硅片价格触底反弹，高纯石英砂紧缺将为硅片带来高溢价，未来硅片或将一波接一波的提价！
(The price of silicon chips bottomed out, and the shortage of high-purity quartz sand will bring a high premium to silicon chips, and the price of silicon chips will rise wave after wave in the future)
https://mp.weixin.qq.com/s?__biz=MzAwNTM2NzYxNA==&mid=2668648097&idx=1&sn=38e38a753e162180a7d3f33a3d392b3b&chksm=81f944f0b68ecde66523454c77d2a459d956b5c0e60f0bb2168855dedab2ce0bc35375754f75&mpshare=1&scene=1&srcid=0703Y7bK76ORgU1CwKyWzS7y&sharer_sharetime=1688385763303&sharer_shareid=6c2821fd60239635dd3f444fa757e7a1&version=4.1.6.70203&platform=mac#rd
Buy now not wait – every company needs to decide where to put “,” in that sentence.
Despite the fact that #solarmodule price has gone down sharply recently due to dramatic drop in #polysilicon prices, it is too early to be thrilled and to budget below 0.18-0.19 EUR/W in your projects for the next 2 quarters.
(based on numbers heard during Intersolar)
The #wafer price is already reported to have gone up ⬆ 3 days ago which will be reflected on the module price shortly.
With too low price that was just quoted to you, you might as well receive a notice of price increase before the order departures from the factory.
This also shows that there is no reliable mechanism to predict the prices at all. We are entering Q3 and the prices have fluctuated between 0.16 to 0.27 EUR/W since the beginning of the year. There a lot of variables in the industry that affect the prices, and we are still learning about.
This also confirms my personal prediction that the module price will not go down longterm as it was announced at Intersolar and by multiple manufacturers. The manufacturers know that the buyers are ready to pay high price and they don’t want to give away their product with too low price.
#solarenergy #solarpower #solarpanels #solar #energysecurity