Intelligence
Polysilicon Market Activity Increases and Non-mainstream Small Order Prices Explore Higher
2024-08-01 17:42

This week polysilicon prices overall remained stable, some small single transaction price tan long. N-type rod silicon transaction price is 3.80-4.30 million yuan / ton, the average price of 4.00 million yuan / ton. Monocrystalline dense polysilicon transaction price has a range of 3.30-3.60 million yuan / ton, the average price of 343,000 yuan / ton. N-type granular silicon transaction price has a range of 3.60-3.70 million yuan / ton, and the average price of 3.65 million yuan / ton. From the transaction situation, this week, part of the transaction price of n-type bar silicon and p-type bar silicon increased. But due to the limited volume of transactions, and the downstream wafer purchasing price is not significantly adjusted, so the high price of this week's transactions have been adjusted, and the average price of transactions remained unchanged.

This week, there are 3 enterprises with transactions in n-type bar silicon, and 2 enterprises with transactions in p-type bar silicon. Recently, the period of the current business to the silicon enterprise inquiry frequently, thus the market is active. So this week more companies choose to raise the foreign offer, but before the specific rules of the exchange has not yet been announced to the public, the current business wait-and-see mentality is more obvious. The actual purchase of a smaller amount of mainstream silicon material this week and the impact of the average price of the transaction can be ignored for the time being.

From the demand side, the recent silicon wafer start rate has slightly rebounded, and the demand for silicon material has signs of recovery. Each wafer enterprise retained a certain amount of silicon inventory, which basically can maintain its normal production ranging from 1-2 months. So the probability of the recent silicon procurement will not be a significant increase. In addition, the recent futures business layout futures listing preparations, and it is intensify to buy goods to build positions. Comprehensive above,  the main demand for silicon material in the near future growth and price growth lies in the futures business, and silicon wafer enterprises in the short term will remain on-demand procurement status.

As of this week, the number of China polysilicon enterprises in production is 19, and that in a state of overhaul is 14. Part of the enterprise overhaul gradually finished and it is expected that in August there will be 2 enterprises to enhance a certain production load. So the overall scheduling of production will be adjusted back to 14-15 million tons.

Source: https://mp.weixin.qq.com/s/0H-LQjDX6NDCHuhy44sSBw

 
Tags:polysilicon , silicon wafer
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