Demand is stable! Silicon material prices rose slightly!

silicon still rising?

On February 15, the Silicon Branch of China Nonferrous Metals Industry Association released the latest silicon material price. Prices of silicon materials rose slightly

this week, narrowing the week-on-week increase to less than 0.1%. Among them, the mainstream transaction price of single crystal re-feeding is basically maintained at 235-245,000 yuan/ton. As the floating price difference between high and low is still as high as 26,000 yuan/ton, the recent price advantage of long orders is more prominent.

Data source: Silicon Branch

of China Nonferrous Metals Industry Association Silicon Branch said that the stable demand in the short term guaranteed a slight increase in the price of silicon materials.

On the one hand , the vast majority of silicon enterprises have signed orders to late February, and even some enterprises have signed orders this month, this week most of them are supplementary orders or renewal orders, the transaction price is basically stable or slightly rising.

On the other hand , according to downstream orders, operating rates and prices, each link at the front end of the industrial chain basically has a relatively reasonable profit margin. Driven by the two major premises of considerable profits and order guarantees, the operating rates of each link in the downstream remain relatively high.

From the perspective of the first quarter, the operating rate of silicon wafer enterprises has been gradually increased since the beginning of the month, and has been basically adjusted to more than 80% by the end of this week. It is estimated that the total output of silicon wafers plus safety stocks will be about 120 GW, which is basically the same as the supply of silicon materials.

Therefore, the Silicon Branch expects that the price of silicon materials will remain stable in the short term, but with the decrease of terminal acceptance of high prices of components and batteries, the start-up rate and price of silicon wafers will be adjusted accordingly, and the price of silicon materials will be difficult to maintain a high level, according to the downstream start-up rate and inventory adjustment in the future. Polysilicon prices will fluctuate and adjust in the process of seeking a new balance between supply and demand. All links of the

photovoltaic industry chain rebounded collectively after the Spring Festival, but many institutions believe that the photovoltaic industry chain does not have the momentum of sustained price increases, and silicon materials will not repeat last year's soaring trend.

" At present, silicon wafers are only rebounding, so they will not have much impact on demand.". Pan Helin, co-director of the Digital Economy and Financial Innovation Research Center of the International Joint Business School of Zhejiang University, said.

Photovoltaic installed capacity also stimulated the film market demand, after the Spring Festival, the domestic EVA (ethylene-vinyl acetate copolymer) film spot price rose rapidly.

According to Wind's data, as of February 8, the average price of EVA in the domestic Shandong market has reached 17000 yuan/ton, an interval increase of about 17.23% compared with the average price of 14501 yuan/ton at the beginning of the year; an increase of about 10.3% compared with the average price of 15400 yuan/ton before the Spring Festival.