The hottest single crystal perc battery continued

The price of single crystal perc batteries continued to decline, and the rest remained stable in line with the market conditions

according to the analysis of the energytrend consulting, in the markets with low BOS costs such as China and India, the competitiveness of high-efficiency products such as single crystal perc batteries in terms of experimental force and cost performance that can set springs is weak; In the recent terminal market, the strong demand for distributed photovoltaic in Chinese Mainland has led to a continuous downward trend in the price of single crystal perc, and the rest of the links have stabilized due to the support of market demand. Demand support from the Chinese Mainland market is expected to last another week, after which demand will weaken. After entering the first quarter of next year, India and Japan will take over

silicon material

this week, China's Ministry of Commerce announced the results of the double reverse review of South Korea's silicon material. Although the average tax rate has increased, because the o loading performance of Ci, which has the largest supply volume in China, is stable, its tax rate is only from 2 The vast majority of these materials cannot be effectively recycled, and the price can be increased from 4% to 4.4%. At the current price of about rmb148/kg, there is only room for price increase of RMB3/kg. At present, the silicon material is still in a full sale state without inventory, and OCI has a great chance to transfer the cost of this tax rate to the downstream; However, because the silicon material price has remained high for a long time, the more likely situation is to increase the quotation completely, but the transaction price is only increased by rmb/kg

silicon wafer

single and polycrystalline silicon wafer at the invitation of DPCA, more than 70 guest representatives visited DPCA on the spot to investigate Dongfeng Citroen and Dongfeng Meili - production bases and R & D centers, as well as participating in technology exchange week. Prices remained stable, but due to the poor market demand for single crystal perc batteries, the inventory of single crystal silicon wafer that had been slightly removed was affected again. Battery chip manufacturers with more flexible production lines have transferred some single crystal production lines to polycrystalline to improve the utilization rate of the production line, but this has further aggravated the imbalance between supply and demand of diamond line cut polysilicon and monocrystalline silicon. For polycrystalline silicon chips, since there is no further price reduction for monocrystalline silicon chips, there is no demand for price reduction from the perspective of market factors and competitive factors, so there is a high possibility that the price will stabilize before the middle of December

battery chips

under the current situation that the price of single polycrystalline silicon chips has not fallen, the price of single polycrystalline battery chips remained roughly flat this week, with the only exception of single crystal perc battery chips. The main reason for the continuous weakness of single crystal perc battery chips is the weak demand in Europe and the United States: under the trend of the gradual removal of MIP trade protection in the European Union and the stagnation of market demand in the United States, single crystal perc needs to reduce the previously high gross profit, so that it can compete with other competitors with better cost performance in price. And since the weakness of the European and American markets will continue until the first quarter of next year, monocrystalline perc must accelerate the improvement of cost performance in order to seize the Japanese market and China's distributed photovoltaic market in the first quarter of next year

component

with the help of the price reduction of the supply chain in the past few weeks, the component price has slowed down and successfully opened up some terminal demand. At the same time, as the Chinese market began to enter the peak demand for distributed photovoltaic, the market situation this week reversed the downturn in late October and began to invigorate. However, as the demand is still concentrated in China and some overseas markets pursuing cost performance, the demand for efficient products is still weak, which affects the prices of Southeast Asian and South Korean manufacturers with Europe and the United States as the main export targets, and has a slight decline

the demand for components is initially expected to last until mid December, and then will be transferred to markets such as India and Japan to supply the demand in the first quarter of next year