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光伏周价格 | 电池硅片实现三连涨,组件挺涨势能趋缓
TrendForce集邦·2025-03-27 05:49

Core Viewpoint - The article provides a comprehensive overview of the current pricing trends in the photovoltaic industry, highlighting stability in silicon material prices, increasing demand for silicon wafers and battery cells, and a rising trend in module prices due to strong market demand and supply dynamics [3][4][5][6]. Silicon Material Segment - The mainstream transaction prices for N-type recycled silicon are 41 RMB/KG, N-type dense silicon at 40 RMB/KG, and N-type granular silicon at 38 RMB/KG, indicating stable pricing [7][10]. - Downstream demand remains strong, with manufacturers adopting a strategy of consuming low-cost materials and purchasing as needed to avoid losses [8][10]. Silicon Wafer Segment - Mainstream transaction prices for P-type M10 wafers are 1.10 RMB/piece, P-type G12 wafers at 1.65 RMB/piece, N-type M10 wafers at 1.21 RMB/piece, and N-type G12 wafers at 1.55 RMB/piece [12]. - The strong demand for silicon wafers is driven by robust procurement activities from battery manufacturers and traders, leading to a decline in inventory levels [13][14]. Battery Cell Segment - Mainstream transaction prices for M10 battery cells are 0.330 RMB/W, with N-type cells showing an upward trend, particularly the 210RN cells reaching 0.34 RMB/W [16][18]. - The ongoing demand surge is stimulating procurement activities, with manufacturers experiencing both volume and price increases [17][18]. Module Segment - Mainstream transaction prices for 182mm single-sided PERC modules are 0.69 RMB/W, while 210mm single-sided PERC modules are priced at 0.70 RMB/W [19]. - The module production is expected to increase in April, driven by strong order visibility and ongoing demand from distributed projects [20][21]. Photovoltaic Glass Segment - Mainstream transaction prices for 2.0mm coated photovoltaic glass are 13.5 RMB/m², 3.2mm coated glass at 22.5 RMB/m², and 2.0mm back glass at 12.5 RMB/m² [23]. - The demand for photovoltaic glass is recovering due to strong downstream module demand, although there are concerns about potential supply-demand imbalances if production capacity is activated too quickly [24].