The Taiwan research agency EnergyTrend, based in Taiwan, says that market optimism in China has increased prices for solar module, while the production of modules, cells and waffles has increased the month after month.
Patrick Jowett
Heterojunction Solar cell
Image: Radiotrefil, Wikimedia Commons, CC BY-SA 4.0
Taiwanese research institute EnergyTrend has reported that the prices of solar module in China have a ‘consistent upward trend’.
The latest report said that tunnel oxide -passivated contact (topcon) module prices “sharply recover” and a lot were quoted between CNY 0.70 ($ 0.097)/W and CNY 0.75/W, strengthening “Bullish” market sentiment.
“Initially, manufacturers tested the waters with small price increases from CNY 0.01 to 0.02/W,” said EnergyTrend. “But market optimism has since led to greater price increases.”
The mainstream concluded price for 182 mm Bifacial Topcon modules was reported at CNY 0.72/W, increasing to CNY 0.86/W for 210 mm bifacial hetero junction (HJT) modules.
EnergyTrend said that the price of 182 mm face mono perc modules at CNY 0.69/W, 210 mm face mono perc modules at CNY 0.70/W, 182 mm bifacial glass liabilities and rear cell (perc) modules at CY 0.70/W and 210 mm1 Bifaciabial
On the supply side, the production of solar module reached between 55 GW and 56 GW in March, for an increase from one month to month between 30% and 31%. EnergyTrend said that the top 10 module manufacturers have contributed to about two -thirds of this growth.
The production of solar cells in China rose by 22% monthly in March and reached between 54 GW and 55 GW, EnergyTrend said. The prices for all N-type cell specifications rose this week, so that the first demand-driven increase was marked instead of a response to delivery restrictions.
The wafer production grew slightly between 50 GW and 51 GW in March. Prices for 210 rectangular (RN) waffles continued to rise and CNY reached 1.35 each, according to energy trend. Analysts said that the strong installation -demanding the capbes holds supports.
Manufacturers of Polysilicon have signed new orders, with more producers who increase price quotes as the power -reducing demand improves, EnergyTrend said.
The mainstream occupied price for monocrystalline charging polys silicon reached CNY 41/kg, compared to CNY 40/kg for monocrystalline closed polysilicon and CNY 38/kg for n-type polysilicon.
“With the seasonal peak for PV installations approaching and registrations of Futures Warehouse that distract the offer, the inventory of Polysilicon is expected to fall rapidly to a healthy level. This can stimulate further price increases in Q2,” said EnergyTrend. “At the same time, the polysilicium manufacturers will probably maintain a disciplined production strategy, with the aim of restoring prices and profit margins in the second half of 2025. During this recovery phase, the stability of alliances of the industry will be crucial.”
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