Since the price of polysilicon materials in mid-to-late January, the “solar module will rise” has been mentioned. After the Spring Festival, in the face of the cost change brought by the continuous price increase of silicon material, battery, solar panels enterprises pressure doubled, the recent bidding gave a “price increase” response.
On February 26, in the photovoltaic module procurement of Shandong Zhongyan supply chain, HJT accounted for the highest proportion, and large-size silicon wafers and batteries are the main ones. The quotation is 0.82-0.88 yuan / W with an average of 0.8514 yuan / W; Section 2 is 0.861-0.92 yuan / W with an average of 0.8846 yuan / W; Section 3 is 1.03-1.3 yuan / W with an average of 1.116 yuan / W.
On February 27, in the centralized procurement of photovoltaic modules of Yunnan Energy Investment New Energy Investment and Development Co., Ltd., the bidding price exceeded 0.9 yuan / W, and the average was 0.952 yuan / W. Component price increase has become a foregone conclusion, the industrial chain is about to pick up.
The reasons for the price increase of solar modules are: the project starts after the Spring Festival, the short-term demand increases; the silicon wafer and battery price increases slightly; some enterprises promote the price increase of the industrial chain to reduce the price adjustment pressure.
In the first half of 2024, the industrial chain prices will be in a relatively chaotic state. In the future, with the elimination of backward production capacity, the industrial chain will move towards a new balance. In addition, with the continuous progress of technology and the iteration of production capacity, the photovoltaic industry chain is also undergoing profound changes. The proportion of HJT (heterojunction) components has gradually increased, and large-size silicon wafers and batteries have become the mainstream, which puts forward higher requirements for the production capacity iteration of related enterprises. At the same time, some first-line and new first-line brands have clearly no longer participate in the p-type market competition and focus on the n-type market, which will also have a certain impact on the market pattern.
In terms of industrial chain prices, although there has been a trend of price increases recently, it is also a reasonable phenomenon. Enterprises in all links need to enjoy reasonable profits, so as to contribute to the healthy development of the photovoltaic industry chain and stimulate technological innovation. In the future, with the gradual elimination of backward production capacity, the industrial chain will gradually move towards a new balance.
In general, the photovoltaic industry chain in the first half of 2024 will face some challenges and opportunities. Companies need to pay close attention to market dynamics, adjust their strategies and adapt to changes to achieve sustainable development. At the same time, the government and relevant departments also need to strengthen supervision, promote industrial upgrading and transformation, and make greater contribution to the healthy development of the photovoltaic industry and the optimization of the global energy structure.
Post time: Feb-28-2024