On October 11, the Silicon Branch released the latest price of silicon materials this week, and the highest price and average price of silicon materials dropped slightly this week. This week, the price range of domestic N-type silicon materials was 90-96,000 yuan/ton, with a ring-to-ring decline of 0.21%, and the price range of monocrystalline dense materials was 76-83,000 yuan/ton, with a ring-to-ring decline of 0.37%. The transaction price
of N-type materials was 900-96,000 yuan/ton, with an average of 93,100 yuan/ton, and the average price was 0.21% lower than that of last week . The transaction price of
single crystal re-feeding was 780-85,000 yuan/ton, with an average of 82,100 yuan/ton, and the average price was 0.24% lower than that of last week . The transaction price
of monocrystalline dense materials was 760-83000 yuan/ton, averaging 80100 yuan/ton, and the average price was 0.37% lower than that of last week . The transaction price of
single crystal cauliflower was 730-80 thousand yuan/ton, with an average of 77400 yuan/ton, and the average price was 0.26% lower than that of last week .
This week is the first inquiry after the Double Festival, and there is no expected centralized signing, which is still dominated by the execution of pre-orders. At present, the pre-orders of enterprises can basically be executed in the middle of this month, but the difficulty of bargaining between upstream and downstream enterprises has increased, the wait-and-see attitude of downstream enterprises is obvious, and the difficulty of new order negotiation has increased. This week, there are three enterprises trading in N-type and P-type silicon materials, the number of transactions is generally small, the transaction prices have been reduced by different margins, high-priced orders have basically disappeared, the transaction prices of several leading enterprises are stable, and the transaction prices of other manufacturers are slightly loose.
This week, the transaction prices of various varieties of silicon materials have declined slightly for the following reasons. Firstly, the downstream silicon wafer enterprises continued to reduce prices , the ability to accept the price of silicon materials was weakened, and there was a tendency to reduce production by a large margin in the silicon wafer sector, and the purchase of polysilicon materials began to slow down. Secondly, the production capacity of silicon materials continued to expand . Last month, the overhaul enterprises resumed their output one after another. In addition, the new production capacity of enterprises such as Hesheng and Hongyuan was released, and the supply of silicon materials gradually increased. Thirdly, although the inventory of silicon material enterprises is at a low level, the operating rate of downstream silicon wafer enterprises is reduced and the purchase is weakened , so that the inventory is gradually transferred from downstream silicon wafer enterprises to upstream silicon materials again, and silicon materials will bear the inventory pressure again. To sum up, the pressure of supply and demand, inventory and price in the whole industry chain is gradually shifting from downstream to upstream.
As of this week, there are 16 domestic silicon production enterprises (including 2 new production enterprises), 1 enterprise has stopped production for technical transformation, 2 enterprises have been overhauled, and 1 overhaul enterprise is expected to resume in the middle of this month. According to the statistics of Silicon Branch, the output of polysilicon in September was 126200 tons, up 8.48% annually and 64.97% year-on-year. From January to September, the output of polysilicon was 1.0099 million tons, up 87.95% year-on-year. At present, new production capacity in the polysilicon field is still being gradually released, and some enterprises are expected to start production after overhaul. The output in October is expected to reach 135,000 tons, an increase of about 7% annually.
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