Silicon material quotations continue to rise, and silicon material companies have successively signed market outlook orders. The downstream began to actively inquire and negotiate orders. According to the overall transaction order volume, the market demand for silicon materials did not decrease in February, and the transaction price rose slightly, with an increase of about 0.3usd/kg. At present, the average price of single crystal materials has risen to about 14usd/kg, the mainstream price of single crystal materials has been raised to 14.3 yuan/kg, and some companies have even begun to sign orders in March. In terms of polycrystalline materials, the overall quotation has stabilized without significant fluctuations in demand, and the mainstream quotation is 7.96 usd/kg. The production, operation and shipment of silicon materials. In January 2021, the domestic silicon material supply chain volume continued to increase compared with December last year. After inspections and repairs by companies such as Yongxiang Co., Ltd., Ordos, and Inner Mongolia Dongli, monthly output has steadily increased. The domestic overall monthly output basically reached about 36,000 tons. As the new production capacity of downstream silicon wafer companies gradually landed, the stimulus for stocking during the Spring Festival holiday became more obvious, and the increased logistics pressure also supported silicon material orders, or promoted some silicon material orders to continue a slight upward trend.
The overall price of silicon wafers remained stable, and the demand for G1 wafers continued. After major monocrystalline silicon wafer companies announced that wafer pricing remained unchanged in January, most companies in the market followed suit. The overall wafer quotations remained stable, and wafer prices were still within control under market conditions where overall demand was weakening. Regarding monocrystalline silicon wafers, the recent demand for downstream G1 products showed no signs of weakening, which was transmitted to the overall supply chain, making the quotations of G1 silicon wafers continue to be firm, and the average price of G1 silicon wafers at home and abroad remained stable at US$0.425/piece.
M6/M10/G12 size monocrystalline silicon wafers are currently in balance, and prices continue to remain stable. The average price of M6 wafers is 0.50usd/piece, the average price of M10 wafers is 0.59 yuan/piece, and the average price of G12 wafers is 0.85 Yuan/piece. However, in the face of the gradual upgrading of silicon materials, and the general demand for solar cells in addition to the G1 size, the overall market even has a trend of supply and demand. In terms of polycrystalline silicon wafers, the overall market supply and demand are temporarily stable. It is expected that prices will remain stable in the short term. The current domestic and overseas average price of polycrystalline silicon wafers remains at US$0.193/piece.
The cell quotations fluctuated slightly, and the price of M6/M10/G12 size cells fell. Large cell companies announced their cell prices in February, and other mainstream companies have not seen any significant price adjustments. However, second- and third-tier companies with weaker order-taking ability and bargaining power still made certain concessions at the time of transaction in order to maintain the order volume in February, pushing the price of M6 cells to continue to be revised, and the domestic and foreign average price was 0.121 U.S. dollars/W . On the other hand, although some companies are currently re-adjusting their products to produce G1 products, judging from the relatively tight stocking situation a year ago, the price of G1 cells continues to be stable, with an average price of 0.12 yuan/W at home and abroad.
In terms of M10/G12 cells, the current production capacity is still climbing. Cell companies face transportation and epidemic pressures affecting purchases, and further product promotion and verification, the quotations have dropped slightly. The current average price of M10 cells is 0.14. USD/W, the average price of G12 cells is 0.15 USD/W. In terms of polycrystalline batteries, the quotation fluctuated slightly this week. Affected by the steady upstream quotation, the overall price has stabilized. The current domestic and overseas prices are the same as last week, with average prices at 0.53 yuan/W and 0.124 US dollars/W, respectively. On the whole, there is still room for the downside of cell prices in the market outlook.
Solar panel prices have stabilized as a whole, and component companies mainly deliver on-hand orders. The enthusiasm for overall market demand continued, and the quotations remained stable as a whole, pushing the average price of 325-335W/395-405W monocrystalline modules to stabilize to US$0.212/W. The average price of 355-365/425-435W monocrystalline modules remained at US$0.226/W. This week, the quotations of M10 and G12 modules stopped falling and stabilized. The average price of the mainstream quotations of the two types of modules was 0.26/W.
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