2013 Taiwan solar market is more difficult

According to a survey conducted by EnergyTrend, a research division of TrendForce, a global market research organization, the first phase of the solar photovoltaic bidding operation in Taiwan in 2013 was completed on February 6th. According to the data, the eligible bids for this period of bidding reached 52.4 MW. Therefore, the cap for the target bid capacity in the current period is 30MW, and the conference that ended with 显示 showed that the bid target capacity for the current period was 29.6MW, which is very close to the cap of the capacity. This shows that the market competition is fierce this year.

Relevant companies participating in the bidding pointed out that since the first period, due to the government's relatively short time for the validation and operation of the new year's rates, the first phase of the participating companies was less enthusiastic, and most of them were observation rates and average discount rates. The trend will then determine the formulation of the second phase of the bidding strategy. However, due to the multiple impacts of reduced bidding capacity in 2013, a significant reduction in the average discount rate, and increased input manufacturers, the companies participating in the current bid are in a good position to win the bid. According to EnergyTrend's observations, related companies are very aggressive about discounting rates in order to ensure successful bids. According to statistics, the minimum discount rate for competitive bidding cases in this period is about 3.8%. From the perspective of the winning cases, there are not a few cases with discount rates above 7%. We speculate that the average discount rate for this period will be around 5%. On the Other hand, according to the status of the first bid, and potential bids for preparation for participation in the second phase, related companies pointed out that this year's competitive bidding capacity of 90MW is very likely to be fully opened in the first half of the year. In the second half of the year, only the bid-free market can be inked. Considering the relevant feedback conditions and the ROI of the case, the willingness of the industry to participate is not strong. According to understanding, in order to cope with this situation, the Energy Administration plans to increase the subsidy capacity. However, the relevant implementation rules have not yet been seen. EnergyTrend estimates that it will not announce any new capacity for bidders until the third quarter.

In terms of the spot market, due to the arrival of annual leave, and the fact that China’s double-dip policy will be announced in the coming years, the willingness of the mainland industry’s procurement system to feed material is weakening. Although some traders continue to increase their quotation, compared with last week’s The price in the inland market remained at between $130RMB and $135RMB. In the wafer sector, the first-tier manufacturers gradually increased their quotation, the second and third-tier plants began to follow suit, and the average market price of polysilicon wafers rose to $5.9RMB. About the size of a single piece of silicon wafer, the average price of monocrystalline silicon wafers is around $8.0MB/piece. In addition, the battery price continues to be slightly adjusted. The current price falls between $2.5RMB and $3.2RMB. In terms of the US dollar offer, the current spot price of polysilicon first-tier makers is between $16.5USD/kg and $18USD/kg, but there is a phenomenon of reluctance to sell them. The spot price of second-line plants is rather chaotic, and the current average price comes to $16.923USD/kg. The increase was up by 0.01%. In terms of silicon wafers, the current lowest price of polycrystalline silicon wafers remained at $0.78USD/piece, and the average price was increased to $0.853USD/piece, or 0.12%; monocrystalline silicon wafers are currently being cut by diamonds. The price of traditional steel wire cutting products showed a slight gap, but both prices rose, so the average price rose to $1.178 USD/piece, an increase of 0.17%. In addition, regarding the battery quotation, relevant companies gradually raised their quotation and obtained good results. As a result, the average price rose to $0.359 USD/Watt, an increase of 0.56%, and the component also maintained a small increase. The current average price came to $0.657 USD. /Watt, an increase of 0.61%.