Four in a row! Silicon materials return to the "8" era

On August 2, the Silicon Branch released the latest price of silicon materials this week, in which:

the price range of N-type materials is 78-85,000 yuan/ton, the average transaction price is 80,400 yuan/ton, and the week-on-week increase is 2.03% ; The price range

of monocrystalline dense materials is 65,000-76,000 yuan/ton, and the average transaction price is 70,200 yuan/ton, with a weekly increase of 2.93% . The transaction price

of monocrystalline materials was 67-78000 yuan/ton, and the average transaction price was 71800 yuan/ton, with an average price increase of 2.28% annually . The transaction price

of monocrystalline cauliflower was 62-73000 yuan/ton, and the average transaction price was 66500 yuan/ton, with the average price rising by 3.91% annually .

The Silicon Branch said that the price rise was mainly due to the following reasons:

1. From the demand side , the trend of overseas component hoarding continued, supporting the operating rate of silicon wafers to maintain a high level, and the demand for silicon materials maintained a growth trend.

2. From the supply side , affected by factors such as power supply or technological transformation, the output of silicon material production enterprises has declined. In addition, the impact of market factors on new production capacity has led to delays in production. At the same time, the inventory of enterprises in production has been basically emptied, with less surplus, and the supply of silicon materials is far lower than expected. The demand increment is far greater than supply increment, which supports the price of silicon materials to continue to rise steadily in the near future.

3. From the cost side , as the price of silicon wafers is rising, the ability of silicon wafer enterprises to withstand the rising price of raw materials is enhanced, and the willingness to raise the price is enhanced.

Based on the above factors, the price of silicon materials can rise in a narrow range.