Supply chain prices bottom out amid production cut

June 19, 2024
*Note: TOPCon 210*210mm cells will be included from June 19,2024.   Polysilicon Polysilicon prices dropped slightly this week, driven by lowered delivery prices before. China-made poly...
>3%
0~3%
0%
0~-3%
<-3%
Polysilicon (kg)
Item High Low Average price Change(%) Change($) Price prediction for next week
Polysilicon Price - Chunk polysilicon (USD) 23.5 18.0 21.5 -- --
Polysilicon Price - Chunk polysilicon (RMB) 41.0 37.0 39.0 -2.5 -1.000
Polysilicon Price - Granular polysilicon (RMB) 37.0 36.0 37.0 -- --
  • Polysilicon prices in dollar terms are prices for polysilicon with non-China origins in dollar terms, not translated from RMB prices.

 


P Type Wafer (pc)
Item High Low Average price Change(%) Change($) Price prediction for next week
Mono P Type Wafer - 182-183.75mm / 150µm (USD) 0.155 0.143 0.155 -- --
Mono P Type Wafer - 182-183.75mm / 150µm (RMB) 1.250 1.150 1.250 -- --
Mono P Type Wafer - 210mm / 150µm (USD) 0.224 0.212 0.212 -5.5 -0.012
Mono P Type Wafer - 210mm / 150µm (RMB) 1.800 1.700 1.700 -5.6 -0.100
  • Weekly spot price report for 182mm wafers and cells will be based on the 182-183.75mm format from June onwards due to market changes.


N Type Wafer (pc)
Item High Low Average price Change(%) Change($) Price prediction for next week
Mono N Type Wafer - 182-183.75mm / 130µm (RMB) 1.100 1.050 1.100 -- --
Mono N Type Wafer - 182*210mm / 130µm (RMB) 1.450 1.350 1.400 -- --
Mono N Type Wafer - 210mm / 130µm (RMB) 1.700 1.600 1.650 -- --
  • Weekly spot price report for 182mm wafers and cells will be based on the 182-183.75mm format from June onwards due to market changes.


P Type Cell (W)
Item High Low Average price Change(%) Change($) Price prediction for next week
Mono PERC Cell - 182-183.75mm / 23.1%+ (USD) 0.090 0.038 0.039 -2.5 -0.001
Mono PERC Cell - 182-183.75mm / 23.1%+ (RMB) 0.310 0.300 0.300 -3.2 -0.010
Mono PERC Cell - 210mm / 23.1%+ (USD) 0.040 0.038 0.039 -2.5 -0.001
Mono PERC Cell - 210mm / 23.1%+ (RMB) 0.310 0.300 0.300 -3.2 -0.010
  • The high prices for M10 PERC and TOPCon cells is based mostly on those of Southeast Asian origins.
  • Weekly spot price report for 182mm wafers and cells will be based on the 182-183.75mm format from June onwards due to market changes.


N Type Cell (W)
Item High Low Average price Change(%) Change($) Price prediction for next week
TOPCon Cell - 182-183.75mm / 24.7%+ (USD) 0.130 0.037 0.038 -5.0 -0.002
TOPCon Cell - 182-183.75mm / 24.7%+ (RMB) 0.300 0.285 0.300 -- --
TOPCon Cell - 182*210mm / 24.7%+ (RMB) 0.330 0.320 0.320 -3.0 -0.010
TOPCon Cell - 210mm / 24.7%+ (RMB) 0.340 0.320 0.330 -- --
  • The high prices for M10 PERC and TOPCon cells is based mostly on those of Southeast Asian origins.
     
  • TOPCon cell efficiency for spot price report will be adjusted to 24.7%+ from April 2024 onwards.
     
  • TOPCon 182*210mm cells will be included from May 15,2024
  • Weekly spot price report for 182mm wafers and cells will be based on the 182-183.75mm format from June onwards due to market changes.
  • TOPCon 210*210mm cells will be included from June 19,2024.


Glass to Glass Bifacial PERC Module (W)
Item High Low Average price Change(%) Change($) Price prediction for next week
182*182-210mm Mono PERC Module (USD) 0.320 0.080 0.100 -4.8 -0.005
182*182-210mm Mono PERC Module (RMB) 0.880 0.760 0.800 -3.6 -0.030
210mm Mono PERC Module (USD) 0.340 0.080 0.100 -4.8 -0.005
210mm Mono PERC Module (RMB) 0.900 0.780 0.820 -3.5 -0.030
  • Module prices in RMB terms are based on domestic price quotes and the average price is based on delivery prices of the week for distributed and centralized generation projects, excluding transportation costs. The high and low prices reflect prices of Tier-2 module makers or previous projects. Module prices in dollar terms are price quotes in non-China markets (before tax), not translated from RMB prices.
  • Stop reporting for monofacial glass-backsheet PERC modules from April 2024 onwards.
  • Price difference between bifacial and monofacial modules ≈ RMB 0.02/W.
  • Weekly spot price report for 182mm modules will be based on the 182*182-210mm format from June onwards due to the slim price gap among varying formats.


Glass to Glass Bifacial N Type Module (W)
Item High Low Average price Change(%) Change($) Price prediction for next week
182*182-210mm Mono TOPCon Module (USD) 0.350 0.090 0.115 -- --
182*182-210mm Mono TOPCon Module (RMB) 0.930 0.800 0.860 -2.3 -0.020
210mm Mono HJT Module (USD) 0.140 0.125 0.135 -3.6 -0.005
210mm Mono HJT Module (RMB) 1.070 0.950 1.070 -2.7 -0.030
  • Module prices in RMB terms are based on domestic price quotes and the average price is based on delivery prices of the week for distributed and centralized generation projects, excluding transportation costs. The high and low prices reflect prices of Tier-2 module makers or previous projects. Module prices in dollar terms are price quotes in non-China markets (before tax), not translated from RMB prices.
  • Weekly spot price report for 182mm modules will be based on the 182*182-210mm format from June onwards due to the slim price gap among varying formats.


China Projects Glass to Glass Bifacial Module (W)
Item High Low Average price Change(%) Change($) Price prediction for next week
182*182-210mm/210mm TOPCon Module - Ground-mounted project 0.880 0.800 0.830 -2.4 -0.020
182*182-210mm/210mm TOPCon Module - Distributed project 0.930 0.800 0.850 -2.3 -0.020
  • Module prices in RMB terms are based on domestic price quotes and the average price is based on delivery prices of the week for distributed and centralized generation projects, excluding transportation costs. The high and low prices reflect prices of Tier-2 module makers or previous projects. Module prices in dollar terms are price quotes in non-China markets (before tax), not translated from RMB prices.
  • Prices for Chinese project will be prices for TOPCon modules instead of PERC from April 2024 onwards.
  • Weekly spot price report for 182mm modules will be based on the 182*182-210mm format from June onwards due to the slim price gap among varying formats.


Region Module (W)
Item High Low Average price Change(%) Change($) Price prediction for next week
182*182-210mm Mono PERC - India made (USD) 0.210 0.160 0.190 -- --
182*182-210mm/210mm Mono TOPCon - India (USD) 0.115 0.100 0.110 -- --
182*182-210mm/210mm Mono PERC - US (USD) 0.320 0.200 0.300 -- --
182*182-210mm/210mm Mono TOPCon - US (USD) 0.350 0.280 0.330 -- --
182*182-210mm/210mm Mono PERC - EU (USD) 0.205 0.100 0.115 -- --
182*182-210mm/210mm Mono TOPCon - EU (USD) 0.130 0.090 0.120 -- --
  • Module prices in RMB terms are based on domestic price quotes and the average price is based on delivery prices of the week for distributed and centralized generation projects, excluding transportation costs. The high and low prices reflect prices of Tier-2 module makers or previous projects. Module prices in dollar terms are price quotes in non-China markets (before tax), not translated from RMB prices.
  • Non-China module price (by region): Stop reporting PERC module prices for projects in Australia and Europe, only report for India-made PERC modules and PERC modules for projects in the U.S.  Addition: TOPCon module prices for projects in the U.S., Europe, and India from April 2024 onwards
  • Weekly spot price report for 182mm modules will be based on the 182*182-210mm format from June onwards due to the slim price gap among varying formats.


Module BOM Materials (m²)
Item High Low Average price Change(%) Change($) Price prediction for next week
3.2mm Coating PV Glass(RMB) 25.50 24.50 25.50 -3.8 -1.000
2.0mm Coating PV Glass(RMB) 17.00 16.00 17.00 -8.1 -1.500


Source:InfoLink Consulting

為提供您更多優質的內容,本網站使用 cookies分析技術。若繼續閱覽本網站內容,即表示您同意我們使用 cookies ,關於更多 cookies 資訊請閱讀我們的 隱私權政策