PV polysilicon prices rose sharply

Photovoltaic polysilicon prices rose sharply this week. The reason is that with the rising trend of secondary polysilicon prices, photovoltaic polysilicon manufacturers also hope to increase their prices. On the other hand, China’s “double reverse” regulations and the Chinese Ministry of Commerce’s initial decision on the “double opposition” of polysilicon produced in the United States, South Korea, and the European Union have not been released on February 20 as expected, and the Chinese Ministry of Commerce stated that it will investigate. Still continuing. Therefore, due to the absence of regulations, polysilicon prices remain relatively stable. In addition, Japan's demand for photovoltaic systems is improving. Photovoltaic installations in Europe and Germany, in particular, are gradually recovering. As China's demand for installation of photovoltaic systems increases, the demand for photovoltaic systems in the entire market is constantly improving. However, the price of the system is still in the downtrend channel, and the price of components is depressed. Therefore, although demand increased, the price of solar modules only rose slightly this week. Although the increase in demand in Japan has caused many battery manufacturers to increase production capacity, battery prices have only risen slightly due to pressure from component prices. On the other hand, as the demand for monocrystalline silicon increased this week and the price of photovoltaic polysilicon increased, the price of monocrystalline silicon rose more.

Another incident this week is that China's export of European PV modules will need to be registered with the EU Customs since March, which means that there is a possibility that the EU will impose retroactive anti-dumping tariffs. The European Commission will announce the preliminary results of solar energy products as soon as possible in May. Affected by this, the single-crystal silicon companies that originally planned to start work have continued to wait and see. It is expected that the small climax of polycrystalline procurement will also become a bubble in the future. This week, the price of polysilicon is consistent with that before the holiday, and the price of polysilicon is at 110. -135 yuan / kg, silicon products offer is also relatively stable, component companies this week to try to increase the price of some products. Single-crystal silicon 125 wafers this week offer is still at 4.5-5 yuan / piece, polycrystalline silicon chip offer 5.7-6 yuan / piece, the battery chip inquiries more monocrystalline silicon cells, single crystal 125 battery price quoted in the 2.4-2.8 yuan /Watt, single-crystal 156 cells offer 2.6-3 yuan / watt, the average price of monocrystalline silicon module prices rose slightly, 190-watt monocrystalline silicon components quoted at 4.5-5 yuan / watt, 250-watt monocrystalline silicon components in the offer 4.6-5.2 yuan/watt. It is expected that the price of photovoltaic products will not change significantly next week.

Recently, the State Grid of China issued the "Opinions on the Implementation of Distributed Power Grid-connected Services," and promised to promote the integration of distributed power sources such as photovoltaics, wind power, and natural gas into the national grid, and provide preferential grid connection conditions, strengthen the supporting grid construction, and optimize Integration process, simplified interconnection procedures, and improved service efficiency. The issue of grid connection has been implemented, and we believe that the following will introduce detailed rules for distributed PV subsidies. The start of the domestic market and the recovery of product prices have made the fundamentals of the entire industry turn better.