Six consecutive falls! The maximum price difference of silicon materials is 27,000-28,000 yuan/ton.

2023-04-13 09:29:28

It is expected that the price difference of each grade of silicon materials will increase more obviously in the latter part of the second quarter.

On April 16, the Silicon Branch announced the latest price of polysilicon. Since March this year, the price of silicon materials has continued to fall. This week is the sixth time that the quotation has fallen

. The average price of single crystal materials is 197800 yuan/ton, and the average price has dropped by 5.27% . The average transaction price of

single crystal dense materials was 195 thousand and 300 yuan/ton, and the average price dropped by 5.52% . The average transaction price of

single crystal cauliflower was 192300 yuan/ton, and the average price dropped by 5.74% .

Data source: Silicon Branch

This week, the market price of silicon materials continued to decline. Silicon Branch said that the main reason was that the output of silicon wafers and silicon materials increased synchronously in the near future, the incremental supply and demand of silicon materials were basically balanced, and the inventory was relatively flat. There is no momentum to stop the fall.

The Silicon Branch said that this week, "the number of enterprises with new orders is more than 10" and "the transaction is relatively active".

Recently, the price difference of silicon materials has increased, and the maximum price difference has increased to 27,000-28,000 yuan/ton . On the market, the highest price of n-type re-feeding is 212,000 yuan/ton, and the lowest price of cauliflower is 180,000 yuan/ton, but the transaction price of mainstream orders for re-feeding basically falls within the range of 190-200,000 yuan/ton. The main reasons for the

recent increase in the price difference of silicon materials are: on the one hand, the downstream n-type market has expanded, including the transfer of some demand for n-type silicon materials back to China, which supports the increase in the price difference between n-type silicon materials and p-type silicon materials;

On the other hand, some new production capacity is still in the climbing period, and the product quality is relatively unstable, which leads to the increase of the supply of some relatively low-quality silicon materials in the market, and the transaction price forms a certain price difference with the mainstream market price.

Data source: Silicon Branch, New Energy Micro Report Tabulation

For the market trend in the later period, Silicon Branch said that the new production capacity of polysilicon will be gradually put into production in the next two months, and at the same time, the product quality released by the new production capacity will have a climbing period. It is expected that in the latter part of the second quarter, the price difference of silicon materials of different grades will increase more obviously according to different demands.

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It is expected that the price difference of each grade of silicon materials will increase more obviously in the latter part of the second quarter.

2023-04-13 09:29:28