Solar energy reserve replenishment after brew

Due to the unexpected increase in the installed capacity of solar installations in the largest solar installation market in Germany in the fourth quarter of last year, the inventory of solar energy terminals has been significantly revised, and even the inventory levels of some system manufacturers have dropped to the recent lows. The market estimates this year. The demand for the first quarter may extend the strength of the fourth quarter of 2011, so the European system manufacturers have started to issue a single release. According to the market regulation agency EnergyTrend, the current European system factory has begun to place orders, but the main purpose is still to cover part of the inventory. In the main, manufacturers hope that the back-up orders for inventory can push up the price of solar energy after the year.

As the relevant manufacturers have received orders from European manufacturers and the orders for the previous North American markets continue to ship, the demand for polycrystalline silicon wafers and silicon wafers has also increased. EnergyTrend said that due to the apparent warming of the market conditions in the middle and early January of 2012, some manufacturers expect to increase the selling price of the products after the Chinese New Year.

It is estimated that for polycrystalline silicon, the current contract price is between 28-30 US dollars/kg, and the price will not be less than 30 US dollars after the year; while in the wafer phase, the price in the middle and early January will be 1.18-1.2/ US dollar. Each piece is expected to increase slightly to 1.2-1.25/piece after the year, with an increase of about 2-5%.

In the high-efficiency single-crystal silicon wafers, due to the continuous entry of orders for solar roof-type cases, the demand for high-efficiency products has been boosted, so that the price of high-efficiency products can be maintained at about US$1.2/piece; On the other hand, mainland manufacturers have previously shut down their production capacity, which has reduced their supply. As a result, the situation of supply and demand has become tight and the price of normal items has also increased slightly.

On the other hand, although shipments from Taiwan's battery factories have risen, they have not risen in terms of prices. According to EnergyTrend, the orders from the battery factory are mainly from the urgent orders of China's module factories. Although the number of relevant orders is huge, in order to tie in with the module production process of the latter stage, Chinese manufacturers need to use their own patterns in production; In addition, due to the fact that most of the orders are based on normal products with conversion efficiency of 16.4-16.8%, and the price is still low, related orders do not contribute significantly to the profit of battery manufacturers. The purpose of orders is mainly It is to increase the production line production rate.