On April 6th, TCL Central announced the latest silicon wafer prices. According to public information, 150 μ The thickness of silicon wafer 182 increased to 6.40 yuan/piece, while 210 and 218.2 decreased to 8.05 yuan/piece and 8.69 yuan/piece, with prices reduced by 0.15 yuan/piece and 0.16 yuan/piece respectively.
In addition, the N-type 182 silicon wafer also increased by 0.13 yuan/piece and 0.12 yuan/piece simultaneously, while the price of the 210 silicon wafer decreased by 0.15 yuan/piece.
Just a week ago (April 1st), Tongwei released a notice on the price adjustment of solar cells. The 182 solar cells were quoted at 1.09 yuan/watt, a decrease of 0.06 yuan/watt, or 5.2%; The quotation for 210 battery cells is 1.13 yuan/watt, with a decrease of 0.02 yuan/watt or 1.7%.
On March 29th, the China Silicon Industry Branch released the latest polycrystalline silicon prices. The domestic single crystal re feeding price range is between 204 to 210 yuan/kg, with an average transaction price of 208 yuan/kg and a weekly decrease of 4.31%; The price range of single crystal dense materials is between 202 and 208 yuan/kg, with an average transaction price of 206 yuan/kg, and a weekly decrease of 4.39%.
Although the upstream industry chain is gradually entering a downward trend, it is worth mentioning that according to feedback from multiple channel distributors, the price of photovoltaic modules has shown a slight upward trend, mainly concentrated in high-power components of first tier brand enterprises, while second and third tier brand components have relatively insufficient power and weak upward momentum.
In terms of installation and market demand, since 2023, there has been a significant increase in the procurement of photovoltaic modules by major energy companies in China. As of the end of March, the total scale of component bidding exceeded 60GW, an increase of 90% year-on-year. On March 21st, the National Energy Administration announced that from January to February, the country's newly installed solar power generation capacity increased by 20.37GW, a year-on-year increase of 87.74%.
Meanwhile, customs data shows that the export scale of Chinese components exceeded 14GW from January to February 2023. Overseas demand remains strong, with frontline component companies significantly increasing production schedules in April and orders being relatively full.
According to the recent bid opening information of some components in China, the quotations for P-type and N-type solar panels are concentrated between 1.599 yuan/W and 1.746 yuan/W, with an average price of around 1.67 yuan/W to 1.7 yuan/W. Overall, the component prices in the recent bidding collection have been relatively stable.
