On July 16, the Silicon Branch released the latest price of silicon materials. Polysilicon prices rose three times in a row this week.
The details are as follows:
the average transaction price of N-type re-feeding is 41,700 yuan/ton, up 12.4% from the previous month ; The average transaction price
of N-type dense materials was 38 thousand and 600 yuan/ton, up 12.87% ; The average transaction price
of N-type granular silicon was 41,000 yuan/ton, up 15.17% on a month-on-month basis ;
the overall trading volume of polysilicon increased significantly on a month-on-month basis this week, with about 6 enterprises reaching new orders. However, the order price has a more obvious differentiation, mostly falling at the two ends of the price range of 40-49000 yuan. The main reason
for the price differentiation is that some enterprises benefit from the cost advantages of self-owned power plants and can conclude transactions at relatively low prices. However, some large factories have high comprehensive costs due to insufficient start-up rate of individual bases , but their quality assurance and stable supply support downstream to accept high-price transactions.
However, it is worth noting that although the current price of silicon materials has risen, the basic support is weak, and the supply and demand have not yet substantially improved. In the short term, the price of silicon materials will maintain the upward trend of small shocks in the current wait-and-see.
As for the starting point of the real strength of silicon prices, the Silicon Branch said that some downstream silicon wafer companies may be forced to stop production or reduce production due to high raw material costs and low downstream prices.
"With the improvement of supply-demand relationship and price rise in the silicon wafer sector, its acceptance of the rising price of raw material polysilicon will be improved, while the silicon material sector may also be forced to stop production because of the high cost.". The polysilicon market will gradually return to rational development under the combined effect of its own supply contraction, downstream acceptance improvement and market expectation improvement.
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