of
Silicon Materials Last week, the price of P-type monocrystalline dense materials was 30,000 yuan/ton, flat on a month-on-month basis, down 14.29% on a year-on-year basis; the price of N-type silicon materials was 33,500 yuan/ton, flat on a month-on-month basis, down 14.1% on a year-on-year basis; The price of N-type granular silicon was 33 thousand yuan/ton, which was flat, down 9.59% year on year. During the week, the price of silicon materials was temporarily stable, there were rumors of production cuts in upstream industrial silicon, and the futures prices of industrial silicon and polysilicon rose sharply, but the current market demand is still weak, and it is expected that it will be difficult to cause spot prices to follow up.
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 0.66 yuan/W last week, which was flat annually. The price index of TOPCon double-sided 210 PV modules was RMB0.67/W, flat on a month-on-month basis; the price index of TOPCon double-sided 210 PV modules was RMB0.67/W, flat 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 remained stable, most of the enterprises were mainly stable, the demand was still weak, and the price was still expected to decline.
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, it was rumored in the market that the Xinjiang base of Hesheng Silicon Industry would reduce production, but the specific situation of production reduction was not determined. Last week, the average price of Si4210 industrial silicon was 9166.67 yuan/ton, and there was no sign of stopping the decline. This round of production reduction rumors remains to be observed. There was no obvious feedback from the spot market, and the downstream procurement was mainly rigid demand, and there was no sign of improvement. Downstream, although the price of components is temporarily stable, there is still a further downward expectation, while the price of silicon wafers is still in the downward channel, affected by the weakening demand, the demand for silicon links may further decline.
Last week, polysilicon stocks remained high, purchasing was light, and spot prices of polysilicon did not respond after futures prices rose sharply. Despite the sharp rebound in short-term market prices, it is not easy to change the market supply and demand pattern. The leading industrial silicon production reduction may be conducive to cost support, but it is expected to be difficult to change the market trend, and spot prices are still weak and stable.
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