On March 29, the Silicon Branch of China Nonferrous Metals Industry Association released the latest silicon material price this week, with the largest drop of 4.58% and the lowest price of 200 yuan/kg . The transaction price
of monocrystal recharging was RMB 2040-210,000/ton, with an average price of RMB 208,800/ton, and the average price decreased by 4.31% . The transaction price
of monocrystalline dense materials was 2020-208,000 yuan/ton, with an average of 206,700 yuan/ton, and the average price decreased by 4.39% . The transaction price
of monocrystalline cauliflower material was 20000-206000 yuan/ton, with an average of 204000 yuan/ton, and the average price decreased by 4.58% .
Data source: Silicon Branch
As for the reasons why prices continued to fall this week, the Silicon Branch said that the main reason was that the market wait-and-see sentiment was strong and the trading volume was small. The Silicon Branch said that this week, "the number of enterprises with new orders was about 4" and "the trading volume was very small".
On the one hand, the downstream silicon wafer enterprises still have relatively sufficient stock of normal circulation of silicon materials. In the case of the downward trend of silicon materials in the short term, the willingness of silicon wafer enterprises to purchase regularly is slightly weakened, showing a wait-and-see state in the short term;
On the other hand, the pre-inventory of silicon material enterprises has been exhausted, and it is still in the stage of order execution, and there is no urgent pressure to ship. Therefore, only some enterprises signed a small number of new orders in April this week, and prices continued to fall slowly.
As for the market trend in the later period, the Silicon Branch said that in the short term, the start-up rate of silicon materials and silicon wafer enterprises in April-May is relatively normal, and the new release is less, the supply and demand are basically balanced, coupled with the relatively high price support of imported silicon materials from overseas, the possibility of domestic polysilicon prices falling sharply in the short term is small. Since March
this year, the price of silicon materials has continued to fall, and this week is the fifth time that the quotation has fallen .
In fact, since the end of last year, the price of silicon materials has entered a downward channel. Be aimed at these to drop a trend, each big silicon makings bibcock expresses this is the reasonable regression of silicon makings price.
Xinte Energy said that the polysilicon market price is expected to show a downward trend and return to a reasonable level in 2023.
At the Daquan Energy Performance Presentation held on March 28, Xu Xiang, the actual controller and vice chairman of the company, expressed the hope that the price of silicon materials would fall steadily, which would be beneficial to the healthy development of the whole industry. Xu Xiang said that it is difficult to predict the price range of silicon materials this year, especially in the fourth quarter.
Xu Xiang said that the logic of supply and demand determining price has not changed, so this year's price depends on the growth of demand for terminal photovoltaic installations and the release of capacity of existing manufacturers and new entrants, both of which are uncertain.
In addition, InfoLink has previously indicated that there is still a certain scale of spot inventory and sales pressure in the current supply chain of silicon materials, and that under the trend of gradual slowdown in the new digestion of silicon materials, the coordination relationship between the order size and the price level of silicon material sellers is gradually obvious, that is, if the order demand of the same scale is in the same order. Reserving the negotiation space for the corresponding price, the overall enthusiasm and rhythm of the link for the sale of silicon materials gradually return to rationality and normalization, but the short-term price will not fall sharply.
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