of
Silicon Materials Last week, the average price of N-type silicon materials was 51,500 yuan/ton, flat on a month-on-month basis, up 23.65% on a year-on-year basis; the average price of N-type granular silicon was 50,000 yuan/ton, flat on a month-on-month basis, up 35.14% on a year-on-year basis. During the week, polysilicon stocks continued to rise, downstream stocks were abundant, purchases were further reduced, and short-term prices were mainly stable.
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, down 1.47% year-on-year. The price index of TOPCon double-sided 210 PV modules was RMB0.68/W, flat on a month-on-month basis and flat on a year-on-year basis; the price index of TOPCon double-sided 210R PV modules was RMB0.68/W, up by 1.49% on a month-on-month basis and flat on a year-on-year 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 rose partly, the market as a whole has a strong willingness to raise prices, and the quotation driven by leading enterprises is expected to show a rising trend.
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 average price of Si4210 industrial silicon was 9716.67 yuan/ton, with a slight drop of 0.26%, which was relatively limited. Under the expectation of production reduction, the price of industrial silicon remained relatively stable. In terms of polysilicon, from the perspective of supply and demand, the short-term polysilicon inventory has been rising, the demand side has not improved significantly, and the price is still dominated by enterprises.
Recently, the operating rate of silicon wafers has not increased significantly, and the downstream polysilicon raw material reserves are abundant, so enterprises maintain a cautious wait-and-see attitude towards the current price of silicon materials. Last week, the market rumors that a polysilicon storage platform company had been set up, but the rumor was refuted by the Securities Times reporter, which remains to be verified. From the supply side, there is no plan to further reduce the production of polysilicon in October, and the overall output is expected to remain relatively stable, but with the approaching of the dry season, the production of polysilicon in southwest China is expected to be reduced. In addition, the policy side is expected to further enhance the regulation of photovoltaic capacity. On the whole, the price of polysilicon is still relatively strong.
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