European PV market orders did not meet expectations for temperature recovery

According to EnergyTrend's data, affected by the still unstable economic conditions in Europe, the news pointed out that some European power plant investment cases were thus implicated, and the progress was not as expected. On the other hand, the original market was quite looking forward to the orders for the third quarter and it has changed since the end of the InterSolar show. At present, it seems that the status of the orders of Taiwanese manufacturers has not changed significantly. The relevant manufacturers also stated that the current production capacity is fully covered by customers. Booking, but whether the third quarter can be shipped smoothly still depends on the current market conditions, but some of the land plant said the order status is not as expected, Q3 outlook still needs careful observation. On the other hand, the price of downstream modules still maintained a narrow oscillation. Therefore, although the wafer and battery prices have maintained the upward trend, the increase has slowed down, showing a pattern of gradual increase. Whether or not this wave of increase will end in the short-term will be observed. Focus.

On the other hand, in the end of the InterSolar exhibition, the future development of the Asian market has also become the main focus of the exhibition. Due to policy support, the future development of the Chinese and Japanese markets has been shaped, and the Southeast Asian and Indian markets are worth looking forward to. Therefore, relevant upstream and downstream players are looking for opportunities for cooperation in this exhibition. Mainland companies are the most active; but on the other hand, The cold and hot conditions in the industry continue to persist. Upstream manufacturers are still facing severe competitive pressures. The industry has said that only those companies that survived this competition can enjoy the sweet fruits of the market's re-emergence.

Looking at this week's price trend, although European orders have recovered, the extent is worse than expected. It should be due to the fact that the capital market is still watching the future trend of the European market, causing delays in related power plant investment projects and slowing down some of the demand. In the short term, the prices of wafers and batteries should still maintain a moderate rebound, but the improvement in performance will be a key factor in determining the price increase. In the medium to long term, the industry chain is still in a situation of oversupply, and the subsidy amount continues to shrink. Manufacturers are still facing downward pressure on prices. In terms of spot prices this week, most polysilicon prices still hovered between $20/kg and $22/kg this week, but the average price continued to decline to $21.415/kg, down 0.61% from last week. In terms of silicon wafers, the demand for polysilicon wafers has continued to rise slowly due to the demand and the impact of double reversal. This week, the average price of polysilicon wafers was $1.071/piece, an increase of 0.47%. Silicon wafers are mainly concentrated in the European market. Affected by the exchange rate of the Euro, the average price has fallen. This week's price has come to $1.51/piece. 26%. In terms of battery, it still benefited from the dual impact of busy season and urgent orders, the steady increase in Taiwan factory prices, and the stabilization of mainland prices, this week the average price continued to rise to $0.466/Watt, an increase of 0.87%; and in the module also appeared Slightly higher, this week's price came to $0.747/Watt, an increase of 0.13%, so module prices can still be regarded as hovering in the low range, there is no obvious rebound in the short term opportunities.