The hottest photovoltaic price trend, upstream and

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Photovoltaic price trend: the upstream and downstream cells with different adjustments were hit

this week, after the shortage of silicon material eased, the overall supply chain was roughly stable, but because the supply of silicon material is still tight, the price will remain high, and at the same time, the price of silicon wafer will be affected to quote high. However, at the same time, the pressure from the downstream is pulling the industrial chain upward, giving battery chip and component manufacturers greater downward pressure. Because some front-line component manufacturers have higher flexibility and tolerance to production line suspension than battery chip manufacturers, and the business of battery chip manufacturers is usually too concentrated on specific component manufacturers, battery chip manufacturers are at the core of tension in the upstream and downstream price sawing this week, At the same time, it was hit by the requirements of upstream price rise and downstream price fall

silicon material

the price of silicon material remained roughly stable this week, and the price in Chinese Mainland remained at rmb/kg. Even if there was a quotation higher than 145, there was little volume to be traded. Overseas prices are mainly from Korean factories, but there is a large range. Shandong Sida high tech machinery equipment Co., Ltd. produces vertical brake pad shear testing machines and horizontal brake pad shear testing machines, but the spot price is basically above us$17/kg. It is expected that the price of silicon material will remain high until early September due to the impact of still limited supply, and then may decline slightly due to the decline in the demand for polycrystalline silicon wafer to close the oil return valve. However, because there is still a large number of leader demand in September, the expected decline is limited

silicon chips

polysilicon chips are basically sold in an unlimited amount this week, and the price is flat. However, manufacturers seem to be step by step for the quotation of next month. On the one hand, they are uncertain about the price of silicon materials, on the other hand, they are worried about downstream demand, so they are more careful about the quotation strategy. Because the rise in the price of silicon materials has occurred, many manufacturers may raise the quotation of September slightly by cents. In terms of monocrystalline silicon wafer, due to the impact of major suppliers' power outage in September, the quotation of monocrystalline silicon in September has been increased by at least 2 cents, and small and medium-sized suppliers are expected to have a higher increase

battery chip

battery chip manufacturers were under pressure from China's first-line component manufacturers this week, and were required to have a larger reduction in price space, while mechanical properties are more important than other physical properties. Battery chip enterprises are generally unable to directly accept the price reduction requirements due to the high price of silicon chips. Therefore, the inventory level began to rise, and those driving the spot market also began to sell. The market price is at RMB1 80/W。 However, due to the different order pressures of component manufacturers, the price reduction pressure on the main battery chip manufacturers is also different this week. Some battery chip manufacturers still did not reduce prices this week, maintaining at RMB1 High price level of 85/w. Based on the contraction of downstream polycrystalline demand, it is expected that the high price will also gradually close down next week


the price of single crystal components in Chinese Mainland originally fell to RMB2 due to the decline in downstream demand 98/w. However, with the time approaching the planned demand period of the leader with large single crystal demand and the impact of the rise in the price of single crystal silicon in September, the price of single crystal components began to stabilize and rebound. In terms of polycrystalline components, they are still under downstream pressure, and the Chinese market is still falling slowly. It is expected that the overall average price will further decline as the demand for 201 slows down. Since 2019

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