On July 9, the Silicon Branch released the latest silicon material price this week, and the price of N-type silicon material continued to rise. This week, the price of polysilicon increased by 25% -35% .
The details are as follows:
the average transaction price of N-type re-feeding is 37,100 yuan/ton, up 6.92% from the previous month ; The average transaction price
of N-type dense materials was 34 thousand and 200 yuan/ton, up 6.54% ; The average transaction price
of N-type granular silicon was 35600 yuan/ton, up 6.27% annually . The main reason for this
price increase is that polysilicon enterprises have been operating at a loss for more than one year, and the price has been far below the comprehensive cost in order to clear the inventory, in order to meet the requirements of the price regulation of "selling at no less than cost". Silicon material enterprises raise the price to the comprehensive cost line at one time.
However, for this price increase, downstream silicon wafer companies still hold a wait-and-see attitude in the short term, and have not yet accepted large-scale price increases , so this week's silicon material transactions are light.
Regarding future market expectations, the Silicon Branch said that the cyclical adjustment of polysilicon in this round has been on the right track, and the follow-up still needs to go through the key stage of deep adjustment and liquidation. Therefore, it is expected that in the short term, the polysilicon market will still be mainly wait-and-see, and the price may rise slightly under the influence of market expectations. When the supply-demand relationship is substantially improved, and under the premise of strict implementation of policies to effectively prevent the resumption of production of backward production capacity, the price of polysilicon will gradually return to a reasonable range.