In the past week, there were fewer silicon material transactions, and the second and third-tier enterprises had some price loosening. The price of silicon wafers has reached the break-even point of most enterprises, and some manufacturers are facing losses. Demand for silicon materials declined and inventories continued to accumulate. Imports of polysilicon decreased by 13% month-on-month and 36.82% year-on-year.
This week's Antaike survey did not get enough new transaction information, although the price has shown a downward trend, but there are still differences on the specific transaction price, basically no new orders, and the transaction price quoted last week has been unable to reflect the actual situation of the current market, so this week's suspension of the announcement of polysilicon prices, after the actual transaction. And then clarify the market transaction price.
According to statistics, in the past week, only a few silicon material enterprises have made transactions, none of the five leading enterprises has signed new orders, some of the second-and third-tier enterprises have loosened their prices to a certain extent, and some of them have adjusted the prices of the orders signed in the early stage, with an adjustment range of about 10 yuan/kg. The end of
the month and the beginning of the month are the centralized signing period for enterprises. At present, the pre-orders of most enterprises will be completed by the end of October. This week, enterprises will begin to negotiate orders for November. According to the price negotiation of silicon material production enterprises and the feedback from downstream enterprises, it is expected that the price of N-type silicon materials of five first-line large factories will reach a balance around 77-80 thousand yuan/ton in the new round of transactions, P-type re-feeding will reach a balance around 70-73 thousand yuan/ton, and the prices of other manufacturers may be further loosened.
At present, the price of silicon wafers has been reduced to 2.4-2.5 yuan per wafer , reaching the break-even point of most silicon wafer enterprises, and some manufacturers are even facing losses. Restricted by the sharp decline in the price acceptance of downstream enterprises, the decline in the transaction price of silicon materials is an inevitable trend. In addition, the operating rate of silicon wafers and batteries has been generally reduced, and the demand for silicon materials has declined rapidly. In the context of insufficient demand, even if the price of silicon materials falls, the demand for silicon materials that can be pulled is relatively limited, and the price reduction signal will be further transmitted to downstream enterprises. Therefore, some silicon material manufacturers still have a stable price mentality, expecting that the stock of silicon wafers and batteries will be consumed as soon as possible, and the market demand will return to stability. In addition, due to the recent failure to sign the bill, the inventory of silicon material enterprises is continuing to accumulate.
As of this week, there are 16 domestic silicon production enterprises, one of which is partially overhauled, which has only a slight impact on production. In September 2023, the import volume of polysilicon was 4632.7 tons, with a month-on-month decrease of 13% and a year-on-year decrease of 36.82%. Imports of polysilicon from January to September totaled 53 thousand and 200 tons, down 17% from the previous month.
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