On July 15 and 17, the Silicon Branch released the latest prices of silicon materials and silicon rods this week. Compared with last week, the prices of silicon materials and silicon rods fell again this week.
This week, the average transaction price of N-type re-feeding (rod-shaped silicon) was 32500 yuan/ton, down 0.61% from the previous month; The average transaction price of N-type granular silicon was 31700 yuan/ton, down 0 from the previous month.
It is worth noting that since March this year, more than 43%.
The supply side showed a trend of differentiation. Although the resumption of production by leading enterprises led to a steady increase in production, it was offset by the overhaul of individual enterprises, and the overall increment was limited. According to the comprehensive production schedule, the production of polysilicon will continue to grow in July, and the pattern of loose supply remains unchanged. On the
demand side, affected by the arrival of terminals, the operating rate of silicon wafers is low, the willingness to purchase silicon materials is insufficient, the contradiction between supply and demand in the industry still exists, and the inventory continues to accumulate.
The Silicon Branch said that in general, the current situation of high inventory and weak demand has not been substantially reversed, and the polysilicon market is still in the grinding stage of supply and demand game. However, the space for prices to continue to decline is relatively limited : the deep drop in prices has made the bottom characteristics increasingly clear, and the consensus of enterprises to support prices has gradually formed ; the new policy of superimposed energy consumption has accelerated the clearance of backward production capacity, and the policy underpinning effect has been continuously released. It is expected that the market will complete the structural adjustment in the bottom shock, and the follow-up repair can be expected. In terms of
silicon wafer prices, this week, the average transaction price of N-type G10L monocrystalline silicon wafers was 0.85 yuan per piece, down 2.30% from last week ; The average transaction price of N-type G12R monocrystalline silicon wafers was 0.95 yuan/piece, down 1.04% from last week ; The average transaction price of N-type G12 monocrystalline silicon wafers is 1.14 yuan per piece.
According to Digital New Energy DataBM.
Looking ahead, the downstream demand continues to be sluggish, and the market purchases are mainly low-price, small-batch and sporadic orders, while the overall price of the photovoltaic industry chain is declining. Market pessimism is strong. The Silicon Branch expects that the silicon wafer market will remain weak in the short term under the circumstances of weakening cost support and weak demand.
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