태양광 Weekly Summary(8/17기준): 폴리 및 모듈가격 소폭 하락

1. 폴리실리콘 Spot 가격 : 전주대비 $0.05/kg(-0.1%) 하락, 현재 $52.35/kg

2. 웨이퍼가격 : 125mm 단결정 전주와 동일, 현재 $1.48

3. 모듈가격 : 전주대비 2센트 하락(-1.66%), 현재 $1.185/Watt

 

폴리실리콘과 모듈가격이 소폭 하락하였습니다. PVinsights에 따르면 3분기초(7월) 웨이퍼 공급업체의 경우 원가문제로 인해 가격인상을 시도하였지만 가격상승이 제한적이었다고 전합니다. 수요가 나쁜 것은 아니지만 아직까지 가격상승을 본격적으로 이끌수 있는 수급상황은 아니라는 의견입니다. 다음은 원문입니다.

 

All sectors of solar components prices fell slightly, excluding flat mono wafers

Poly, multi wafers, mono/multi cells and solar modules all decreased slightly this week. According to PVinsights supply chain check, vendors felt less confident as they did in the early third quarter. Wafer vendors first tried to raise prices according to their costs in the early July; however, price rebound stopped in the middle of July to reflect the flat market demand. Module and cell manufacturers started to cut price in this week; some of them prepared in advance to prevent excess inventory in the end of the third quarter. Standard products of all segments faced price pressure; buyers enjoyed more benefits including price cut, higher speci., and better payment terms. Demand for high efficiency products can not push mono wafers upward or average prices of multi cell stable. Moreover, buyers with orders seemed picky again to review price quotes recently.

☆태양광 Total Price_현대 백영찬.xls