Photovoltaic products are short of supply in short supply.
The price of China's polysilicon spot market has risen to RMB120/kg, leading to a slight stabilization in other markets. Although most of China's polysilicon manufacturers have 100% full production at present, there are still some manufacturers in the condition of maintenance and limited supply, so that the follow-up price should be promoted again and stable RMB120~125/kg, and the prices of silicon chips and batteries continue to be pulled up.
In the near future, the overall supply chain manufacturers have already opened the crop dynamic rate to full under the existing manpower, but a lot of polysilicon wafers and battery section manufacturers can only drive up to 80% of the crops at most. The week's biggest increase. High quality silicon wafers are quite short of demand, driving single crystal, highly efficient and highly efficient polysilicon wafers, the price of single crystal is more than US$0.76/pc, and the price of polycrystalline is less than US$0.64/pc.
The price of the battery film continues to increase rapidly, not only the single crystal PERC is more than US$0.34/W, but the price of the polycrystalline battery is more obvious this week. The price of the battery sheet has reached US$0.22/W. The high efficiency polycrystalline battery chips with the conversion efficiency of more than 18.4% are also standing on the US$0.23~0.24/W, the mainland quotation is about RMB1.85/W, and more efficient. The price of crystal PERC has also risen sharply.
The component factory has carried out the previous low price orders, and the order of the middle and upper reaches is smooth. However, the terminal demand is not hot enough to keep the component price rising, the Chinese component price stays at about RMB3/W, and the overseas price continues to decline. Because of the failure of the component price, and the rapid rebound in the middle and upper reaches, the profit of the component factory continues to be compressed, so that the price of the supply chain in the middle and upper reaches is likely to touch the ceiling price, or will face the stagnation around mid November, and the firm still faces great challenges in the fourth quarter.