On September 17, Silicon Branch announced the latest price of polysilicon, and the price of all kinds of N-type polysilicon rose sharply. Among them, the price of N-type recharging materials rose by 8.57%, and the average transaction price was 53,200 yuan/ton; the price of N-type dense materials rose by 8.75%, and the average price was 49,700 yuan/ton; N-type granular silicon rose by 3.13% annually, with an average transaction price of 49500 yuan/ton. The main reason for the rise
is that the sales volume of first-line enterprises has reached the upper limit of the stage, second-line enterprises have begun to sign bills one after another, the market supply is tight, and the industry is optimistic about the future market expectations, which supports the price of silicon materials.
In addition, on September 16, the National Standards Committee issued three mandatory national standards (draft for comments), including the Energy Consumption Quota for Silicon Polycrystalline and Germanium Unit Products. After implementation, polysilicon enterprises that fail to meet the requirements will be rectified or shut down, which will lead to a significant decline in the effective production capacity of domestic polysilicon and a substantial improvement in the supply and demand pattern.