太阳能多晶硅价格再次上涨

太阳能多晶硅价格连续第五周上涨，而光伏晶圆价格保持持平。

PVInfoLink和EnergyTrend发布的数据显示，多晶硅价格自年初以来一直上涨，上周达到了约人民币262元/公斤（包括中国20%的销售税，相当于人民币216.6元/公斤，或32.55美元/公斤，不含此）的年内最高水平。

上周多晶硅价格的上涨不仅是年初以来最大的单周涨幅，也使多晶硅平均价格接近去年创纪录的269元/公斤。

That polysilicon prices have remained stubbornly high and rising has defied market forecasts issued earlier this year. By Q2 2022, PVInfoLink and BloombergNEF had forecasted for polysilicon prices to have fallen to RMB180 – 200/kg as the supply/demand relationship eased.

Today’s prices, entering the final month of Q2, are more than 30% ahead of those estimations.

There has also been some industry concern that last week’s earthquake in Sichuan, home to a number of PV manufacturing facilities, could result in reduced output, however no confirmation of those fears has been reported to date.

While polysilicon prices have increased, so far this has yet to spread up the solar supply chain to wafers. Prices for 166mm, 182mm and 210mm wafers remained flat for a fourth consecutive week last week while LONGi’s most recent wafer price update, issued on 27 May, confirmed no price increase to its previous price update on 27 April.

Solar cell producer Tongwei however confirmed marginal increases for its 166mm and 182mm solar cells, rising from RMB1.13/W and RMB1.17/W to RMB1.16/W and RMB1.19/W respectively. Prices for 210mm cells remained flat at RMB1.17/W.