First, the price trend
of silicon materials last week, the average price of N-type polysilicon dense materials was 32100 yuan/ton, the ring ratio was flat, down 7.49% year-on-year; The average price of N-type granular silicon was yuan/ton 32300, down 0.62% from the previous month , down 2.12% from the previous year, and the price of mainstream silicon materials fluctuated weakly. During
the week, the operating rate of Sichuan, Yunnan and other major production areas rebounded significantly, the demand elasticity of downstream silicon wafer manufacturers was poor, the output declined, the inventory of factories and exchanges accumulated, and the price of silicon materials fluctuated weakly.
Figure 1: Price Trend
of N-type Polysilicon Compact Material Source: Digital New Energy DataBM. Com
Figure 2: Price Trend
of N-type Granular Silicon Source: Digital New Energy Da According to the data of taBM. Com
II, Demand and Price Outlook
Digital New Energy DataBM. Com, the price index of TOPCon double-sided 182 photovoltaic modules was 0.72 yuan/W last week. The price index of TOPCon double-sided 210 PV modules was 0.73 yuan/W, down 1.35% on a month-on-month basis and up 10.61% on a year-on-year basis; The price index of TOPCon double-sided 210R PV modules was RMB0.73/W, representing a decrease of 1.35% on a month-on-month basis and an increase of 10.61% on a year-on-year basis; the price index of HJT double-sided 210 PV modules was RMB0.73/W, which was flat on a month-on-month basis.
At present, the construction pace of ground power stations is slowing down, the new installed capacity of distributed power stations is less than expected, the overall demand of terminals is flat, the downstream customers are in a strong wait-and-see mood, only maintaining a small amount of purchases on demand, the inventory of manufacturers is high, and the price is loose and downward.
Table 1: Last Friday's Photovoltaic Module Price Index (CPMPI)
Data Source: Digital New Energy DataBM. Com
Figure 3: Trend of
Photovoltaic Module Price Index in the Past Month Data Source: Cement Big Data (HTTPS ://data. Ccement. Com/)
Last week, the price of industrial silicon was temporarily stable at a low level. The average price of Si4210 industrial silicon was 9437 yuan/ton, flat on a month-on-month basis, and the year-on-year increase narrowed to 1.75%. During the week, with the further decline of electricity price in the wet season, the construction of Sichuan-Yunnan region ushered in a small climax, the downstream demand was tepid, no significant change, but the stock was sufficient, the market was deadlocked, and the spot market was temporarily stable. In terms of
polysilicon, the supply-demand relationship has not changed significantly for the time being, and the weak basic pattern will continue in the short term. Recently, the Ministry of Industry and Information Technology, the National Development and Reform Commission and the General Administration of Market Supervision jointly issued "Energy Consumption Quota for Silicon Single Crystal Unit Products", "Energy Efficiency Limit Value and Energy Efficiency Grade for Crystalline Silicon Photovoltaic Modules and Inverters", "Energy Consumption Quota for Silicon Polycrystalline and Germanium Unit Products" covering silicon materials, silicon wafers, components and inverters. Promote the industry to shift from price competition to low energy consumption and high efficiency competition, and provide standard guidance for the clearance of inefficient production capacity. Or affected by this, polysilicon futures contracts have risen to a certain extent, but have little impact on the current market fundamentals. It is expected that the spot price of polysilicon will continue to fluctuate weakly next week (7.6-7.10).
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