of
Silicon Materials Last week, the average price of N-type silicon materials was RMB 48,500/ton, with a month-on-month increase of 2.65% and a year-on-year increase of 19.75%; the average price of N-type granular silicon was RMB 48,000/ton, with a month-on-month increase of 2.13% and a year-on-year increase of 30.79%. During the week, the price of polysilicon continued to rise, some of which reached 55000 yuan/ton, but there were fewer transactions in the high-price area, while the domestic downstream demand was still weak.
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 9.46% year-on-year. The price index of TOPCon double-sided 210 PV modules was 0.68 yuan/W, flat on a month-on-month basis, down 8.11% year-on-year, while the price index of TOPCon double-sided 210R PV modules was 0.68 yuan/W, flat on a month-on-month basis, down 9.33% year-on-year; The price index of HJT double-sided 210 photovoltaic modules was 0.72 yuan/W, down 1.37% from the previous month. Weeks, weak demand, component inventory pressure, although enterprises call up, but it is difficult to land, at the same time by the impact of low-cost components, market prices are mainly 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 price of industrial silicon was temporarily stable after falling. The average price of Si4210 industrial silicon was 9475 yuan/ton, which was basically flat compared with the previous month. The market supply was sufficient. Polysilicon was still expected to further reduce production. The short-term price was difficult to strengthen. Compared with the same period last year, the price of industrial silicon fell by 22%. On the downstream side, the silicon wafer and battery sector was driven by foreign market orders, and the start-up of enterprises increased slightly, which supported a certain demand for silicon materials, and the overseas transmission was relatively smooth. In addition, the price of polysilicon enterprises continues to rise, the price of enterprises is still positive, the market synergy is more consistent, the market speculation atmosphere is still strong, and the price of polysilicon maintains a strong trend.
Last week, the Ministry of Industry and Information Technology and the General Administration of Market Supervision and Administration jointly issued the Action Plan for Steady Growth of Electronic Information Manufacturing Industry in 2025-2026, proposing that the average annual revenue growth target of electronic information manufacturing industry in 2025-2026 is to reach more than 5%. In terms of specific measures, it is mentioned that high-quality development in photovoltaic and other fields should be achieved in breaking the "involution" competition, low-price competition of photovoltaic and other products should be governed according to law, local orderly layout of photovoltaic industry should be guided, local capacity situation should be sorted out, quality management of photovoltaic module products should be implemented, and photovoltaic modules should be provided. We will thoroughly implement documents such as the Standard Conditions for Photovoltaic Manufacturing Industry, strengthen policy linkages with investment, finance and security, and promote technological progress in the industry. From the policy point of view, the steady growth of photovoltaic still adheres to the principle of legalization and marketization, and there are no measures beyond expectations. At present, the production restriction of polysilicon market is more due to the independent behavior of enterprises. As the price of polysilicon continues to rise, while the downstream component market is difficult to digest the price, the market may face greater "monopoly doubts".
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