Supply chain raw materials rise, solar module prices significantly increased

Supply chain raw materials rise, solar module prices significantly increased

In the last week of September, production restrictions and sales restrictions on industrial silicon sent prices soaring to 50-60 yuan per kilogram. There were few transactions between front-line buyers and sellers before Chinese National Day holiday in October, with sporadic orders falling between 240 and 260 yuan per kilogram.  However, after the National Day holiday, the mainstream transaction price of silicon material directly stood at 260-265 yuan per kg, compared with the level of 210-215 yuan in September, up more than 20%.  

Although the recent rise of industrial silicon has appeared a bottleneck, but the direct impact of energy consumption double control policy on the output of polysilicon manufacturers is expanding, in the short term silicon may still be due to lack of material sentiment, and the advent of photovoltaic demand peak season at the end of the year and in the price trend, the offer is also moving toward more than 270 yuan per kilogram.  But now the market is also beginning to discuss industrial silicon is near the price peak, coupled with many downstream power station projects have begun to delay due to component price increases, so it is expected that the follow-up price increase of polysilicon will begin to moderate.