of
Silicon Materials Last week, the price of N-type silicon materials was RMB33,800/ton, up 0.75% on a month-on-month basis and down 13.46% on a year-on-year basis; the price of N-type granular silicon was RMB33,000/ton, flat on a month-on-month basis and down 9.59% on a year-on-year basis. During the week, under the stimulation of multiple favorable policies and production cuts, the price of silicon materials rose slightly, while polysilicon stocks rose further to close to 280000 tons, and demand remained weak.
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 0.65 yuan/W last week, down 1.52% annually. The price index of TOPCon double-sided 210 PV modules was RMB0.66/W, representing a month-on-month decrease of 1.49%; the price index of TOPCon double-sided 210 PV modules was RMB0.66/W, representing a month-on-month decrease of 1.49%; the price index of HJT double-sided 210 PV modules was RMB0.72/W, representing a month-on-month flat. During the week, the price of photovoltaic modules fell again, demand was light, and leading enterprises lowered prices to reduce inventory pressure.
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, affected by the production reduction of large factories, the supply in the northern market shrank. At the same time, large factories raised the price of industrial silicon, and the average price of industrial silicon rose. Last week, the average price of Si4210 industrial silicon was 9320 yuan/ton, up 1.67%, but there was no significant improvement in demand. At present, the downstream market is still in the channel of price reduction, the price of components has not yet stabilized, the price of silicon wafers continues to decline, the purchase of enterprises has been reduced, and enterprises have further adjusted the pace of start-up, which is still not conducive to the demand for polysilicon. On the whole, last week's price increase was temporarily viewed as a rebound, and the rebound is expected to be limited.
On July 3, the Ministry of Industry and Information Technology held the 15th Symposium on Manufacturing Enterprises, focusing on accelerating the high-quality development of the photovoltaic industry , and proposed comprehensive management of low-price and disorderly competition in the photovoltaic industry in accordance with the law and regulations. To guide enterprises to improve product quality, promote the orderly withdrawal of backward production capacity, and achieve healthy and sustainable development. Since last year, the price of polysilicon has continued to run at a low level, enterprises have fallen into losses, and the industry surplus is serious. It is of little significance for the industry to continue to build new production capacity with existing technology level. The next step is to adjust the threshold of capacity access, strictly prohibit new production capacity and guide the orderly withdrawal of backward production capacity.
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