As global demand in the off-season, traditional Chinese rob tide also arrived at the end. April pv supply chain from polycrystalline silicon slice to component prices significantly weaker...
As global demand in the off-season, traditional Chinese rob tide also arrived in the end, TrendForce's green can cause EnergyTrend research assistant manager at Lin Yan said, April pv supply chain from polycrystalline silicon slice to component prices significantly weaker, the upstream polysilicon is due to the downstream wafers to maintain full production, new capacity are in place and the Chinese government scrutiny of smuggling, push up China's polysilicon short-term supply more nervous, prices rose dramatically.
Although the price of polycrystalline silicon and monocrystalline silicon slice remains strong, but suffers from the overall demand slows, EnergyTrend estimated price will be flat and start to the end of may, weaker industry into the low season this year, affects the overall supply chain and the surrounding material price fall all the way from June, August after the United States, China, Japan and India cargo strength, is expected to drive the price.
China a polysilicon smuggling, upset pace prices continue to rise
The Chinese government suddenly tighten checks in early April polysilicon imports, investigate on the double anti tax follow smuggling import polysilicon material sources, makes it hard for China to buy the continued spread of the polysilicon spot, pushing up the price on RMB 130 / kg. Although recently the downstream have begun to price significantly, but due to the order of may is coming, more polysilicon until early may will remain slow up the situation.
Because of the polysilicon prices in China, Taiwan, South Korea, the price should be as inflation, China investigate polysilicon smuggling, however, may have limited to double the Wacker chemical (Wacker), Hemlock, REC the European and American companies (fewer loopholes through customs transit into China, only a vast areas to non-chinese offensive, Taiwan, Korea polysilicon and depreciated qualm, spot price uncertainty. But Korea factory OCI, without being limited by a double the rate of manufacturers such as price still will be continued with the Chinese polysilicon is strong.
Weaker cell toward zero margin, and the overall supply chain
Chinese New Year, the overall price of the supply chain on cells in a major disaster area led by continually, just two months gross margin has been close to zero. Lin Yan said, cell prices will soon enter the US $0.3 / W following the development of the situation, manufacturers have to request of polycrystalline silicon slice, silicon chip manufacturers are citing high raw material prices is still short, it was not until recently prices significantly weaker, to finished product is hard to pin, inventory pressure, falling prices will accelerate, EnergyTrend forecast polycrystalline silicon slice will appear obvious decline in May. In addition, the battery slice down too fast and caused the component factory is power demand reduction, so the recent component prices are weakening.
