Polysilicon prices continue to drop or fall to $20 per kilogram

According to a survey conducted by EnergyTrend, an analysis division of TrendForce, the spot price of polysilicon is approaching the production costs of major manufacturers. Although the spot price fell below the price of 23 US dollars / kg this week, but the relevant industry said that the current polysilicon prices have gradually stabilized. For the future trend of polysilicon prices, it is estimated that this year has the opportunity to reach 20 US dollars / kg, but the first-tier manufacturers still stick to the price floor and the remaining second- and third-tier manufacturers can not take the initiative to attack the price, TrendForce believes that the price will be guarded At $20/kg or more. Related companies said that the price of polysilicon will continue to decline, mainly due to the continuous output of the factories, the manufacturers of the contract are not willing to retain too much inventory, so continue to sell the contract materials. Before the market demand has not changed significantly, such supply and mode will keep the price in the market low, and it is unlikely to rise. The trend in the past should be continued. In terms of the decline, the relevant industry said that there are currently four major suppliers in the market, all of which have considerable cost competitiveness, and other small factories have almost no living space. Although some manufacturers want to stabilize the price, on the other hand, some manufacturers have strengthened their efforts to lower the price, and there is a tendency to accelerate the reshuffle; for those manufacturers who are both cost-competitive and have long-term production capacity. It will adjust the price of its products according to the price trend of its main competitors, so it is expected that the market price will follow the manufacturers who kill. The manufacturer's cost is between 19 and 20 US dollars, and can still maintain 5% to 10% of the profit. Looking at the market in 2012, there may be only two prices, one is the contract price (26 to 28 US dollars / kg), the first is the trade price thrown by downstream manufacturers and the deliberate price of polysilicon manufacturers (minimum 22 down to 19.5 US dollars / kg ). Polysilicon manufacturers have little chance of losing money like solar cells and wafer manufacturers. In particular, the installed capacity is expected to increase slightly this year. There is not much news about the re-opening of polysilicon plants, so the price should be maintained at 20 US dollars/kg. the above. In terms of spot quotation this week, some rumors of the market rumors that polysilicon manufacturers intend to legally require downstream manufacturers to fulfill the contract, so that relevant manufacturers can accelerate the clearing of excess sources; on the other hand, the contract price offered by some polysilicon manufacturers has fallen below 30 US dollars/kg, making The spot price was once again squeezed. From the spot price this week, the lowest price of polysilicon is 21 US dollars / kg, the average price of 22.776 US dollars / kg, a decrease of 3.82%. In terms of wafers and batteries, this week only slightly declined. The average price of polysilicon wafers was $1.076 per piece, a decrease of 0.46%. The average price of monocrystalline silicon wafers was 1.551 per piece, a decrease of 0.64%. The price of the battery is relatively stable. The average price this week was 0.474 US dollars / watt, a decrease of only 0.21%. In the module part, due to price pressures inside the Chinese market, prices fell again this week, with an average price of $0.785/W, a drop of 0.38%.

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