The upstream enterprises of photovoltaics are ringing and waiting for the downstream to move.

According to a recent survey conducted by EnergyTrend, due to the continuous pulling of PV orders in North America, the capacity utilization rate of photovoltaic cell factories continued to rise in January, and with the end of the Christmas holiday, the degree of inquiries from European customers has gradually increased. Photovoltaic trading...

After a recent week's survey, EnergyTrend concluded that due to the continuous shipment of PV orders in North America, the capacity utilization rate of PV cells continued to rise in January, and with the end of the Christmas holiday, European customers' inquiries gradually increased, making PV The popularity of the trading market has increased. Due to the increased visibility of PV orders and the continued shift in demand to high-efficiency products, the supply of high-efficiency PV products has become tight, making the relevant suppliers gradually gain a strong position in terms of price. Based on the current situation of PV supply and demand and price trends, the price of the first quarter will show a phased increase.

EnergyTrend said that the trend of polysilicon price increases has been determined. At present, the first-tier manufacturers have negotiated the contract price of polysilicon in the first quarter, and only a few manufacturers are still negotiating the details. Based on the current contract price, the price range provided by each factory for index customers is between US$28/kg and US$30/kg, while the average customer is US$30/kg-$40/kg. On the other hand, end-user demand for high-efficiency silicon is still strong, but only some silicon companies can provide more than 17% of products. According to EnergyTrend, some silicon wafers have already sold out in January. At present, the price has been negotiated with customers for the price in February. It is obvious that the high-efficiency products are still in a tight situation of supply and demand in a short period of time.

On the other hand, although Taiwan's photovoltaic cell factory benefited from the influx of North American orders and significantly increased capacity utilization, EnergyTrend's survey found that most of the relevant orders are for large PV systems, taking into account the overall cost and return on investment, currently The demand for high-efficiency photovoltaic products is not strong, but it is mostly normal. Therefore, the quotations of downstream photovoltaic cells and photovoltaic module factories are still relatively flat, and only a small number of high-efficiency photovoltaic products began to increase the price to test the market reaction. In addition, at present, mainland manufacturers mainly provide general normal products, and they are mainly flat in terms of price, which makes the price trend different according to different photovoltaic products. EnergyTrend believes that unless there is a big change in the market, the current price and supply and demand situation will show that the price of high-efficiency products will gradually increase in the first quarter, while the general products still maintain a flat trend.

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