July 8, the photovoltaic sector rose across the board, in all sectors of the enterprise, the performance of silicon enterprises is particularly bright, many stocks rose more than 10%. Behind
this surge is the result of the continuous stimulation of multiple benefits. Recently, the official media's "anti-involution" argument has been frequent, and the competent authorities have organized heavy meetings to release signals that will strongly promote supply-side reform. Enterprises have started to limit production, reduce production and self-discipline, and under multiple positive factors, the price of silicon materials has risen slightly.
Last week, the price of N-type silicon materials was 33,800 yuan/ton, up 0.75% annually, and the price of N-type granular silicon was 33,000 yuan/ton, flat annually.
So, can rising market of silicon materials be sustained?
First look at raw materials, affected by the reduction of production of large factories, the supply of industrial silicon in the northern market shrinks, while large factories raise prices, the average price of industrial silicon has risen. Last week, the average price of industrial silicon Si4210 (read industrial silicon 4210) was 9320 yuan/ton, up 1.67%.
However, the downstream market of silicon materials 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 silicon materials.
In addition, with the arrival of the wet season and the release of the news of storage, some enterprises began to increase production efforts, and the recent polysilicon inventory is still further rising to close to 280000 tons, the situation is not optimistic.
Therefore, on the whole, last week's price increase is temporarily viewed as a rebound, and the rebound is expected to be limited.
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