光伏,大消息!市场监管总局最新发声!

Group 1 - The average transaction price of N-type polysilicon has increased to 53,900 yuan/ton, reflecting a week-on-week rise of 1.32%, while N-type granular silicon remains stable at 50,500 yuan/ton [1] - The increase in polysilicon prices is attributed to three main factors: production cuts by silicon material companies to match traditional seasonal demand, rising comprehensive costs due to reduced output, and a mutual understanding among upstream and downstream companies to stabilize price systems [1][2] - The current market sentiment is gradually improving, with expectations for a dual stabilization in both volume and price in the polysilicon market due to active supply tightening and smoother price transmission downstream [2] Group 2 - The average transaction prices for silicon wafers have shown significant increases, with 183N wafers priced at 1.25 yuan/piece, 210RN at 1.35 yuan/piece, and 210N at 1.55 yuan/piece, reflecting increases between 3.3% and 9.8% [2][3] - A recent price hike by major silicon wafer manufacturers has been confirmed, with increases of approximately 12% attributed to rising upstream polysilicon prices [2] - The battery segment has also seen price increases, with average prices for 183N, 210RN, and 210N battery cells rising to 0.34 yuan/W, marking a 13.3% increase [3] Group 3 - There is a significant divergence in pricing sentiment between the battery and module segments, with the latter not yet reflecting the rising costs from the battery side, leading to potential production cuts in January if price signals do not transmit effectively [4][5] - The latest round of module price adjustments ranges from 0.02 yuan/W to 0.04 yuan/W, with specific project prices for TOPCon modules falling between 0.64 yuan/W and 0.71 yuan/W [4] - The market regulator has initiated compliance guidance for the photovoltaic industry, addressing issues of price competition and emphasizing the need for lawful operations and quality standards to combat unhealthy competition [5][6]