欧盟已正式宣布将在9月3日取消对中国产品的最低价格协定(MIP)。 台湾市场分析机构EnergyTrend预计,随着MIP的结束,新的价格战即将爆发。特别是台湾制造商将不得不应对不断增加的价格压力。
据报道,中国目前的多晶硅市场十分平稳,价格几乎没有变化,每公斤介于83-92元(12.15-13.5美元)之间,预计9月份的国内产能与上月持平。
然而市场对多晶硅晶片的需求却下降了。分析师们认为,面对大量库存,尽管制造商们减少了产量,但价格仍在下降。以黑硅为基础的产品价格也跌至每片0.360美元,但单晶硅片的价格仍稳定在每片0.400-0.425美元间。
EnergyTrend观察到了太阳能电池价格的进一步下降,特别是在高效单晶电池领域。而在欧盟停止MIP后,新的价格战将不可避免。特别是国内和台湾的太阳能电池将直接竞争。但这种价格压力在多晶硅电池中并不明显。
目前,单晶硅电池的价格为0.124-0.140美元/瓦,而高效单晶硅的价格已降至0.161-0.165美元/瓦,平均为0.163美元/瓦。多晶硅光伏电池的价格则一直稳定在0.118-0.155美元/瓦,平均价格为0.121美元/瓦。
台湾的分析师们认为,总体而言利用率相对较高的组件市场较为稳定,特别是中国国内市场的组件价格相当稳定。目前多晶硅组件的平均价格为每瓦26.5美分。国外市场的单晶和高效组件的价格分别约为每瓦24.9美分和40美分,以及每瓦27.6美分和41.5美分。
本文作者:PETRA HANNEN
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