On September 23, after seven weeks of interruption, the Silicon Branch updated the latest polysilicon quotation in the industry, and the average transaction price of re-feeding was 43,000 yuan/ton; the average transaction price of granular silicon was 40,300 yuan/ton.
The Silicon Branch said that the actual turnover of the polysilicon market increased this week. With the gradual clarification of the production adjustment plans of various enterprises and the further strengthening of the contraction expectation of the supply side of the industry, the overall start-up load of the industry is expected to drop to about 35% since October. Affected by this, some downstream enterprises gradually began to replenish their stocks. At present, silicon material enterprises are firm in their willingness to stand up and generally quote at full cost as the bottom line. But on the whole, downstream enterprises still have raw material inventory, and large-scale centralized procurement has not yet started .
In terms of import and export data of polysilicon products, according to customs statistics, China imported 695.1 tons of polysilicon in August, a decrease of 12.1% compared with the same period last year, and the average price was 33.69 US dollars/kg, an increase of 54.7% compared with the same period last year; The export volume was 3,238.4 tons, with a year-on-year increase of 38.1% , and the average price was $11.55/kg, with a year-on-year increase of 6.9% . The export volume was significantly higher than import volume, and the net export trend continued.
In view of the follow-up market situation, the Silicon Branch believes that the main variables lie in the downward range of the actual start-up rate of enterprises and the implementation of the production reduction plan, the sustainability and scale of spot transactions under the current price system, and the degree of recovery of terminal demand.
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