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SMM, January 21:
Silicon Wafer
Prices: The market price for N-type 18X silicon wafers was 1.18-1.18 yuan/piece. Currently, low-priced orders for silicon wafers are decreasing as deliveries are made, while high-priced resources are facing increasing resistance from downstream.
Production: In January, the planned production of silicon wafers showed that top-tier enterprises generally increased their operating rates, leading to a MoM increase in production.
Inventory: This week, silicon wafer inventory saw a MoM increase. As the Chinese New Year approaches, downstream purchases have almost stopped, resulting in inventory accumulation.
Solar Cell
Prices: The price for high-efficiency PERC182 solar cells (efficiency of 23.2% and above) was 0.325-0.34 yuan/W. There was no trading volume in the PERC210 solar cell market. The price for Topcon183 solar cells (efficiency of 25% and above) was around 0.285-0.295 yuan/W; Topcon210RN solar cells were priced at 0.28-0.285 yuan/W; Topcon210 solar cells were priced at 0.285-0.295 yuan/W. The mainstream price for HJT210 half-cell products was 0.36-0.38 yuan/W.
Production: Some integrated manufacturers' solar cell bases gradually went on holiday, while most specialized solar cell manufacturers maintained their operating rates.
Inventory: Shipments weakened, and inventory showed an upward trend.
PV Film
Prices
PV-Grade EVA: The transaction price for PV-grade EVA was 10,600-10,900 yuan/mt. The domestic settlement price for PV-grade POE was approximately 12,000-13,500 yuan/mt.
PV Film: The current mainstream price for 420g transparent EVA film was 5.29-5.46 yuan/m², 420g white EVA film was 5.67-6.05 yuan/m², 380g EPE film was 5.79-5.89 yuan/m², and 380g POE film was 6.84-7.22 yuan/m².
Production: In January, the planned production of PV-grade EVA was approximately 100,000 mt. The planned domestic production of PV film was approximately 350 million m².
Inventory: As the Chinese New Year approaches, logistics scheduling became difficult, and prices increased. There was still minor stockpiling of PV-grade materials, while the overall inventory of EVA remained at a low level.
Inverter
Prices: This week, the price range for inverters was as follows: 20kw at 0.12-0.16 yuan/W, 50kw at 0.11-0.15 yuan/W, 110kw at 0.1-0.14 yuan/W, and 320kw at 0.08-0.1 yuan/W. Inverter prices remained stable.
Supply and Demand: On the supply side, production was stable and sufficient. In Q1, new order demand weakened significantly due to the off-season. Pre-holiday shipments gradually stopped, with deliveries postponed to after the holiday and March.
