Just now, N-type silicon fell 3.96%!

Just now, N-type silicon fell 3.96%!

International Energy network/photovoltaic headlines (PV-2005) learned that on April 25, the Silicon industry branch announced the latest price of monocrystalline silicon wafers this week. This week, the price of silicon chips showed a trend of differentiation, there are head companies actively support the price, there are also second and third line enterprises low price, low volume is very small, so it is not included in the scope of statistics. The average transaction price of P-type M10 monocrystalline silicon wafer (182 mm /150μm) dropped to 1.63 yuan/wafer, with a weekly decline of 2.4%; The average transaction price of N-type M10 monocrystalline silicon (183.75mm /130μm/256mm) fell to 1.55 yuan/piece, down 3.13% week on week; The average transaction price of P-type G12 monocrystalline silicon wafer (210 mm/150μm) was maintained at 2.13 yuan/wafer, which was unchanged week on week. N-type G12 monocrystalline silicon (210 mm/150μm) traded at an average price of 2.18 yuan/piece, down 3.96% week on week.

On the supply side, some enterprises turned to the "silicon material" foundry model this week, and the trend of integrated enterprises turning to external silicon wafers is obvious. According to statistics from the Silicon Industry Branch, domestic silicon wafer production in April was 62.35GW, down 10.6% from the previous month. On the demand side, battery output in April was 61GW, and component output was about 54GW. In terms of batteries, the size difference shows price differentiation, with the price of P-type 210 batteries rising to 0.36 yuan /W, and the price of N-type 182 batteries falling to 0.4 yuan /W. At the component end, the average transaction price of 182mm single-sided components was maintained at 0.93 yuan /W.

It is understood that on April 23, Datang Group 2024-2025 photovoltaic module centralized procurement bid opening, a total of three packages, a total of 16GW, a total of 62 companies to participate in the bid, the three components of the offer are a new low. Among them, the lowest price of PERC components has been as low as 0.74 yuan /W, and the average price is 0.818 yuan /W; The lowest price of N-type TOPCon components is 0.79 yuan /W, and the average price is 0.818 yuan /W; N-type HJT components: The lowest price is 0.89 yuan /W, and the average price is 0.951 yuan /W.

This week, the operating rates of the two first-line companies remained at 70 percent and 95 percent, respectively. The operating rate of integrated enterprises was maintained between 70% and 80% respectively, and the operating rate of the remaining enterprises was reduced to between 45% and 80% respectively.

On April 24, the Silicon Industry Branch announced the latest price of polysilicon this week. Polysilicon prices fell again this week. Among them, the transaction price range of N-type rod-like silicon is 4.50-5200 yuan/ton, and the average transaction price is 49,200 yuan/ton, down 6.29% from the previous quarter. The transaction price range of P-type dense material is 4.00-450 yuan/ton, and the average transaction price is 42,800 yuan/ton, down 6.75%. The price difference of n/p rod-like silicon was 0.41 million yuan/ton, and the price difference continued to narrow. The transaction price range of N-type granular silicon was 4.20-4400 yuan/ton, and the average transaction price was 4300 yuan/ton, down 9.47% from the previous quarter.

According to statistics, this week, there were 7 N-type rod-like silicon companies traded, and 6 P-type rod-like silicon companies traded, and the volume was general, with only a few companies trading more than 1,000 tons. As of this week, a total of 17 domestic polysilicon production enterprises have basically maintained normal production.

According to customs data, the import price of polysilicon in March 2024 was about 15.21 US dollars/kg, and the import volume was 4794.3 tons, an increase of 96.71% from the previous month; Polysilicon export price of about 9.36 US dollars/kg, the export volume of 1689 tons, an increase of 28.40%.

On April 22, the National Energy Administration released the statistics of the national power industry from January to March. From January to March, the photovoltaic installed capacity increased by 45.72GW, an increase of 35.89% compared with the same period last year. However, from the data of new PV installed capacity in March, the new PV installed capacity in March 2024 was 9.02GW, compared with the new PV installed capacity of 13.29GW in March 2023, down 32% year-on-year.