Silicon materials fell 10 times in a row! Lowest price 130,000/ton

polysilicon has fallen 10 times this week! The lowest price has dropped to 130000/ton.

On May 17, the Silicon Branch of China Nonferrous Metals Industry Association released the latest price of silicon materials this week, and the price of all kinds of silicon materials continued to drop by nearly 10%. Among them,

the price range of domestic N-type materials was 145-152000 yuan/ton, and the average transaction price was 149700 yuan/ton. The week-on-week decrease was 9.66%;

the price range of monocrystalline recharging was 135,000-150,000 yuan/ton, the average transaction price was 145,000 yuan/ton, and the week-on-week decrease was 9.54%. The price range

of monocrystalline dense materials is 133-145000 yuan/ton, and the average transaction price is 142700 yuan/ton, with a week-on-week decrease of 9.63%. The price range

of monocrystalline dense materials is 130-142000 yuan/ton, and the average transaction price is 140200 yuan/ton, with a week-on-week decrease of 9.55%.

With regard to the reason why the price of silicon materials continued to decline this week, the Silicon Industry Branch believes that the downstream silicon wafer price and operating rate have fallen, the demand for silicon materials has weakened, the polysilicon inventory has increased, the price has fallen, and the new capacity has been released; The main reasons for the change of purchasing rhythm of downstream enterprises are as follows:

firstly, the price and operating rate of silicon wafers have been reduced, the pressure of price reduction and production reduction in the silicon wafer sector has led to a significant weakening of their purchasing enthusiasm, and the demand for silicon materials has been greatly reduced by measures such as the reduction of conventional single order signing and the reduction of safety stock;

Secondly, the reduction of operating rate while destocking in the silicon wafer sector has led to the transfer of industrial chain inventory from bottom to top again, coupled with the continuous release of new production capacity of polysilicon enterprises, resulting in a great increase in supply pressure.

Thirdly, in order to reduce the loss of price decline, individual downstream enterprises changed their purchasing frequency from weekly to daily, which accelerated the downward trend of silicon materials to a greater extent.

Silicon Branch expects that the price of silicon materials will continue to decline in the short term, but the price difference between N-type silicon materials and P-type silicon materials will gradually widen, and even show a trend of differentiation. The main reason is that the downstream N-type market is gradually expanding, but the proportion of N-type silicon enterprises on the supply side has not been significantly increased, and the supply is relatively scarce.

In addition, the same period is the period of centralized release of new production capacity of silicon materials, the market share of relatively low-grade silicon materials is relatively large, and the current situation of oversupply of P-type materials will be relatively more prominent. Therefore, in the third quarter of the future, the price difference and differentiation trend of N-type and P-type silicon materials will gradually emerge. In terms of

silicon material dynamics, a polysilicon project was signed by Inner Mongolia Bayannao

er Huineng Coal and Electricity Group in the week from last Wednesday to now, and the 10 billion silicon-based integration project was settled in Wulate Houqi, Bayannaoer City, Inner Mongolia

on May 10. Huineng Coal and Electricity Group and Wulate Houqi, Bayannaoer City, Inner Mongolia signed a framework agreement for a silicon-based integration project with an annual output of 300000 tons of industrial silicon and 150000 tons of polysilicon, with an investment of 15 billion yuan.

Source: New Energy Micro News DataBM. Com.