This week, China's downstream market began to weaken, but the first-line assembly plant still has 630 unfinished business end orders, as well as more concentrated overseas demand, so the capacity utilization rate is still not weak. However, because the price has started to loosen, it will not be conducive to the price support of the upstream segment. Overseas demand outside China is still hot and prices continue to rise.
Polysilicon
This week, the demand for polysilicon has continued due to the continued demand for silicon wafers, and the supply has also declined because the large polysilicon plants have entered the annual inspections, and prices have begun to rise. This week, the Chinese mainland market price is RMB121-126/kg, and it is expected to continue to rise next week. The target high is RMB128-130/kg.
Wafer
In the case of high uncertainty in downstream demand in mainland China in August, polysilicon film prices remained flat this week; on the other hand, polysilicon chips in non-medium-sized markets continued to be in short supply, orders were postponed to late August, and prices for special high-efficiency polysilicon films were again high. The price has risen to US$0.66-0.7/pc.
For monocrystalline wafers, this week's prices were flat at the US$0.787-0.83/pc range. Affected by the gradual release of monocrystalline silicon wafer production capacity and the declining demand in mainland China, the Taiwan Plant’s monocrystalline wafer supply conditions have begun to tighten. Relief signs. The follow-up silicon wafer market has the possibility of further price increases in the next two weeks under the condition that the upstream polysilicon gains momentum is established and the downstream has overseas demand support.
Cell
The battery chip did not change much this week. In the case that the overseas orders of the downstream manufacturers were still sufficient in the spot market, the price continued, while the prices of non-land-based battery films increased slightly, but they were close to this stage of downstream customers. Acceptable top. In August, due to the effect of price increases in upstream polysilicon, and downstream component prices capped, battery makers will begin to face stringent bargaining dilemmas.
Components
The price of components and the demand for products continued to expand, and overseas orders from first-tier component manufacturers were concentrated. Although prices fell slightly, the visibility of capacity utilization was still good. On the other hand, the prices of small and medium-sized manufacturers that mainly deal in the Chinese market have fallen sharply, and they have been affected by differences in market demand.
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