The price of silicon wafers has fallen precipitously, and the price of solar panel have also dropped!

The price of solar panel fell this week . Ground power station single crystal 166 double-sided 1.85 yuan /W , single crystal 182 double-sided 1.92 yuan /W , single crystal 210 double-sided 1.92 yuan /W ; distributed power station single crystal 166 single-sided 1.88 yuan /W , single crystal 182 single-sided 1.95 yuan /W , single crystal 210 1.95 yuan /W . On the supply side, silicon production capacity continues to be released. On the demand side, the European energy system is facing a severe winter test. Recently, natural gas and wholesale electricity prices have rebounded significantly, which will continue to promote photovoltaic demand. As silicon materials continue to fall, the demand for downstream installations will also accelerate, and the intensity of demand for grid-connected installations at the end of the year will still be high. In terms of installed capacity, according to the data of the Energy Bureau, the newly installed photovoltaic capacity in November was 7.47GW , a month-on-month increase of 35% and a year-on-year increase of 32% . In terms of production scheduling, the operating rate of modules in December was slightly lowered, and the transaction volume was also reduced. Businesses began to clear their warehouses near the end of the year. In terms of price, module prices began to loosen this week. At present, the pre-orders are still mainly executed. After the pre-orders are digested, the module quotations will continue to be adjusted. With the price reduction of batteries, there is still room for module profit. However, under the support of demand, the voice of module manufacturers will gradually increase, and the price will stabilize at around 1.7-1.8 yuan /W .

Silicon material/silicon wafer/battery

silicon material dropped this week . The average price of single crystal reinvestment is 277,100 yuan / ton, the average price of single crystal compact is 258,300 yuan / ton, and the average price of single crystal cauliflower is 242,200 yuan / ton. The price of silicon material continued to fall this week, but the transaction was still sluggish, and the purchase of downstream silicon wafers slowed down. Worried that the price will continue to fall, it is still mainly to digest inventory. As the inventory of silicon materials will continue to increase, the price will further decline, and it is expected that the inflection point will appear at an accelerated rate.

Wafer prices fell this week . The average price of single crystal 166 silicon wafers is 5.10 yuan / piece; the average price of single crystal 182 silicon wafers is 5.43 yuan / piece; the average price of single crystal 210 silicon wafers is 7.27 yuan / piece. This week, the price of silicon wafers showed a cliff-like decline, with a drop of nearly 20% for 182mm wafers, showing signs of a price war. At present, the silicon wafer end maintains an oversupply situation, and the risk of downstream procurement increases. According to data from the Silicon Industry Branch, the operating rates of the two first-tier companies dropped to 80% and 85% this week . The operating rate of integrated enterprises remained between 70% and 80% , while the operating rate of other enterprises dropped to between 60% and 70% . It is expected that the follow-up price will have further downward space.

Cell prices dropped this week . The average price of monocrystalline 166 cells is 1.13 yuan /W , the average price of monocrystalline 182 cells is 1.15 yuan /W , and the average price of monocrystalline 210 cells is 1.15 yuan /W . Compared with last week, this week's battery price drop increased , and the mainstream size dropped by 10% , but it was still less than the price cut of silicon wafers, and the profit margin remained high. Subsequent battery prices will continue to be adjusted according to the price of silicon materials and silicon wafers .