1, the Silicon Branch announced the price of polysilicon this week, and the price of polysilicon across the board continued to fall sharply, with N-type materials leading the decline by 19.23%.
The original text is as follows:
This week, the transaction price of N-type materials is 70000-80000 yuan/ton, and the average transaction price is 75,200 yuan/ton, which is 19.23% lower than market price two weeks ago. The transaction price of monocrystalline dense materials was 660-70 thousand yuan/ton, and the average transaction price was 67900 yuan/ton, which was 15.23% lower than market price two weeks ago. Among them, there are 5 enterprises trading in N-type silicon materials and 4 enterprises trading in P-type silicon materials. On the whole, only a few enterprises have more transactions, the rest of the enterprises are a small number of transactions, and some enterprises are still in the process of negotiation. Compared with the previous two weeks of upstream and downstream stalemate, this week's trading situation has improved, but the upstream and downstream price differences still exist.
This week's price has the following characteristics: First, this week's trading volume basically comes from the first-line large factories, and the price difference between large factories and small factories is gradually widening. Secondly, the N-P spread began to narrow, the volume of N-type was higher than that of P-type, and the price reduction of N-type was slightly higher than that of P-type. There are two reasons for
this price change: on the one hand, the current downstream silicon wafer enterprises have reduced production by more than 50%, the demand for polysilicon has dropped sharply, the price bearish sentiment is serious, and the silicon material enterprises can accept the price adjustment within a certain range. On the other hand, the pre-orders of silicon enterprises have been basically digested, and some high-priced orders in the early stage have encountered execution problems, and some of them have been converted into enterprise inventory. Silicon material enterprises are under great pressure to sign bills, and silicon material stocks continue to accumulate. At present, in the stage of low demand, enterprises give priority to signing orders, which also leads to the narrowing of N-P price difference, and the price reduction of N-type is slightly higher than that of P-type. At the same time, the continuous price reduction of silicon materials purchased by downstream enterprises has brought greater cost reduction pressure to silicon materials enterprises. The current price has begun to approach the cost line of some old production capacity, second-line enterprises and new production capacity, and some enterprises are about to face losses.
As of this week, there are 17 domestic polysilicon production enterprises, one of which has stopped production for technical transformation and three of which have normal maintenance, which has a certain impact on production. In October, China's polysilicon output was 137 thousand tons, an increase of 8.78%. From January to October, the total output of polysilicon was 1,147,200 tons, representing a year-on-year increase of 83.91%. According to the polysilicon production and downstream demand, the supply of polysilicon has begun to exceed the demand in October, and there is no tendency to improve the supply-demand relationship in November. The supply of polysilicon has a trend of further increase. However, due to the cost pressure, some enterprises are facing maintenance, and the release of new production capacity is less than expected. It is expected that the output of polysilicon in November will be around 140,000 tons.
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