【 Komponent qanoti 】 May oyining 3-haftasida taqsimlangan komponent yo'riqnomasi narxi!

In the third week of May, prices across the photovoltaic industry chain continued to decline. Due to inventory accumulation, silicon cells and silicon materials have dropped below cost prices, with a decline exceeding 30% since the beginning of the year. The solar panel Vane Column provides weekly price analysis for distributed solar panels, serving PV box analysis groups, leading solar panel manufacturers, investors, mainstream EPCs in distributed energy sector, etc., as a reference for market price confirmation this week. This information is provided for reference only and we do not assume responsibility for any market operations or investment advice.

Silika so'nggi narxi

This week, the overall price decline trend of silicon links continued, except for N-type materials, all fell below 40,000 RMB/ton, the lowest price has come to 31,000 RMB/ton, and the average price has fallen by 9.16%.

15 may kuni Silicon Chapter tomonidan e'lon qilingan kuzatuv ma'lumotlariga ko'ra:

The transaction price of N-type materials was 41-45,000 RMB/ton, and the average price came to 43,000 RMB/ton, down 5.08% from before the festival;

The transaction price of single crystal recharging is 36,000-41,000 RMB/ton, with an average price of 38,600 RMB/ton, down 5.85% compared with before the festival;

Yagona kristalli ixcham materialning tranzaksiya narxi 34 000 dan 39 000 RMB / tonnani tashkil etdi, o'rtacha narxi 37 300 RMB / tonnani tashkil etdi, bu festival oldidan 4,36% ga kamaydi;

The transaction price of single crystal cauliflower material was 31-36,000 RMB/ton, with an average price of 33,700 RMB/ton, down 9.16% compared with before the festival;

N tipidagi granüler kremniy 37,000-39,000 RMB / tonna, o'rtacha narxi 37,500 RMB / tonna bo'lib, festival oldidan 6,25% ga kamaydi.

Talab tomondan, hozirgi terminal talabi hali tiklanmagan, kremniy inventarlari to'planishda davom etmoqda, kremniy narxi pasayishda davom etmoqda va silikon xaridlari byudjetlari yanada kamayadi;

From the supply side, the current price of less than 4 RMB has fallen below the cash cost of most silicon companies (the cash cost of silicon leads in 2023 is more than 40 RMB/kg). And the raw material end silicon powder and industrial silicon prices tend to be stable, silicon material production costs are difficult to compress. To sum up, the current silicon production enterprises are facing a loss of sales situation, low prices are concentrated in new and cash flow difficulties manufacturers, most manufacturers have used production maintenance, production cuts and other ways to deal with the bottom price, silicon supply from this month will be reduced.

Kremniyning so'nggi narxi hujayra 

Kremniy narxining pasayishi ham kremniy chiplari narxlari tendentsiyasiga ta'sir qilishda davom etmoqda. Silikon sanoati filiali tomonidan 16 may kuni e'lon qilingan kuzatuv ma'lumotlariga ko'ra, Bu hafta kremniy bozorida eng past narx 12 000 RMB/tonnaga yetdi, va o'rtacha narx tomonidan keskin tushib ketdi 20.4%.

ning o'rtacha tranzaksiya narxi P-tipli M10 monokristalli silikon xujayrasi edi 1,25 RMB / hujayra, 20,4% kamaydi festivaldan oldingi bilan solishtirganda;

ning o'rtacha tranzaksiya narxi N-tipli M10 monokristalli kremniy hujayra edi 1,24 RMB / hujayra, 11,4% kamaydi festivaldan oldingi bilan solishtirganda;

ning o'rtacha tranzaksiya narxi P-tipli G12 monokristalli silikon xujayrasi hisoblanadi 1,9 RMB / hujayra,pastga 8.65% o'tgan haftadan;

N-tipli G12 monokristalli silikon xujayrasi tranzaksiyaning o'rtacha narxi 1,94 RMB / dona, pastga 11% o'tgan haftadan.

Ushbu haftada kremniy havolalari narxining keskin pasayishi sabablarini tahlil qilish, asosan, hozirgi kremniy havolasi inventarizatsiyasi hali aniq ta'sir ko'rsatmagan, quyi oqimda silikon sotib olish ishtiyoqi cheklangan, korxona takliflari va yuk tashish superpozitsiyasi yuqori oqim kremniy materiallari narxi pasayishda davom etmoqda, kremniy bitimi narxlar keskin tushib ketdi.

Ma'lum bo'lishicha, hozirgi vaqtda kremniy xujayrasi korxonalarining pul yo'qotishlari jiddiyroq va ba'zi ishlab chiqaruvchilar ishlab chiqarishni qisqartirishda davom etmoqdalar. Silicon Industry filiali so'roviga ko'ra, bu hafta ikkita etakchi korxona va integratsiyalashgan korxonalar ish tezligini sezilarli darajada kamaytirdi. Integratsiyalashgan korxonalar o'zlarining kremniy hujayralarini ishlab chiqarishga qaraganda ancha tejamkor, shuning uchun ular kremniy quyish, ikki tomonlama taqsimlash, to'g'ridan-to'g'ri qazib olish va boshqa ishlash usullarini qo'llashadi.

Hujayraning so'nggi narxi

Cell prices continued to fall this week, and TOPCon cell prices fell more.

At present, the price of N-type TOPCon cell has come to 0.34 RMB /W; The price of single crystal PERC182 cell came to 0.32 RMB /W, and the price of single crystal PERC210 cell came to 0.34 RMB /W.

This week, the supply pressure of the cell segment continues to increase, on the one hand, the N-type output continues to grow, on the other hand, the upstream silicon chip overfalls lead to the downstream limit price pressure, and the inventory continues to rise. In addition, the chaos in the price of silicon chips has exacerbated the discrete cost of cell chips and the confusion in the market quotation. It is understood that some manufacturers are already planning to reduce production.

Looking forward to the future trend, if the upstream price continues to overfall, it is expected that the cell price still has room to explore.

The oxirgi narx Quyosh paneli

This week, the solar panel market was affected by the upstream, and the price continued to fall.

According to market data, in the distributed range this week, the mainstream trading price of first-line 182 single-sided single crystal PERC solar panels was 0.8-0.84 RMB/W, with an average price of 0.82 RMB /W; The mainstream price of 182 PERC double glass solar panels is 0.82-0.86 RMB /W, with an average price of 0.84RMB /W; The 210 series is the same price.

In terms of N-type solar panels, within the distributed range this week, the mainstream price of TOPCon solar panel orders delivered by first-line enterprises is in the range of 0.84-0.92 RMB /W, with an average price of 0.86 RMB /W; The mainstream trading price of HJT solar panel manufacturers has fallen to the range of 0.97-1.1 RMB /W, with an average price of 1 RMB /W.

Talab va taklif nuqtai nazaridan, bu haftada quyosh panellarining umumiy talab va taklifi barqaror edi. Biroq, ta'minot tomonida, yuqori oqim narxlarining mantiqsiz va tez pasayishi quyosh panellari xarajatlarini yon tomondan qo'llab-quvvatlashga sezilarli ta'sir ko'rsatdi, shuning uchun ishlab chiqaruvchilar narxlarni moslashtiradilar; Talab tomonida, terminal loyihasining daromadi yaxshiroq, lekin yuqori oqim narxlarining doimiy ravishda oshib borishi ham terminalda quyosh paneli narxi barqaror bo'lishi mumkinligiga shubha qiladi. Umuman olganda, bu hafta quyosh panellarini etkazib berish kuchida katta o'zgarish bo'lmadi.

Terminal statistikasida taqsimlangan bozor quyosh panellarining tranzaksiya narxiga asoslangan Pv box PV quyi oqim bozori guruhi, may oyining uchinchi haftasida quyosh panellarining qo'llanma narxi quyidagicha umumlashtiriladi:

Eslatma

1.Ushbu haftadagi quyosh panellari uchun ko'rsatilgan narx 1 MVt joydan sotib olish hajmi, shu jumladan Sharqiy Xitoyda 13% qo'shilgan qiymat solig'i va yuk tashish bo'yicha taqsimlangan loyiha quyosh panellari uchun qo'llanma narxidir (keng miqyosdagi savdolar uchun ma'lumotnoma sifatida emas) loyihalar).

2. 2.Ushbu quyosh panelining narxi birinchi qatorli quyosh batareyasi zavodining bozor savdosi narxiga ishoradir. Ikkinchi qatorli quyosh batareyasi zavodining narxi odatda birinchi qatorli quyosh paneli zavodiga qaraganda 0,02-0,04 RMB / Vt arzonroqdir.

3.1MVt taqsimlangan PV moduli qoʻllanma narxi faqat taqsimlangan investorlar va EPC maʼlumotnomasi uchun moʻljallangan.