Energy Trend, a research institute, announced the trend of solar energy prices this week. It pointed out that China ushered in the Spring Festival stocking demand, and the end market has recovered. The prices of upstream silicon materials, silicon wafers, and batteries have risen across the board. In particular, the price of batteries has risen by 8%. .
According to the research, the operating rate of Chinese silicon wafer manufacturers has remained high this week, and the demand for silicon materials has increased steadily. Overseas, India has decided to implement a new tariff system on April 1, and Japan’s FIP is regarding to expire, prompting the European market to actively stock up. The silicon market is in short supply.
Chinese monocrystalline silicon material and non-Chinese polycrystalline silicon rose 2.16% and 4.04% respectively this week.
Silicon wafers are also affected by upstream price increases. Costs have increased, and prices have risen accordingly. Coupled with the disturbance of the Qinghai earthquake, the output of some silicon wafer companies has slightly decreased, and the short-term supply has been slightly insufficient. This week, silicon wafers of all sizes are on the rise. , the increase was different, the price of M10 and G12 silicon wafers increased the most, up to 5.19%.
Due to the increase in the prices of upstream silicon materials and silicon wafers, and the recovery of demand in the Chinese terminal market, the battery prices have been supported. The operating rate of related companies in January was as high as 60-70%. This week, the prices of M6, M10, and M12 batteries in China were The increase was more than 1%, and the increase of overseas M6 was as high as 8.39%.
