Polysilicon fell below $2 pills afternoon in rebound?

Solar photovoltaic (pv) net news: introduction: part of the price of photovoltaic products continue to test. One of the most miserable is polycrystalline silicon industry chain, polysilicon prices fell below $2 / piece, for low prices in recent years.

at the beginning of 2019, due to the support overseas demand, used to usher in a wave of short photovoltaic products prices, but then began to decline. Single crystal giant longji shares on February 22, P type M2 (the monocrystalline silicon slice The thickness of 180 & mu; m） Price from 3. 5 yuan/piece raised to 3. 15 yuan/piece; A month later, due to market changes, longji shares will have to price by 3. 15 yuan/piece down to 3. 7 yuan/piece.

time came to the middle of April, part of the price of photovoltaic products continue to test. One of the most miserable is polycrystalline silicon industry chain, polysilicon prices fell below $2 / piece, for low prices in recent years.

the data shows, recently the price of polycrystalline silicon material once below 60 yuan per kilogram. Polysilicon piece below 2 yuan/piece, to 1. 96 yuan/piece, its clinch a deal the low even in 1. Below 85 yuan/piece; Polycrystalline cells, the price also is in a state of slow down, dropped to zero. RMB 81 / W; 270 w polycrystalline component price fell to 1. RMB 71 / W; 280 w polycrystalline components is 1. RMB 75 / W.

in contrast, single crystal industry chain, single crystal materials price is relatively stable in 74 yuan per kg from top to bottom; Monocrystalline silicon chip prices in 3. About 6 yuan/piece, slightly down; Efficient single crystal cell is 1 quotation. 15 yuan/W, decline in 0. 81%; Price for 1 290 w single crystal components. RMB 82 / W, fell 1. 62%; 300 W single crystal components for an average of 2 yuan/W, 310 W single crystal components for 2 quotation. 15 yuan/W, 300 W, 310 W, two types of component prices are relatively increased.

so, we can know that the price down in a miserable state of polycrystalline industry chain, and the single crystal industry chain price dip slightly, some efficient component product price even on the rise.

polycrystalline ways, silicon prices, for example, 1. The price of 96 yuan/piece to a record low. Years ago, the price is still in its 2. About 12 yuan/piece, below 2 in a twinkling of an eye. Yuan/piece. And even in the last year & other; 531' Low prices on impact, polycrystalline silicon slice is not less than 2 yuan/piece.

as the market to develop in the direction of efficient, polysilicon industry chain is more and more. Statistics show, 2019 single crystal industry city share will overtake polycrystalline, end of polycrystalline industry ten years of dominance.

it is worth mentioning that the current wave of price decline is mainly due to the policy release caused by delay. Photovoltaic New Deal has not hair, because in 2019 the domestic market wait-and-see sentiment strong, basic stalled, reflected in the price is slightly on the bleak.

it is well known that two photovoltaic New Deal has been released last week, 3 billion yuan of subsidies to fall to the ground, industry eat & other; Creation & throughout; , the photovoltaic market will be started immediately, and sustained downturn in the photovoltaic industry chain is expected to rebound in prices.

first of all, from the point of parity project, because the related policy to regional before April 25 par report on the project list, and recently provinces are actively carry out the policies of good, part of the parity project is expected to start construction in the first half of the year, and quickly pull the market demand.

in addition, an exclusive 7. 500 million yuan subsidies household market is expected to open in advance. Because do not adopt bidding, household project may still to & quot; First come first serve & quot; Model to get the subsidies. As a result, to layout the household with the enterprise, has already started to need to race against the clock. And what this means is that in stock and market competition also will be able to bring some market needs.

in general, two policy after the release, maybe will bring a good rally to pv market. And this good rally could let polycrystalline industrial chain back to life?

does not necessarily, the current downturn polycrystalline industry chain is not primarily a market demand, because can't keep up with the trend of the market trend and more. The current & other; Authors efficiency & throughout; Under the big trend, after king kong wire-cutting technology reform of polysilicon industry cost is not too big advantage, but in terms of efficiency, single crystal of polycrystalline industry has a huge advantage.

efficiency differ too far, it is the leading cause of polycrystalline industry have been abandoned. So if recovery of domestic demand is likely to be more positive single crystal industry. Because whether parity project or household project, have higher requirements on the efficiency of the product, it will be more focused on single crystal products.

now, polycrystalline industry chain has ushered in the important transition period, if cannot solve in the future through technology upgrading efficiency, their competitiveness will be more and more weak.