of
Silicon Materials Last week, the average price of N-type silicon materials was RMB 47,250/ton, with a month-on-month increase of 1.07% and a year-on-year increase of 16.67%; the average price of N-type granular silicon was RMB 47,000/ton, with a month-on-month increase of 2.17% and a year-on-year increase of 28.07%. During the week, the price of polysilicon raw material industrial silicon continued to fall, silicon wafer factories purchased a small amount of silicon materials, the industry inventory remained high, the actual consumption of silicon materials did not increase, and polysilicon enterprises maintained a high price posture.
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 0.67 yuan/W last week, which was flat annually, down 12.99% year-on-year. The price index of TOPCon double-sided 210 photovoltaic modules was 0.68 yuan/W, flat, down 9.33% year-on-year, and the price index of TOPCon double-sided 210 photovoltaic modules was 0.68 yuan/W, flat, down 10.53% year-on-year; The price index of HJT double-sided 210 photovoltaic modules was 0.73 yuan/W, up 1.39% annually. During the week, the price of TOPCON components remained stable, but the demand was cold, the inventory showed an upward trend, and the pressure on enterprises increased.
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 price of industrial silicon, the main raw material of polysilicon, fell further, with the average price of Si4210 industrial silicon falling to 9466.67 yuan/ton, down 1.9% from the previous month, showing a downward trend for two consecutive weeks. Polysilicon prices remain strong, according to previous years, in September, the demand for batteries and components will rise seasonally, but this year due to the "rush to install" overdraft, seasonal performance is expected to be lower than same period in previous years, from the component side, production scheduling has not seen a significant increase, indicating that the downstream market is more cautious about demand expectations.
At present, silicon wafer enterprises mainly rely on replenishment, although the price of silicon wafers is still strong, but the downstream transmission is still expected to be difficult. In the short term, the favorable side is to replenish the warehouse or form a certain support for the price of polysilicon, because the demand for enterprise stock is relatively rigid. The unfavorable side is that with the rise of polysilicon price, the impulse of polysilicon enterprises to resume production and expand production still exists. From May to August, the monthly output of polysilicon continued to increase, especially in August, the growth rate was more than 20%. In September, polysilicon production is still likely to increase on a month-on-month basis. If enterprises continue to strengthen prices and coordinate production reduction, they will further exert pressure on battery and component links. Downstream enterprises are advised to be vigilant and pay attention to risks.
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