Solar PV to the home standard to enter the industry to grasp the 630 limit price increase
Solar energy is now involved in the trade war, which also marks the achievements of this industry. Solar energy has become a big business. In the past 10 years, solar energy costs have decreased and production has increased. The International Energy Agency estimates that by the middle of this century, the proportion of photovoltaic solar energy in global power generation will increase substantially by about 1%, up to 16%. But like other thriving industries, solar energy has made some investors profitable and has caused some people to lose money. At present, the household PV market is facing increasingly fierce competition. In recent years, with the shrinking scale of the ground photovoltaic power plant planning, mainstream crystalline silicon cells and component manufacturers are entering the household photovoltaic market. Today, China produces and installs the largest number of solar modules in the world, and it completely dominates the global manufacturing of solar modules. However, the users who install photovoltaic power generation systems in urban and rural areas in China are not too many, but its development is moving toward the standard of households. In the first half of 2016, PV people experienced a historic “630 rushing tideâ€; Now it’s time to reach the final limit. What is the situation? Is it worth rushing to install before the 630 limit? Why grab 630? Because the price difference between before and after is too big. In order to obtain a high price, two conditions must be met at the same time. Condition 1: Record on December 31, 2016 Condition 2: Connected to the grid before June 30, 2017 The above two conditions are to be met at the same time. If the record is filed after December 31, 2016, even if it is connected to the grid before 630, it will not be able to obtain high electricity prices! Table: Differences in electricity prices before and after 630 (unit: yuan / kWh) As can be seen from the above table, the electricity price after 630 is lowered by 0.13~0.15 yuan/kWh, down by 13.27%~18.75%. If the cost is the same, the revenue will definitely drop significantly. Near the 630 bottom line, all aspects of the solar energy industry chain are working hard to raise the quotation. However, due to the supply and demand bottlenecks and strategic objectives of each link, only the actual transaction price of silicon wafers and battery chips has increased; polysilicon and component manufacturers have maintained customer relationships. Maintain the original transaction price. In addition, this week, the RMB has a more obvious appreciation against the US dollar, and the average US dollar price has risen slightly due to the exchange rate difference. Polysilicon: Polysilicon prices have remained flat this week. However, in the case of direct downstream wafer price and order visibility, the industry will try to increase the quotation to test the next week's market. However, polysilicon manufacturers are not afraid of being too guilty of customers in the case of overcapacity and competitors' new production capacity. Whether the transaction price can be improved or not depends on whether the downstream order visibility can continue. As a result, the wafer factory may agree to a small increase in price in order to maintain the source. Wafer: Silicon wafers continue to last week's advantage, and due to the shortage of high-efficiency silicon wafers, the current order visibility has crossed the 630 grab line, extending from mid-June to the end of June and early July. This makes the manufacturers full of confidence, and the price trend is also strong and strong. The price of special high-efficiency polycrystalline silicon wafers in mainland China has come to RMB 4.75-4.8/pcs this week. Taiwan has been sold in June because of the lack of price. The price of monocrystalline silicon wafers remained unchanged this week. Cell: The variation of the battery is quite large this week. Due to the 630 bottom line, the battery manufacturers shouted more chaotic, the price was up to RMB 1.8/W; the actual transaction price was lower, but it also came to RMB 1.75-1.78/W. Since the components of the rush order are profitable, the price of the battery can still be accepted. However, the current tight price can only last until mid-June. Subsequent to the impact of the short-term advantage of upstream and downstream after 630, battery manufacturers may face greater pressure. Components: Due to the 630 bottom line and the continued high demand in the Indian market, the component factory is also in short supply and wants to increase the price. However, because the post-market is still unclear, the manufacturer hopes to have a multi-dimensional customer relationship at this time, so only a small number of orders are sold. has seen an increase. 3000 Puffs Vape,Breeze Vape Pod,Disposable Oil Vape Pen,Electronic Cigarette Aim Stick Guangzhou Yunge Tianhong Electronic Technology Co., Ltd , https://www.e-cigaretteyfactory.com
