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Updated November 22, 2018

Poly Price

The polysilicon market witnessed stable price trend this week. Some manufacturers have previous contracts to fulfill, leading to a small trading volume this week. Prices for December will start negotiating next week. With the inventory level slowly increasing, the lowest price of polysilicon is likely to go down further. The average price will depend on top-tier poly and wafer manufacturers’ decisions. Basically, top-tier wafer makers won’t have any actions until prices are lowered. As a consequence, manufacturers won’t start to negotiate the contract prices for December until one to two weeks later. On the other hand, the overseas polysilicon market also saw stable prices this week, reaching US$ 8.3-9/kg.

Wafer Price

Trading price slightly dropped for Chinese multi wafers this week. The mainstream price reached RMB 2.05/piece. The difference is minimal between the highest and lowest price. For the overseas, due to the adjustment in currencies and a price closer to RMB quotes, the overseas market also witnessed lower prices and prices may be pushed down further with the price negotiation for December next week. China is still in wait-and-see mode, waiting to see the price trend of polysilicon. Meanwhile, the mono wafer market saw higher demand with unchanging prices.

Cell Price

Driven by the “General Top Runner Program”, the high-efficiency mono PERC market still witnessed strong demand this week. Some manufacturers slightly increased the price of mono PERC cells with efficiency of above 21.5% due to supply shortage, but the average trading price stabilized at RMB 1.2/W. Bi-facial high-efficiency cell remained flat at RMB 1.25/W this week; Prices of mono PERC cell with an efficiency of below 21.4% remained unchanged as well.

The overall cell market witnessed stable price trend this week. However, as new price will be negotiated next week, high-efficiency PERC cell prices may rise further due to short in supply.

Module Price

Owing to the “General Top Runner Program”, the high-efficiency PERC module market may experience tight supply all the way till before the Lunar New Year. Therefore, demand and price of both 310W PERC and 310W bi-facial PERC modules are expecting to remain stable in the short run.

In the aspect of multi modules, the overall module price trend is more stable in November due to a boom in installation before the end of this year in both China and the overseas. But since the market will witness weak demand in 1Q19, quotes in price for 1H19 have declined substantially, and thus multi module prices may begin to fall again in December.

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