The hottest July market is supported by China US d

In July, the market is supported by the demand of China and the United States, and the short-term photovoltaic price will be flat.

due to the rush to install 630 in Chinese Mainland, some projects are postponed for one month with the permission of the local government or the calculation of the owner, so that the local demand in China can continue and the downstream demand is also supported. In addition, the demand of the U.S. market caused by Article 201 continues to fever, keeping the prices of the solar energy industry chain in Taiwan and third places, which indirectly or directly benefit, at a high level

energytrend expects that if the price of solar energy supply chain soars, it will reduce the demand of American owners and suppress the price rise of products in third places. However, unless U.S. owners can give up power station construction and sharply reduce demand, prices will still hover at a high level as the high-risk ITC judgment approaches

in terms of prices this week, except for the rise in polysilicon chips, other links were roughly flat. However, now that it is known from the data mechanics that the 630 market in China is over and the demand is slowing down, the seemingly calm market is full of turbulent psychology of both upstream and downstream sides, and the selection game is carried out according to the nature of the goods that our company needs to experiment

especially the uneven distribution

with the clear advantage of the rise of downstream silicon chips, the quotation of polysilicon increased slightly this week. However, because the overall downstream market is expected to be weak, and the supply of polysilicon is not tight, it is expected that the transaction price will not rise easily, and it will follow the price of the industrial chain down in the future

polysilicon chips have been in short supply for two consecutive months, and this week has become the only link with firm rise. Poly GCL, a leading manufacturer accounting for 20% of the global supply of polysilicon chips, raised the price of polysilicon chips this week, and other major suppliers followed suit. The driving force for the rise of polysilicon chips came from the 630 deferred project and the high visibility of demand for silicon chips in the third place due to full production. It is expected that after the 630 deferred demand eased in late July, polysilicon chips will begin to enter a downward trend to reduce the high costs downstream. In terms of single crystal, the demand for 630 deferred projects is small, and the leader project in the third quarter has not yet been launched, resulting in a decline in demand. Under the strategy of expanding market share, the leading single crystal manufacturers in the upstream will probably take the initiative to reduce prices to open up the downstream market

battery chips have shown different trends according to the place of origin this week. Because the production capacity in Chinese Mainland is still supported by local demand, it seems to respond negatively to the price reduction requirements from downstream component manufacturers. It is expected that the price will remain stable for at most another week, which will be under the pressure of demand. On the other hand, the capacity of the third place and Taiwan is superimposed by the rise of silicon wafer and the high-end demand. Although the new TDI plant under Ludwig BASF has been facing difficulties in commercial operation and the price continues to rise, the increase has slowed down because American customers still have certain price requirements for downstream component plants

the component price is also stable with the support of 630 demand delay. However, as the market has the same consensus on the weakening demand in late July, it is expected that it will still be a weak and slow decline situation in the first ten days