silicon materials is coming after the year!
On February 8, the Silicon Branch of China Nonferrous Metals Industry Association released the latest silicon material price. Silicon prices continued to rise
this week, with a weekly increase of about 11%. Among them, the mainstream transaction price of single crystal re-feeding is 230-245000 yuan/ton, and the price difference between the highest price and the lowest price is slightly narrowed.
Data source: Silicon Branch
of China Nonferrous Metals Industry Association In terms of trading volume, the number of enterprises with new orders this week exceeded 10, the market activity increased significantly, and the number of orders signed by enterprises increased significantly.
As for the situation that the price of silicon materials continues to rise and the trading volume is large , the Silicon Branch said that there are two main reasons:
on the one hand, the operating rate of silicon wafer enterprises is still at a relatively low level. Demand exceeds supply to support the sharp rise in the price of silicon wafers, and the increase is higher than cost of raw material polysilicon, so the acceptance of silicon wafer enterprises for the continued rise in the price of silicon materials has increased.
On the other hand, the current price of silicon wafers is relatively profitable compared with the price of polysilicon, the raw material for making silicon wafers in the current period, while the start-up rate of silicon wafer enterprises in the early stage has remained low, and the stock of raw materials has been digested, so when the price of silicon wafers rises to a considerable profit and the market is in short supply. The increase in operating rate is inevitable, so the actual turnover of silicon materials has increased significantly this week.
Indeed, last Thursday (February 2), the Silicon Branch announced the latest silicon wafer quotation in the industry. The cumulative increase of M10 monocrystalline silicon wafers and G12 monocrystalline silicon wafers in two weeks exceeded double digits, of which the increase of M10 monocrystalline silicon wafers in two weeks reached 30.5%.
Subsequently, on Saturday (February 4), TCL Central, the leading silicon wafer company, announced a new round of monocrystalline silicon wafer prices, with the prices of silicon wafers of all sizes rising in a straight line, with the highest increase of more than 15% for each 150 μm thick silicon wafer. The market expectation of
photovoltaic industry chain products has been raised.
In addition, according to the introduction of the Silicon Branch, the number of polysilicon enterprises currently in production is maintained at 15, and by the end of 2023, the number of domestic enterprises in production will increase to more than 20.
According to the production and operation plan of each enterprise, and considering the factors such as the maintenance of each enterprise and the market price affecting the production and release progress, it is conservatively estimated that the domestic output of silicon materials in 2023 will be about 1.35 million tons.
On a quarterly basis, the supply adjustment at the front end of the industrial chain in the first quarter will help to stabilize the price, the demand increment in the fourth quarter will be greater than supply increment, which will help to digest the inventory in all links, and the situation of oversupply in all links of the industrial chain in the second and third quarters will be relatively more prominent. Will the price of
silicon materials continue to rise? Can production capacity meet expectations? Let's wait and see!
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