On July 30, Silicon Branch released the latest price of polysilicon. The price of N-type silicon materials rose for the fifth time. The average transaction price of N-type materials was 47,100 yuan/ton, with an increase of 0.64%; the average transaction price of N-type dense materials was 43,900 yuan/ton, with an increase of 0.23%. The average transaction price of N-type granular silicon was 44 thousand and 300 yuan/ton, or 0.68%. This
price increase is due to the rising price of downstream silicon wafers, the low inventory pressure of some silicon wafer enterprises, and the tendency to lock in shipment orders through raw material orders, so the acceptance of the increase in raw material costs has increased.
However, at present, the vast majority of polysilicon enterprises have not made large-scale transactions, and the demand has not substantially recovered.
In addition, the Silicon Branch believes that the backlog of inventory in the early stage is still the biggest variable affecting the price trend of polysilicon, and in the short term, the silicon material market still relies mainly on cost insurance.
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