The subsequent price side depends on the adjustment of upstream silicon wafers. Under the condition of weak polycrystalline demand and low profit points, some manufacturers have considered shutting down polycrystalline production lines before the end of the year.
Component price
This week, the glass prices have been set down one after another. The purchase prices of 3.2mm coated glass from major manufacturers mostly fall at RMB 42-43 per square meter, while most of the 2.0mm glass prices fall at around RMB 34 per square meter. The component and auxiliary materials have been constant since the third quarter. Since the price increase, the cost of auxiliary materials has been increased by about 0.1 yuan per watt. Coupled with the still high cell prices in the fourth quarter, component companies without their own cell production capacity can almost only operate at a loss.
As the shortage of glass is difficult to alleviate in the short term, module manufacturers are also conservative in their quotations for next year’s orders. Order prices for Q1-Q2 are almost flat or even slightly increased. This makes terminal buyers also show a more wait-and-see situation. There will be no significant changes in quarterly component prices.
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