The price of domestic silicon materials was basically stable this week. In May, there were repairs or reductions in Yongxiang, Zhongneng, Zhongsi, Shenzhou and OCI. The supply of silicon materials decreased, and the support of prices seemed to be stronger than that in April. There is a possibility of a small price increase.
In addition, in May, the country coincided with the May Day holiday, so some price changes are expected to be more obvious after the holiday. From the perspective of downstream demand, the overall demand is better than originally expected, so upstream supply is more optimistic about the market conditions in May, with reduced supply and no demand. However, the possibility of a sharp rise in May is still small. At present, it is still necessary to pay attention to whether the downstream demand is strong enough to reach the upstream after the introduction of domestic policies.
Under the influence of the domestic demand for silicon materials for single crystals, the price of silicon materials for single crystals rose slightly, and the overall bargaining direction was tilted toward the seller. The follow-up price will follow the domestic price changes.
This week, the price of silicon wafers is in polycrystalline. Although the domestic mainstream price remains the same as last week, the low price part is going up again, and the overall price range is narrowing. This also gives the support for the subsequent rise of the polysilicon chip companies, so it is expected after the May 1 holiday. There may be a price increase. The overseas polysilicon film is originally higher than the domestic price, so the bargaining price at the beginning of the month has declined, and it has a certain gap with the domestic price, but it is still higher than the domestic price.
As the price of silicon material is optimistic, the price of silicon wafers is expected to rebound in May. The price of overseas polysilicon wafers fell between 0.254 and 0.257 US dollars per piece this week, and domestic polysilicon wafers remained stable at around 1.9 yuan per piece. The price of monocrystalline silicon wafers and the central ring will remain unchanged, so the price of single crystals will be fully maintained in May.
In May, both single-crystal PERC and conventional polycrystalline battery orders were quite hot. Domestic first-line battery manufacturers were in tight supply, and due to the low season in the second quarter, the battery was the first to show a price drop and rebound slightly.
In terms of single crystal PERC, the demand for overseas markets such as Europe and Japan continued to heat up, which led to a slight increase in the purchase volume of the whole battery of the module factory. The supply of the first-line battery manufacturers was tight, and the average price of single-crystal PERC cells in May was higher than that in April. A slight increase, the transaction price range fell 1.19-1.21 yuan per watt, and the domestic first- and second-line domestic PERC battery chips were almost sold out.
In the polycrystalline battery segment, as the battery factory upgraded the conventional polycrystalline production line to the single crystal PERC, the conventional polycrystalline battery supplier is becoming more and more rare, and the battery manufacturers in the last week are more and more popular. The price of crystals has driven the overall price to rise slightly. At present, the transaction price of polycrystalline battery sheets has mostly reached 0.85-0.87 yuan per watt.
The demand for overseas components is strong, and the orders for PERC components are still booming. In particular, the supply of high-efficiency PERC components is slightly tight, which makes up for the situation that China's domestic domestic demand will have a significant temperature recovery until July. At present, the overall component price remains relatively stable.
In terms of polycrystalline components, the demand for emerging markets continues to ferment, driving the demand for some polycrystalline components, but it is still insufficient to support the price increase of polycrystalline components, so that manufacturers have not shown a willingness to significantly increase the output of polycrystalline products.