Overall, polysilicon price volatility has narrowed in the near future. Affected by the cooling and snowfall weather, the delivery of enterprises has been affected.
I. Price Trend
of Silicon Materials Last week, the average transaction price of N-type silicon materials was RMB67,800/ton, down by 0.29% on a month-on-month basis; the average transaction price of monocrystalline dense materials was RMB60,500/ton, flat on a month-on-month basis, down by 75% on a year-on-year basis.
Figure: Price Trend
of Single Crystal Compact Material Data Source: Digital New Energy DataBM. Com
II. Demand Situation
Last week, the temperature drop and snowfall affected the shipments of some enterprises in Xinjiang and Inner Mongolia to a certain extent. Market turnover has also decreased, but downstream demand for N-type silicon materials remains strong. Polysilicon inventory remained relatively stable, and the start-up of enterprises remained at a high level.
3. Price outlook
The price of P-type silicon wafers continues to fall, and the price of P-type silicon materials is still expected to fall further. The elimination of traditional P-type silicon wafers will be accelerated, and enterprises will choose to reduce prices to inventory. The market demand for N-type silicon materials is expected to remain relatively strong next year, and the short-term price is still strong. However, with the increase in the shutdown of battery companies, the demand for silicon wafers has further declined, and the future price of N-type silicon materials is mainly cautious and stable.
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