of
Silicon Materials Last week, the price of N-type silicon materials was 36,000 yuan/ton, with a month-on-month increase of 7.41% and a year-on-year decrease of 7.05%; the price of N-type granular silicon was 35,500 yuan/ton, with a month-on-month increase of 7.58% and a year-on-year decrease of 2.74%. During the week, silicon material enterprises actively responded to the meeting of the Ministry of Industry and Information Technology and raised the price above the cost line to end the disorderly competition at low prices. Although the quotation rose, the actual transaction was very few. At the same time, the market reported that some enterprises grabbed the volume at low prices. It remains to be seen whether the price can be sustained after the rise.
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, which was flat annually. The price index of TOPCon double-sided 210 PV modules was RMB0.66/W, flat on a month-on-month basis; the price index of TOPCon double-sided 210 PV modules was RMB0.66/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 was generally stable, and some enterprises intended to raise the price, but there were still many enterprises that reduced the price. Low-price modules interfered with the market, and the price increase failed to form a joint force. In the short term, the price was still stable.
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 spot price of industrial silicon rose to a certain extent, with the average price of Si4210 industrial silicon rising to 9342 yuan/ton. The southern market is in a wet season with weak superimposed demand, and industrial silicon continues to rise or lacks obvious support. If the price of industrial silicon weakens again and falls into shock, the cost focus of polysilicon will move down, which will affect the price.
Although enterprises raise the price to above the cost line, the actual cost of each enterprise is different, and enterprises with cost advantages are still likely to increase production efforts, leading to the polysilicon market facing fierce competition again. Last week, polysilicon stocks remained above 270000 tons, with the recent price rise, stocks did not change significantly. At present, enterprises maintain low-load production. On the whole, after the continuous rise of polysilicon, future enterprises may be mainly active in stabilizing prices.
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