On December 27, the Silicon Branch announced the transaction price of silicon materials this week.
This week, the trading range of n-type silicon materials is RMB 67,000-70,000/ton, and the average trading price is RMB 67,800/ton, which is flat on a month-on-month basis;
the trading range of monocrystalline dense materials is RMB 56,000-60,000/ton, and the average trading price is RMB 58,300/ton, which is 2.02% lower on a month-on-month basis.
This week, the price of n-type is strong, the price of p-type continues to decline , and the internal price differentiation of p-type silicon materials is gradually emerging.
This week, most enterprises have begun to negotiate a new batch of orders, and some enterprises have concluded transactions, including 6 enterprises of n-type silicon materials and 4 enterprises of p-type silicon materials, and the number of orders signed for p-type materials is relatively small. At present, the progress of signing bills is basically only up to the beginning of January, and it is expected that there will still be a certain scale of new transactions in the next week.
This week, the price of n-type silicon materials remained stable, with the price of new orders concentrated around 68000 yuan/ton, and the transaction price of n-type silicon materials of some enterprises increased slightly.
Despite the recent sharp reduction in the price of silicon wafers by a large silicon wafer manufacturer, the start-up of n-type silicon wafers is relatively stable, silicon material enterprises maintain normal delivery, and even the phenomenon of individual "reminder" of n-type silicon materials has appeared. Driven by market demand, silicon material enterprises have recently generally readjusted the proportion of n-type silicon material production, and the proportion of n-type silicon material in first-line large factories has exceeded 50%, and there is still a trend of continuous increase in the proportion. At present, the production capacity of n-type silicon materials has not yet fully covered the downstream demand, and is in a state of shortage. It is speculated that the price of n-type silicon materials will remain strong, and there may be a small price rebound.
This week, the price of p-type silicon materials continued to decline , and there was a large internal differentiation. As the enterprises with p-type silicon materials traded this week are all first-line large factories, and the trading volume is relatively small, the average price of re-feeding is still above 60000/ton. It is understood that the negotiation price of some second-line and new enterprises is about 57-59000 yuan/ton , and the downstream is more cautious in signing bills for this part of p-type silicon materials.
At present, the p-type market demand is weak, and some enterprises gradually adopt the strategy of packaging and selling n-type silicon materials to provide downstream mixed materials to meet the production requirements of n-type silicon materials. Therefore, it is speculated that the price of p-type silicon materials has a trend of internal differentiation, that is, the price of p-type silicon materials available for downstream production of n-type products by leading enterprises is differentiated from that of p-type silicon materials by other enterprises.
As of this week, a total of 17 domestic polysilicon production enterprises, this week there is no new shutdown maintenance situation, enterprises maintain normal production, new production capacity continues to release incremental. It is estimated that the annual output in 2023 will exceed 1.45 million tons, an increase of about 80% over the same period last year, and the market share of the top six enterprises will be as high as 88%.
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