Institution: March photovoltaic module production scheduling increases, silicon material prices decline

On March 16, Aijian Securities released a research report on the power equipment industry, pointing out that the production scheduling of photovoltaic modules increased in March, while silicon material prices declined. The production scheduling of photovoltaic modules is expected to reach 44-45GW, with 32-33GW domestically and 11-12GW overseas. The production volume of battery cells is 219GWh, with a global total of 232GWh, both showing significant growth. Silicon material prices slightly decreased, with dense polysilicon at 46.50 yuan/kg and monocrystalline silicon wafers at 105 yuan/piece. The bidding prices for energy storage systems have risen, with the average winning bid price for lithium iron phosphate battery systems at 0.6643 yuan/Wh