SHANGHAI, Dec 30 (SMM) - Polysilicon: The prices of polysilicon extended sharp declines this week. The prices of dense polysilicon and recharging polysilicon fell to 200-210 yuan/kg and 210-230 yuan/kg respectively. Polysilicon producers and downstream enterprises began to negotiate new orders for January. The continuous drop in silicon wafer prices had a knock-on effect on polysilicon prices. The significant inventory accumulation of upstream products in the PV industry chain dented market confidence, also contributing to the decline in polysilicon prices.
Silicon wafer: Silicon wafer prices slumped this week. The mainstream transaction prices of monocrystalline silicon wafer M10 and G12 stood at 4.66 yuan/piece and 6.66 yuan/piece respectively as of December 29. The price war continued in the silicon wafer market as producers were desperate to empty their inventories, while downstream enterprises reduced or delayed their purchases out of panic, leading to continuous decline in the market prices.
Solar cells: This week, solar cell prices began to drop sharply. The transaction price of 182mm cells dropped to 1.03 yuan/piece, and the average transaction price of 210mm cells dropped to 1.07 yuan/piece. Due to the sharp decline of upstream silicon wafer prices, the market confidence has been hit hard, and the downstream enthusiasm for purchasing has been significantly weakened.
Modules: The mainstream transaction price of single-sided 182mm monocrystalline PERC modules was 1.81 yuan/w, versus 1.82 yuan/w for single-sided 210mm monocrystalline PERC modules, 1.81 yuan/w for double-sided 182mm monocrystalline PERC modules, and 1.82 yuan/w for double-sided 210mm monocrystalline PERC modules. Module prices also fell this week, and terminal demand was still weak. Some module companies also experienced inventory accumulations. At the same time, as cell prices began to drop sharply this week, the bargaining power of module plants weakened, and its prices fell sharply as well.
Photovoltaic glass: The price of 3.2mm coating photovoltaic glass was 26.0-27.5 yuan/square meter this week, and the price of 2.0mm coating photovoltaic glass was 19.5-20.5 yuan/square meter, flat from a week ago. Constrained by the current poor terminal demand, the operating rates of module plants continued to decline, and the demand for glass was also gradually decreasing. According to industry insiders, under the current market environment, it is expected that the price of photovoltaic glass may drop about 1 yuan/square meter next week.
EVA: The price of photovoltaic EVA remained stable this week, with a price range of 13,000-13,600 yuan/mt, and the price of PV film was 9.43-9.89 yuan/square meter. Demand for photovoltaic EVA and film was stable. EVA and film plants will maintain normal operations during the New Year’s Day.
