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Supply is tight! The price of larger batteries has increased

View:62509/08/2022  

Silicon material

The price of silicon material was stable this week. The mainstream transaction price of single crystal compound material was 307 yuan /KG, and the mainstream transaction price of single crystal compact material was 304 yuan /KG. This week, due to the orderly resumption of production of silicon materials affected by the power rationing in Sichuan Province, the supply of silicon materials in the market is gradually increasing, and the shortage degree is alleviated. Based on the situation that the production of silicon materials will increase in September, the quotation of most long orders is still the same as before, and the quotation of a small part of free orders is still at the high level of the market, but the price is still under negotiation, with few orders placed.

Observe the production and operation of silicon material link this week, there are still two enterprises under overhaul, which is expected to return to normal in September and October; On September 5, a 6.8-magnitude earthquake occurred in Ganzi, Sichuan Province, which was strongly felt in the surrounding areas. The main local materials enterprises are Tongwei Yongxiang and Leshan GCL. It is known that both production lines are in normal production, and the impact is very limited.

The wafer

Silicon wafer price remained unchanged this week, M10 mainstream transaction price at 7.53 yuan/piece, G12 mainstream transaction price at 9.93 yuan/piece. The upstream silicon material price is generally stable, the silicon wafer link profit is ok, the overall supply is stable, the recent silicon wafer price is mainly stable; Due to the gradual increase in silicon supply, silicon chip operating rate slightly improved in September, wafer process continues to advance, some enterprises reflect that 150-155μm has become the mainstream of the market, in order to pursue higher profits, the current enterprise is still to thinner direction of research and development, thinness is expected to be further reduced to 145-150μm; The silicon wafer link was more seriously affected by the Sichuan earthquake, and the shaking of the earthquake could easily lead to the interruption of rod pulling. It is understood that relevant enterprises have not stopped work at present, and the overall impact is relatively controllable.

cell

This week, the battery price rose slightly. This week, the mainstream transaction price of single crystal M6 battery is still about 1.27 yuan /W, the mainstream transaction price of M10 battery is slightly increased to about 1.31 yuan /W, and the mainstream transaction price of G12 battery is slightly increased to about 1.29 yuan /W. Tongwei announced a new round of battery price, 182, 166 size of the battery sheet rose 1 points /W, 210 size of the battery sheet rose 2 points /W, the price increase also led to some second and third line of battery sheet enterprises with the rise; This week, the orders gradually landed, and the transaction price and average price increased, mainly because of the tight supply of large-size resources and the continuous downstream demand, which supported the price increase this time. The earthquake had little impact on the battery link. Although the earthquake was felt in some production bases, the production was not suspended.

component

This week, the component price tends to be stable, the main transaction price of single crystal 166 component is 1.91 yuan /W, the main transaction price of single crystal single-side 182 component is 1.97 yuan /W, the main transaction price of single crystal single-side 210 component is 1.99 yuan /W. The main transaction price of 182 double-sided double-glass single-crystal PERC component is 1.97 yuan /W, and the main transaction price of 210 double-sided double-glass single-crystal PERC component is 1.99 yuan /W.

It is understood that at present, most of the component enterprises feedback that the number of inquiries in September has picked up, the first-line enterprises have signed orders in September, the transaction price is not significantly loose, the shipment is relatively smooth, the price of battery sheet rises to further support the component price, it is expected that the silicon material

The price of silicon material was stable this week. The mainstream transaction price of single crystal compound material was 307 yuan /KG, and the mainstream transaction price of single crystal compact material was 304 yuan /KG. This week, due to the orderly resumption of production of silicon materials affected by the power rationing in Sichuan Province, the supply of silicon materials in the market is gradually increasing, and the shortage degree is alleviated. Based on the situation that the production of silicon materials will increase in September, the quotation of most long orders is still the same as before, and the quotation of a small part of free orders is still at the high level of the market, but the price is still under negotiation, with few orders placed.

Observe the production and operation of silicon material link this week, there are still two enterprises under overhaul, which is expected to return to normal in September and October; On September 5, a 6.8-magnitude earthquake occurred in Ganzi, Sichuan Province, which was strongly felt in the surrounding areas. The main local materials enterprises are Tongwei Yongxiang and Leshan GCL. It is known that both production lines are in normal production, and the impact is very limited.

The wafer

Silicon wafer price remained unchanged this week, M10 mainstream transaction price at 7.53 yuan/piece, G12 mainstream transaction price at 9.93 yuan/piece. The upstream silicon material price is generally stable, the silicon wafer link profit is ok, the overall supply is stable, the recent silicon wafer price is mainly stable; Due to the gradual increase in silicon supply, silicon chip operating rate slightly improved in September, wafer process continues to advance, some enterprises reflect that 150-155μm has become the mainstream of the market, in order to pursue higher profits, the current enterprise is still to thinner direction of research and development, thinness is expected to be further reduced to 145-150μm; The silicon wafer link was more seriously affected by the Sichuan earthquake, and the shaking of the earthquake could easily lead to the interruption of rod pulling. It is understood that relevant enterprises have not stopped work at present, and the overall impact is relatively controllable.

cell

This week, the battery price rose slightly. This week, the mainstream transaction price of single crystal M6 battery is still about 1.27 yuan /W, the mainstream transaction price of M10 battery is slightly increased to about 1.31 yuan /W, and the mainstream transaction price of G12 battery is slightly increased to about 1.29 yuan /W. Tongwei announced a new round of battery price, 182, 166 size of the battery sheet rose 1 points /W, 210 size of the battery sheet rose 2 points /W, the price increase also led to some second and third line of battery sheet enterprises with the rise; This week, the orders gradually landed, and the transaction price and average price increased, mainly because of the tight supply of large-size resources and the continuous downstream demand, which supported the price increase this time. The earthquake had little impact on the battery link. Although the earthquake was felt in some production bases, the production was not suspended.

component

This week, the component price tends to be stable, the main transaction price of single crystal 166 component is 1.91 yuan /W, the main transaction price of single crystal single-side 182 component is 1.97 yuan /W, the main transaction price of single crystal single-side 210 component is 1.99 yuan /W. The main transaction price of 182 double-sided double-glass single-crystal PERC component is 1.97 yuan /W, and the main transaction price of 210 double-sided double-glass single-crystal PERC component is 1.99 yuan /W.

Have learned, at present most of the components enterprise feedback enquiry amount recovered in September, a line of business on September orders have been signed, no obvious loose clinch a deal the price, shipment is relatively smooth, cell prices further support component prices, is expected this month component prices still is given priority to with steady, component profits fell to lows, partial order ability is weak of small and medium-sized enterprise survival is still relatively difficult; In terms of exports, the current exchange rate of USD: RMB is about 1:6.97, hitting a new high this year. Overseas prices of components continue to fall, which is good for exports of components. N-type component part, a small increase, the mainstream market price in 2.16-2.2 yuan /W.

Auxiliary materials, glass prices fell this week, the thickness of 3.2 mm glass mainstream price for 27 yuan / ㎡, the thickness of 2.0 mm glass mainstream price is about 21 yuan / ㎡, the glass industry supply glut worse, inventory continues to increase, cell prices increasing component enterprise cost pressure, although components starts from August to ascend, but growth is limited, Purchasing is still more cautious, demand deadlock, glass prices fell further. Monthly component prices are still stable, component profits have fallen to a low point, and it is still difficult for some small and medium-sized enterprises with weak order taking ability to survive. In terms of exports, the current exchange rate of USD: RMB is about 1:6.97, hitting a new high this year. Overseas prices of components continue to fall, which is good for exports of components. N-type component part, a small increase, the mainstream market price in 2.16-2.2 yuan /W.

Auxiliary materials, glass prices fell this week, the thickness of 3.2 mm glass mainstream price for 27 yuan / ㎡, the thickness of 2.0 mm glass mainstream price is about 21 yuan / ㎡, the glass industry supply glut worse, inventory continues to increase, cell prices increasing component enterprise cost pressure, although components starts from August to ascend, but growth is limited, Purchasing is still more cautious, demand deadlock, glass prices fell further.


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