The main inputs of the photovoltaic chain traded by China, such as modules, cells, wafers and polysilicon, maintained stable prices in the third week of November, according to the weekly bulletin of InfoLink Consulting.
Despite the current stability, the report highlighted that the prices of some inputs saw significant reductions throughout the month.
Last week, for example, the prices of bifacial solar s with N-Type TOPCon and HJT (heterojunction) technology have fallen of 4,8% and 4,2%, respectively. Type N photovoltaic cells fell by 1,8%
In the first week of November, it was the value of wafers that fell in the international market: after falling 3,9% in October, the input started the first week of November 4% cheaper.
Analysis by input
photovoltaic modules
PERC modules continue to be the cheapest on the market, with an average price of $0,09/W for the 182mm and 210mm models. N-Type TOPCon and HJT modules are selling for $0,10/W and $0,115/W, respectively.
InfoLink Consulting reported that the price of these modules may increase soon, due to a measure by the Chinese government that raises the export tax on solar s.
The new policy will come into effect in December and is already being considered by manufacturers. “Most have already factored in the changes and module prices outside of China will likely adjust slightly,” InfoLink said in its new bulletin.
Photovoltaic cells
Mono PERC 182mm and 210mm cells are priced at an average of $0,038/W, while N-Type TOPCon cells are priced at $0,037/W. Reduced module demand in China has helped stabilize cell prices in the short term.
Due to the adjustment in the export tax discount rate, which will come into effect in December, manufacturers are prioritizing current deliveries. For markets outside China, future prices may vary depending on companies' strategies.
wafers
The 182mm P-Type wafers are selling for $0,143 per piece, down more than 40% since January, when they were priced at $0,248.
210mm wafers follow a similar trend, with a current price of US$0,212 and an annual reduction of 43,1%.
InfoLink predicts that supply and demand for wafers will remain weak, with further price drops possible in the coming weeks.
Polysilicon
Polysilicon, the main raw material for photovoltaic modules, remains stable. The current average price is US$21,00/kg, a slight reduction compared to the US$21,50/kg recorded at the beginning of the year.
InfoLink expects the price to remain constant or small increases through December. According to the bulletin, the polysilicon market is sluggish due to high inventory and reduced ingot utilization rates, which limit demand for the input.
“Demand will remain stable in the fourth quarter, restricting supply and demand dynamics and product flow,” the company highlights.
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