First, the price trend
of silicon materials last week, the average price of N-type polysilicon dense materials was 31600 yuan/ton, down 1.56% annually and 14.82% year-on-year; The average price of N-type granular silicon was yuan/ton 32000, down 0.93% annually and 9.86% year-on-year, and the mainstream silicon material price re-entered the downward channel. During the week, the operating rate of Sichuan, Yunnan, Qinghai and other major producing areas continued to rise, the supply increased steadily, the raw material inventory of downstream silicon wafer manufacturers was sufficient, the purchase price was seriously depressed, and the price of silicon materials declined again.
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 Dat ABM. Com
II, Demand and Price Outlook
Digital New Energy DataBM. Com data show that the TOPCon double-sided 182 photovoltaic module price index was 0.71 yuan/W last week, down 1.39% annually. The price index of TOPCon double-sided 210 PV modules was 0.71 yuan/W, down 2.74% on a month-on-month basis and up 7.58% on a year-on-year basis. The price index of TOPCon double-sided 210R PV modules was 0.72 yuan/W, down 1.37% on a month-on-month basis and up 9.09% on a year-on-year basis; The price index of HJT double-sided 210 photovoltaic modules was 0.73 yuan/W, which was flat. The prices of silicon materials, silicon wafers and solar cells have been reduced successively, and the cost support has been weakened. In addition, the demand for domestic ground power stations and distributed power stations is flat, and the downstream wait-and-see takes goods on demand. The pressure on manufacturers to ship goods is greater, which drives the quotation down.
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 fell slightly. The average price of Si4210 industrial silicon was 9407 yuan/ton, down 0.32% from the previous month, and the year-on-year increase narrowed to 0.7%. During the week, the supply side in the southwest region resumed production steadily, and the supply pressure increased; the demand side was relatively weak, the downstream just needed to replenish the warehouse, the spot transaction was light, and the price was weak and low. In terms of
polysilicon supply, the resumption of production of the three leading enterprises continued to advance, and some enterprises in Inner Mongolia, Xinjiang, Qinghai and other places had maintenance plans, but the overall capacity of resumption of production was greater than that of shutdown, and the supply maintained an increase. From the demand side, the silicon wafer manufacturers have sufficient inventory, the middle and lower reaches of the battery and component enterprises are in deep losses, the willingness to purchase raw materials is low, the daily production just needs to be maintained, the phenomenon of price reduction is more common, coupled with the high inventory level of the factory warehouse and the exchange, the pressure of price rise is heavy, we must see that the inventory is substantially degraded, and the price turning point can come. It is expected that the spot price of polysilicon will continue to fluctuate weakly next week (7.13-7.17).
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