The hottest photovoltaic price trend India trade w

2022-09-21
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PV price trend: India's trade war alarm increased uncertainty in the off-season

different from the anti-dumping case that was originally under investigation, India has recently launched another PV trade war: a few days ago, the Indian general administration of safeguards "tensile test (stress-strain test) 1 is generally to clamp the two ends of the material sample on two fixtures with a certain distance between them." suggestions for China Malaysia and other countries within the specification impose a 70% temporary safeguard measure tax on photovoltaic cells and modules, which makes the first quarter with only India and Japan as the main demand support more uncertain

at present, the central government of India has not announced the final ruling time of the output results, but in any case, there is undoubtedly another business opportunity for the production capacity of Vietnam, Thailand and other places that have been excluded. Before the tax on India's temporary safeguard measures was implemented, the price of the overall supply chain still fluctuated with market supply and demand. The pressure of weakening downstream demand on the component side has been transmitted to the battery, which also led to a decline in the price of domestic battery this week

price description

pv InfoLink spot price information, RMB prices are quoted for domestic demand in China, while the prices shown in US dollars are overseas prices in non Chinese regions, rather than direct conversion of RMB into US dollars

The spot price of PV InfoLink mainly refers to the information of more than 100 manufacturers. Mainly take the "mode" data of the most frequently traded transactions in the market as the average price (not the weighted average), but slightly fine tune it every week according to the market atmosphere

silicon material

in fact, silicon material is still in a relatively tense situation. Recently, it has stabilized at the high-end of RMB per kilogram. Overseas silicon material is still rising with the domestic water, but the manufacturing cost is much higher than that of China. Overseas silicon wafer manufacturers can't bear the rising price of silicon material. Although the rising trend of overseas silicon material continues this week, there has been a situation of price sawing

silicon wafer

the prices of Longji and Zhonghuan factories are still high-end and stable at the level of about 5.4 yuan and 0.725 US dollars per wafer. However, after the inventory liquidation and price decline at the end of the year, the prices of small and medium-sized monocrystalline silicon wafer factories are difficult to rise back to the original level, and the recent low level has remained at 5.1 – 5.3 yuan per wafer, 0 71 dollars. one hundred and ninety μ M, because the trading volume is very low, the quotation of each piece is generally 180 higher μ m 0.. 02 dollars. At present, the high cost performance has temporarily stabilized the demand and price of single crystal products. However, the off-season is approaching, and it still needs time to incubate the recovery of single crystal demand

the supply of polycrystalline silicon wafers is still increasing month by month. However, under the condition that the overall supply of the market is still slightly tight, the price of polycrystalline silicon wafers is still relatively stable, holding steady at 4.5-4.65 yuan per piece and 0.64 US dollars overseas this week

battery chips

polycrystalline battery chips began to feel price pressure obviously this week. Most of the newly negotiated polycrystalline battery chip orders have been close to 1.65 yuan per watt, and the most stressful thing for battery chip manufacturers is that inefficient products are difficult to find customers, 18 The price of polycrystalline cells with 4% conversion efficiency has fallen rapidly, and the operating rate of some manufacturers may decrease in February

the trading volume of conventional single crystal and single crystal perc cells is still small, but the decline has slowed down. Recently, the domestic price is not much different from that at the end of last month. Overseas single crystal perc cells fell again, and the price came to about US $0.24 per watt

components

the weakening domestic demand has made the prices of single and polycrystalline components continue to decline. The price of domestic conventional components has generally fallen to between 2.65 – 2.68 yuan per watt, and the decline continues. Since February and March will be the time point of the weakest demand in the first half of this year, it seems that the manufacturers' pre year stocking strength will not be too strong at present

in addition, in addition to the anti-dumping investigation already in progress, India has just proposed a temporary safeguard measure of imposing a 70% tax rate

according to PV InfoLink customs data, in this month, China exported more than 8.1gw of components to India and nearly 1.1gw of battery chips, accounting for 31.6% and 35.8% of the cheaper carbon fiber materials exported from components and battery chips, respectively. In India's traditional peak season month last year, domestic components were exported to India in a single month The export volume of 3gw has become a major support for the demand after the lunar new year last year. If India's temporary safeguard measure tax is introduced in the near future, the monthly demand will be colder than expected, and the price decline will be more intense

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