This week, the domestic downstream market in China showed signs of weakening. Despite this, major first-tier assembly plants still had around 630 unfinished orders from end users. Additionally, overseas demand remained robust, keeping the overall capacity utilization rate stable. However, with pricing starting to ease, it could potentially undermine the price support for upstream segments. Outside of China, overseas demand remains strong, and prices continue to climb.
In terms of polysilicon, demand persists due to ongoing needs for silicon wafers. Supply has been constrained as major polysilicon producers have initiated their annual maintenance schedules, leading to a price increase. Currently, the price on the Chinese mainland market stands at RMB121-126/kg, and it's anticipated to continue rising next week, possibly reaching up to RMB128-130/kg.
For wafers, the polycrystalline silicon film prices remained stable this week despite the uncertainty surrounding downstream demand in August. Meanwhile, non-mainstream polysilicon chip markets continued to experience shortages, pushing orders into late August. Prices for high-efficiency polysilicon films climbed further, reaching US$0.66-0.7/pc. Monocrystalline wafer prices stayed steady at US$0.787-0.83/pc. With increasing monocrystalline silicon wafer production capacity and decreasing domestic demand, the supply situation for Taiwan's monocrystalline wafers has tightened. Looking ahead, there is potential for further price increases in the next two weeks if upstream polysilicon prices gain momentum and are supported by overseas demand.
In the cell segment, there was little change this week. Downstream manufacturers still had sufficient overseas orders, keeping prices stable. Prices for non-ground-based battery films rose slightly but remained acceptable to most downstream customers. In August, battery manufacturers may face tough negotiations due to rising polysilicon costs upstream and capped downstream component prices.
Component prices continued to rise, with significant overseas orders for top-tier manufacturers. While there was a slight dip in prices, capacity utilization rates remained favorable. Conversely, smaller manufacturers focusing on the domestic market saw sharper price drops, impacted by varying market demands.
Overall, the solar industry continues to navigate fluctuating market dynamics, with both challenges and opportunities presenting themselves across different segments.
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