Temat: Ceny PV w Chinach - raport # 18 solarzoom

Solarzoom Solar Market Report Dec 03-Dec 07, 2012

Weekly Solar Market Price Trends: Mainland China Report 18

Silicon Material

The domestic market price of level-1material is 115 CNY/kg, and 110 CNY/kg for level-2 ones. The price of imported level-1 materials is $18.335 /kg, while it stands at $17.795 /kg for level-2 ones.

This week, the price of domestic silicon material stabilized, and shipments have improved. Current inventories of most wafer manufacturers have reached lower levels, and some wafer manufacturers started to replenish their silicon material inventories since they expect that China’s government will announce results of the AD&CVD investigation into the imported silicon materials. Although the wholesale price of silicon materials remains with the weak market, it is expected to stabilize for at least the short term.

Solar Wafer

This week, regarding mono-c-Si 125mm*125mm wafer, the price of tier-1 suppliers stood at 5.0 CNY/pc, and at 4.2 CNY/pc for tier-2 ones. As to mono-c-Si 156mm*156mm wafer, the price of tier-1 suppliers arrived at 7.6 CNY/pc, and 7.2 CNY/Pc for tier-2 ones. In terms of poly-c-Si 156mm*156mm wafer, the price of tier-1 suppliers reached 6.50 CNY/pc, and 5.6 CNY/pc for tier-2 ones.

It is reflected by some wafer manufacturers that orders for mono wafers are getting larger. There is also greater demand for grade B wafers. Prices for polycrystalline wafers remain in the same price ranges as last week.

Solar Cell

Currently, considering mono-c-Si 125mm*125mm cell, the price of tier-1 suppliers stands at 2.7 CNY/W, and 2.3 CNY/W for tier-2 ones. Regarding mono-c-Si 156mm*156mm cell, the price of tier-1 suppliers is at 2.9 CNY/W, and 2.4 CNY/W for tier-2 ones. In terms of poly-c-Si 156mm*156mm cell, the price of tier-1 suppliers has reached 2.45 CNY/W, and 2.15 CNY/W for tier-2 ones.

At present, the demand for cells remains stable, promoted by the start of downstream terminal projects. Yet, the demand from the domestic market is viewed as temporary and it is expected to drop with the New Year. Nowadays, many cell manufacturers have shut down, and only some manufacturers who have module production lines and terminal projects can support their operation. According to the present market, prices are not expected to change in the short term.

Solar Module

Concerning mono-c-Si 190W module, the price of tier-1 suppliers stands at 4.40 CNY/W, and 4.0 CNY/W for tier-2 ones. As to mono-c-Si 245W module，the price of tier-1 suppliers is at 4.85 CNY/W, and 4.35 CNY/W for tier-2 ones. In terms of poly-c-Si 230W module, the price of tier-1 suppliers has reached 4.0 CNY/W, and 3.50 CNY/W for tier-2 ones. Concerning mono-c-Si 195W module, the price of tier-1 suppliers stands at 4.5 CNY/W, and 4.1 CNY/W for tier-2 ones. As to mono-c-Si 250W module, the price of tier-1 suppliers is at 4.90 CNY/W, and 4.5 CNY/W for tier-2 ones. And in terms of poly-c-Si 240W module, the price of tier-1 suppliers has reached 4.20 CNY/W, and 3.95 CNY/W for tier-2 ones.

As the New Year is coming, most projects become urgent, and there is a rush in orders for some manufacturers. Affected by this, the utilization of major domestic manufacturers has remained at satisfactory levels. Smaller manufacturers can still maintain their production, but the order volume is getting lower. Presently, overall module inventory is said to be at low levels. Those who do not have orders have almost stopped their production, and they will not take the risk to backlog inventory. In addition, considering how difficult is to get mono-c-Si 125mm*125mm cells, the quotation of mono-c-Si 190W and 195W modules actually increased, even approaching the price of large-size ones, but the trading volume remains at low levels.

Tier-1 companies include the U.S. and HK stock market-listed entities, with large capacity and product circulation in the market, like Suntech Power Holdings Co., Ltd. (ADR)(NYSE:STP), Yingli Green Energy Hold. Co. Ltd. (ADR) (NYSE: YGE), Canadian Solar Inc. (NASDAQ: CSIQ), Trina Solar Limited (NYSE: TSL), JA Solar Holdings Co., Ltd. (ADR) (NASDAQ: JASO) and ReneSola Ltd. (ADR)(NYSE: SOL)