PVinsights : More and more polysilicon buyers agree on price hike recently.

SAN FRANCISCO - Aug. 18, 2013 - PRLog -- Polysilicon price should perform over 3.5% increase next week. Recently, polysilicon supply chain faces a slight disruption on imported polysilicon, as some importers are unable to deliver good to clients timely due to China customs new policy. Chinese customs now require imported polysilicon to provide a certificate of its manufacturing origin. As such a regulation caused the abrupt shortage of imported polysilicon, the buyers are likely to accept the price increase next week. Additionally, Chinese 2nd grade polysilicon is expected to rise since wafer demand remains quite solid in China and major polysilicon buyers accept price increasing. Consequently, 2nd grade polysilicon price is expected to rise next week.

 

Some wafer suppliers still intend to raise the price next week to reflect the rising polysilicon cots. However, the multi/mono cell price downtrend in the near term will impede the possible wafer price hike. Furthermore, growing utility-scale projects in emerging market drive up the demand for low-cost wafer and squeezing the demand for high efficiency wafer. Due to rising weighting of low-ASP wafer, overall multi wafer price is expected to decrease 0-1% next week. As for mono wafer, the price is expected to drop by 0-1% as current buyers are more low-cost and low-efficiency orientation.

 

Multi cell price will likely slightly decrease 0-1% next week due to moderate change in non-China cell prices. Cell demand from China, Japan and US looks solid at the moment. Major Chinese cell makers intend to keep steady price strategy, waiting for the further details of Chinese new FIT program. On the other hand, some non-China cell makers still face headwinds in Europe regions, because European clients shift rising orders to Chinese cell makers, and bargaining for lower price with non-China cell makers after China EU settled EU antidumping dispute. As for mono segment, mono cell price is expected to fall 0-1% next week, since downstream demand is shifting to low-cost and low-efficiency cells at the moment.    

Multi module prices are likely to go up 0-1% next week, largely reflecting the guarantee price in Chinese modules to Europe. On the other hand, low-cost modules are gaining more weighting due to rising demand from utility-scale projects in China. As for US and Japan, the module demand remains buoyant at the moment, underpinning the overall price to current level. As for mono segment, mono module price is likely to edge down 0-1% due to growing preference for low-cost products after FIT incentive cut in Europe.