Seven consecutive falls! N-type decline slowed down, and this category of silicon materials fell the most!

On December 13, the Silicon Branch released the latest price of silicon materials this week. The price of silicon materials continued to decline, but the overall price was stable. Judging from the price of silicon materials this week, the decline of single crystal re-feeding is relatively large, reaching 0.64%. The transaction range of N-type silicon materials is RMB 65,000-70,000/ton, and the average transaction price is RMB 68,000/ton, with a month-on-month decrease of 0.15%; the transaction range of monocrystalline dense materials is RMB 58,000-62,000/ton, and the average transaction price is RMB 60,200/ton, with a month-on-month decrease of 0.33%. Prices of silicon materials were stable

this week, with the price of N-type silicon materials falling by less than 0.2% for two consecutive weeks, which is expected to remain stable in the short term, while the price of P-type silicon materials still shows signs of continuing to fall. This week, most enterprises have signed orders for December. Among them, there are 6 enterprises in N-type and 7 enterprises in P-type. The overall order scale is small, and only a few enterprises have large-scale orders. Specifically, the transaction of N-type silicon materials is better than that of P-type silicon materials , and two large factories have signed large-scale N-type orders in the past week, and some enterprises have sold urgent orders of N-type silicon materials at higher prices. At present, the demand for N-type silicon materials has recovered in the short term, and some manufacturers'N-type orders have been signed in January, which is due to the strong demand for N-type products at the terminal, and polysilicon enterprises have the power to increase the proportion of N-type silicon materials in production. The proportion of N-type production in some large factories has increased to 60% or even higher. In contrast, the overall transaction of P-type silicon materials is relatively flat, and due to the gradual weakening of the proportion of P-type silicon materials in the terminal products, the downstream procurement of P-type silicon materials is subject to more stringent cost constraints, and more inclined to use low-cost cauliflower and coral materials for crystal pulling.

As of this week, there are 17 domestic polysilicon production enterprises, one of which is under normal maintenance and is expected to recover in the short term, which has a weak impact on production. At the end of this month, it is expected that the second phase of an enterprise will be put into operation, bringing a certain increase in production. To sum up, it is expected that the price of N-type polysilicon will be stable in December, and the price of P-type polysilicon will decline slightly. Polysilicon production maintained a slight increase, reaching about 162,000 tons.