M6 cell needs to buoyant component prices are still falling

Single polycrystalline materials demand synchronous rise this week, silicon material market prices showed a trend of rising slightly. After the second quarter silicon material manufacturer for maintenance in succession to inventory, at present, the market has a little tight. With silicon downstream manufacturers demand continues to increase, the market conditions of the order has been signed in July, silicon material price to rise slightly. The polycrystalline materials average price has been raised to 38 yuan/KG, single crystal materials price rises to 57 yuan/KG. And since years, solar panels, silicon wafer production release, headed by silicon double tap to stimulate silicon material demand stable growth, coupled with a steady, at home and abroad enterprises overhaul will continue in the short term, the upstream market tight balance between supply and demand situation.

silicon metal in a notice in July the latest quotation, offer remain unchanged, the market overall price stability. Heading into July, most of the silicon wafer enterprise starts to generally remain high, and the upstream silicon material procurement is relatively positive, is mainly influenced by photovoltaic project postpone part, forecast the current demand can also be extended more than a week or two. Polycrystalline part by the overseas market has gradually back to wen run, demand, whole on the market, the China solar energy network, just waiting for an appropriate stimulus.

recent cell than other link, be maintained stable state, the overall market price stability. A line of battery giant announced the pricing of July, price remain unchanged, also signed in July order finished. Cell prices remain within a narrow range, the G1 single crystal cell is 0. 79 - 0. 8 yuan/W, M6 single crystal cell is 0. 8 - 0. RMB 82 / W.

it is worth noting that compared with M6 close to G1 cell turnover, in May to July, China solar power network, the M6 cell demand has surpassed the G1, G1 will exit the end of this year, will be the focus of the next market observation.

despite the global overseas market has started to recover, the price of the component still continues to slow down, temporarily didn't stop the phenomenon. China announced at the end of June 25 2020 pv bidding project. 97 gw, landing distributed proportion accounted for only 1. 3%, solar equipment, at the same time in the recent bidding scheme, has become the mainstream market demand, the second half of 166-180 210 products into the terminal market demand, the future enterprise order differentiation has more hasten is obvious.

at present, the first-line enterprises generally has finalized the order of July, but the second - and third-tier companies orders is still unstable, although recent market will still be deferred project as support, but as a whole under the situation of excess production capacity, prices are still continue to slide, w - 325 330 w polycrystalline component average price cut to 1 at home and abroad. 39 yuan/W and 0. $188 / W, photovoltaic (pv) grid, W - 315 320 w single crystal components average price cut to 1 at home and abroad. 53 yuan/W and 0. $190 / W.

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this paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng power 180 mw