According to the statistics of SOLARZOOM New Energy Think Tank, the price of single crystal materials continued to soar this week. The price of single crystal double feed materials has stood above 175 yuan/kg, and the mainstream price is 175-190 yuan/kg. At the same time, the reporter found that 230 yuan is already on the market. The transaction price of single crystal double-feeding materials of more than 1 kg appeared, setting a new high. Affected by this, on May 20, the silicon wafer leader Zhonghuan Co., Ltd. took the lead in announcing a comprehensive increase in the price of monocrystalline silicon wafers to 4.70 yuan for G1 size, 4.85 yuan for M6 size, and 7.77 yuan for G12 size, an amazing increase. In addition, according to the SOLARZOOM reporter, another silicon chip leader is also planning to increase the price of silicon chips recently. At the same time, downstream
Battery manufacturers reported that the supply of upstream monocrystalline silicon wafers was tight. Due to the tight supply of raw materials last week, the output of monocrystalline silicon wafers for export continued to be affected, and the delivery of orders was also tight.
After Tongwei raised the cell price this time, the actual market transaction price of 1.10 yuan/W has surfaced before becoming the public guidance price for transactions next week. At the same time, SOLARZOOM New Energy Think Tank learned that, on the one hand, the cost of upstream silicon materials has risen sharply, but the pressure is increased to the downstream links. On the other hand, it is affected by the shortage of upstream monocrystalline silicon wafers. Some cell manufacturers have gradually reduced production or have plans to reduce production.
The battery price increase this time will inevitably affect the downstream component end. Before the price adjustment of silicon wafers and
batteries this week, the mainstream market transaction price is between 1.8-1.9 yuan/W. Taking into account the battery price increase, the component price Closer to the 2 yuan/W mark, the investment desire of terminal power stations will be further tested.
