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Silicon material price hike for 26 weeks! The price of components remains high, and it is difficult for ground projects to accept the price of components above 0.3USD/W
August 16 , 2022

Since the price of silicon material has exceeded 300 yuan/kg, the price of distributed components has remained high, and the price of components has exceeded 2 yuan/W. It is difficult for ground projects to accept component prices exceeding 2 yuan/W.
The latest price of silicon material


This is the 26th price increase of silicon material this year. If the price of silicon material is not reduced, there is no hope for the mid-term price reduction of module prices! The domestic single crystal re-feeding price range is 300-308 yuan/kg, and the average transaction price is 304.2 yuan/kg, a week-on-week increase of 0.66%. The price range of single crystal dense material is 298-306 yuan/kg, and the average transaction price is 302.2 yuan/kg, a week-on-week increase of 0.73%. The price range of single crystal cauliflower material is 295-306 yuan/kg, and the average transaction price is 299.5 yuan/kg, a week-on-week increase of 0.77%. The market has now risen for 26 weeks.

Silicon wafer latest price
This week, the price range of M6 monocrystalline silicon wafers is 6.31-6.33 yuan/piece, and the average transaction price has increased to 6.32 yuan/piece; the price range of M10 monocrystalline silicon wafers is 7.53-7.54 yuan/piece, and the average transaction price has increased to 7.54 yuan/piece. The price range of G12 monocrystalline silicon wafer is 9.9-9.93 yuan/piece, and the average transaction price has increased to 9.65 yuan/piece.

On July 26, LONGi released the latest price announcement for monocrystalline silicon wafers, and all three models have an increase of about 0.25 yuan over the previous month.


The latest price of battery

At present, the quotations of Tongwei solar cells include 1.28 yuan/W for M6 cells, 1.30 yuan/W for M10 cells, and 1.28 yuan/W for G12 cells. At the same time, the recent market trend of thinning has become more obvious, and the quotation resources of silicon wafers with a thickness of 155 μm have gradually increased.

Component latest price


Distributed component price
This week, the 166 single-sided components of the distributed modules are 1.95-1.97 yuan/W, the single-crystal 182 and 210 single-sided components are 2.00-2.03 yuan/W, and the single-crystal 182 and 210 double-sided components are 2.03-2.06 yuan/W. The mainstream market quotation of N-type modules this week is 2.15-2.2 yuan/W.
The PV box PV downstream market group has comprehensively sorted out the guidance prices for the second week of August 2022 based on the transaction prices of components in the distributed market based on the statistics of the terminal 2 terminals as follows:

This week, some module companies tried to increase prices due to upstream cost pressure, but project investors did not buy it, and transactions were difficult. At present, domestic ground projects have delayed the installation progress because they cannot bear the high module price of more than 2 yuan/W. The start-up progress of investors is also being postponed, and the overall demand in the overseas market is relatively stable due to the sufficient supply of components in the early stage and the holidays in Europe and other regions.

Remark:
1. This week's component quotation is the guide price of components for distributed projects with 1MW of spot purchases, including 13% value-added tax and freight in East China (not as a reference for large-scale bidding projects).
2. The price of this module is a reference to the market transaction price of the first-tier module factory. The second-tier module factory is generally 0.03-0.05 yuan/W cheaper than the first-tier module factory.
3. The guide price of 1MW distributed photovoltaic modules is only for the reference of distributed investors and EPCs.

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