First, the price trend
of silicon materials last week, the price of P-type single crystal dense materials fell by 1.61% annually, reaching 305000 yuan/ton, down 12.86% year-on-year, and the lowest transaction price in some markets has fallen below 30000 yuan/ton, a new record low; The price of N-type silicon materials was RMB36,500/ton, down by 2.7% on a month-on-month basis and 11.11% on a year-on-year basis; the price of N-type granular silicon was RMB34,500/ton, flat on a month-on-month basis and down by 8% on a year-on-year basis. During the week, silicon stocks continued to rise, demand remained unchanged, and prices were under pressure.
Figure 1: Price Trend
of N-type Silicon Material Data Source: Digital New Energy DataBM. Com
Figure 2: Price Trend
of N-type Granular Silicon Data Source: Digital New Energy DataBM. Com II.
According to the data of Digital New Energy DataBM. Com, the price index of TOPCon double-sided 182 photovoltaic modules was 0.67 yuan/W last week, which was flat annually. The price index of TOPCon double-sided 210 PV modules was RMB0.68/W, flat on a month-on-month basis; the price index of TOPCon double-sided 210 PV modules was RMB0.67/W, down by 1.47% on a month-on-month basis; the price index of HJT double-sided 210 PV modules was RMB0.72/W, flat on a month-on-month basis. During the week, the price of photovoltaic modules still has sporadic callbacks, but the overall situation is relatively stable, and the market is expected to have further downward space.
Table 1: Last Friday's Photovoltaic Module Price Index (CPMPI)
Source: Digital New Energy DataBM. Com
Figure 3: Trend
of Photovoltaic Module Price Index in the Past Month Source: Digital New Energy DataBM
Last week, the upstream and downstream prices of polysilicon showed signs of stabilization, but this stabilization is expected to be very fragile and weak. From the perspective of industrial silicon, the market demand for industrial silicon is still weak, enterprises are waiting to purchase, and the supply is still expected to increase further. Downstream component battery sector, SNEC exhibition last week has some signed orders, but within the expected preparation, the overall market is still weak, recently, silicon wafer companies continue to arrange production cuts, silicon material demand is insufficient, last week's inventory is still increasing, so that the market continues to be under pressure.
In the short term, although the lowest price of polysilicon has fallen below 30 thousand yuan/ton, it is difficult to stabilize and rebound. At this SNEC Photovoltaic Exhibition, Xiexin Technologies revealed that leading enterprises in the polysilicon industry are taking the lead in promoting the orderly withdrawal of industry capacity through acquisition to achieve capacity clearance and controllable output. We believe that this approach is very intelligent and can greatly improve the speed of industry capacity clearance, but it is by no means easy to achieve this goal. It is necessary to show the overall pattern and ability of leading enterprises, and also need supporting policy support (such as further improving the threshold of polysilicon industry, strengthening industrial planning and control).
浙公网安备33010802003254号