On July 26, Longji updated the quotation of p-type monocrystalline silicon. Compared with June 30, the price of 182 silicon wafers increased by 0.24 yuan / piece, or 3.29%; The prices of 166 silicon wafers and 158.75mm silicon wafers increased by 0.25 yuan / piece, up 4.11% and 4.25% respectively.
It is worth noting that in this quotation, Longji reduced the thickness of 182mm silicon wafer to 155 microns. Obviously, the rising price of silicon material has brought certain pressure to them, and they took the lead in reducing the cost of 182 silicon wafers with a high application ratio. According to the understanding of soapy photovoltaic network, the batteries and modules have expressed “acceptable” to this thickness. Obviously, with the continuous improvement of the technological level of relevant enterprises, there is no technical difficulty in thinning large-scale silicon wafers and batteries.
Analysts said that the current price rise of silicon wafers will increase the cost of batteries by about 3-4 cents / W, which is close to the price increase of batteries released by Tongwei solar yesterday. It is expected that the price of distributed components will exceed 2.05 yuan / W in August, and the price of components of some projects may be close to 2.1 yuan / W, which will bring greater pressure to the development enterprises.
Post time: Aug-08-2022