As the EU may conduct a double-reverse investigation of PV companies, downstream power station manufacturers are showing a wait-and-see mood. Therefore, although the peak season of August-September is about to enter, the demand for PV products is not strong overall, and the price is further weak. Although the industry is pinning on the demand of emerging countries such as China and Japan, the current market demand is still very light, and the related PV manufacturers' demand for the third quarter has been revised down. At the same time, the current orders of related manufacturers in August are about 10% to 20%, while the European orders are about 5% to 10%. On the other hand, the industry is also worried about the market prospects in the second half of the year, at least in the short term, the market will not show signs of improvement. According to the Silicon Industry Branch, the price of the entire photovoltaic product still has a downward channel this week. The average price of polysilicon 156mm silicon wafer is 1.055 US dollars / piece, the week-on-month ratio is 0.47%; the average price of polycrystalline silicon battery is 0.445 US dollars / watt, a decrease of 1.11% on a week-on-week basis; the average price of photovoltaic modules is 0.743 US dollars / watt, week-on-week The decline was 1.07%. According to the Silicon Industry Branch, the volume of monocrystalline silicon wafers has been very low this week, and the price has fallen below the bottom line of manufacturers. Demand for polysilicon wafers is currently stable, but the book period is lengthened. Demand in the European end market has weakened, and the problem of excess silicon wafer capacity has become more prominent. At the same time, the price fluctuations of domestic battery prices have intensified this week, and the price change is still the main theme of the current battery market. However, as the companies are basically on the verge of a slight loss, the price decline is slowing down. In terms of components, projects in the western regions such as Xinjiang in China started construction on a large scale, and some small and medium-sized enterprises were driven by them, and orders increased. At the same time, there are low-price inquiries in European ports, and manufacturers are constantly lowering prices to meet market demand. Considering cost and profit margins, they are also reducing the quality of components. For the EU double-reaction case, the Silicon Industry Branch considered the possibility to be small, but the incident further hit market confidence. At present, the EU is currently the world's largest PV market. If the Shuangfa is established, it will bring devastating blows to domestic component companies. Although the German Environment Minister supports the double-reverse, the EU survey will be more different from the US. The impact of the relevant industry chain, so the impact of the establishment of dual-reaction on the export of photovoltaic equipment may affect the outcome of the entire ruling; on the other hand, the current EU and the United States are different from the recognition of China's market economy status, without the need to choose a third country as a reference The country has avoided the uncertainty of the United States. Therefore, the EU’s form is more favorable, and it is unlikely that the double-reverse will be established. In terms of silicon materials: the price of silicon materials in the domestic market is stable at a low level this week. In the short term, the impact of domestic polysilicon double opposition to the industry has not yet appeared, and prices are still low. According to the Silicon Industry Branch, the current mainstream price of silicon materials in the domestic market is 14-16 million/ton, and the international polysilicon import price is 21-25 US dollars/kg, and the actual transaction price may be lower. At present, the sluggish demand in the downstream market and the unrelenting supply at home and abroad are the main factors that cause the price of silicon materials to remain sluggish. However, in the short term, there will be no fundamental changes in the downstream market demand, and the supply of major domestic and foreign companies will continue. Therefore, it is expected that the market will remain low in the short term, but considering the cost factor, the market price drop is expected to remain above $20/kg.
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