On July 1, the Silicon Branch released the latest price of silicon materials this week.
This week, the average transaction price of N-type re-feeding was 32,800 yuan/ton, down 1.20% on a month-on-month basis; the average transaction price of N-type granular silicon was 32,300 yuan/ton, down 0.62% on a month-on-month basis.
Digital New Energy DataBM. Com found that despite the stability in the middle weeks, this is the 12th price reduction of silicon materials since March this year.
As for the reasons why the price of silicon materials continued to drop this week, the Silicon Branch said that: first, the high inventory continued to accumulate, and the downstream procurement only maintained rigid demand; second, the head enterprises resumed production and released the increment, and the supply was expected to be loose; third, the demand for terminal installation was weak, and the support for silicon material procurement was insufficient.
According to statistics, the domestic polysilicon output in June was about 92 thousand and 900 tons, an increase of 7.4%. According to the enterprise production scheduling plan, in July, four enterprises will have the incremental release of resumption of production, and another two enterprises plan to overhaul and reduce the load. It is expected that domestic polysilicon production will increase to about 100000 tons in July, with an increase of about 7.6% annually.
However, in the same period, the demand for silicon materials corresponding to the silicon wafer end was about 91,000 tons, and the market was still in a state of small accumulation.
Silicon Branch said that the current polysilicon market is still in the grinding stage of imbalance between supply and demand, and it is difficult to substantially improve the market operation in the short term.
However, there is a positive signal from the industrial policy level: on June 27, the new standard of "Energy Consumption Limit per Unit Product of Silicon Polycrystalline and Silicon Single Crystal" was officially released and will be implemented on January 1, 2027. The timely introduction and rapid landing of this standard have strengthened the market's expectation of clearing the relatively backward production capacity of technical indicators.
At the same time, the current price of polysilicon has been at the bottom of the cycle, and the policy signal will resonate with the market. Silicon Branch judges that the polysilicon industry is expected to take this as a starting point and gradually enter a new stage of stabilization, repair and healthy development.
浙公网安备33010802003254号