Solar roof will be the focus of Europe's future subsidies

According to EnergyTrend's survey, the spot price of polysilicon has slightly declined. Although the Chinese market's trading fever remains high, other regions have started to cool down. In addition to meeting the needs of customers for short orders and urgent orders, the downstream manufacturers currently focus on inventory control. Due to the ever-changing market, epitaxial wafers and battery factories currently strictly control the production and sales. EnergyTrend pointed out that the current major manufacturers' turnover days are about one to three weeks, which is also to reduce the impact of the sudden reversal of the economy.


This week's survey found that the polysilicon price range remained unchanged, and the main transaction price still fell between $51/kg and $54/kg, but the transaction price in mainland China was slightly higher, at around $55/kg to $58/. Between kg, the average transaction price came to $54.13/kg, a slight drop of 0.77%. In terms of silicon epitaxial wafer prices, the average spot price of monocrystalline silicon epitaxial wafers remained stable, with the main price ranging from $2.6/piece to $2.65/piece, while the current price of polysilicon wafers still fell to $1.95/piece~. Between $2.1/piece, but the price of first-tier manufacturers has already stood on $2.0/piece. From the average price point of view, this week, single, polysilicon epitaxial wafer prices are flat, single crystal silicon epitaxial wafer is $2.632/piece, and polysilicon wafer is $2.051/piece.

In terms of batteries and modules, the demand for high-efficiency solar cell products remains hot, but the battery price drops according to the conversion efficiency, which can reach a value of $0.3/Watt. This week's survey found that the current average price of the battery slightly fell to $0.796/Watt, a decrease of 0.13%. In the module market, the average transaction price still declined slightly, this week's price came to $1.257/Watt, a decrease of 0.63%.

Observing the recent changes in the market, due to the successive release of the European market's subsidy policy, the demand in the European market continues to increase. The German market is doubled by the same amount of subsidies and reduced costs. The installation volume in the second half will increase. EnergyTrend estimates that the installation volume in Germany in the second half of the year will be upgraded to 3.5GW to 4GW, and the installed capacity in the whole year is expected to reach 5GW. 6GW; while in Italy, although the new subsidy policy limits the installation of large-scale systems (>1MW), in terms of installation volume in 2010, the Italian market is dominated by small and medium-sized systems, so EnergyTrend believes that in Italy After the formal adoption of the subsidy policy, market demand will resume, and Italy’s demand is expected to reach 1GW in the second half of the year. Observing changes in current European policies, solar roofs will be the focus of future subsidies, and large-scale systems will gradually fade out. In order to obtain more power output in a limited area, the demand for high-efficiency products will gradually increase, and as a result, the prices of single-crystal products will continue to be maintained at high-end prices in the near future. Looking to the future, EnergyTrend believes that the demand for solar roofs will continue, and the ability to launch highly efficient and cost-effective products will be the key to the company’s future success.