This week (11.13-17), the domestic polycrystalline silicon market stopped falling and stabilized. According to the Commodity Market Analysis System of the Business Society, the fluctuation range of polycrystalline silicon is 0. At present, the mainstream range of single crystal dense materials with a model of first grade solar energy has dropped to 60-70000 yuan/ton.
On the supply side, silicon material manufacturers maintain a reasonable level of operation, and new production capacity is gradually released, achieving mass production. Domestic supply is stable, and the market is in a process of destocking. The overall production of silicon materials this month has slightly increased compared to last month, and the supply pressure has slightly eased. Moreover, silicon material manufacturers are slowing down their shipping speed, making it difficult for their prices to improve and maintain a low operating level.
From the perspective of downstream silicon wafers, the operating load of silicon wafer enterprises remains low, mainly due to the inventory backlog of manufacturers in the early stage and the slowdown in downstream procurement. The inventory level of silicon wafers continues to operate at a high level to continue digesting inventory. Currently, the inventory level is gradually returning to a reasonable level, and the procurement intensity may rebound in the later stage. The quotation for silicon wafers remained unchanged this week and remained unchanged from last week. The mainstream transaction price of the M10 single crystal silicon chip is 2.40 yuan per chip; The mainstream transaction price for G12 single crystal silicon wafers is 3.40 yuan per chip.
From the perspective of terminal demand, the prices of battery cells and components continue to hang upside down, with battery cell prices mainly stabilizing this week. The average price of single crystal M10 battery cells is 0.46 yuan, while the average price of G12 battery cells is 0.52 yuan. Although the domestic installation rate is basically stable, external orders have decreased and overall terminal demand has slowed down.
Future forecast: Polycrystalline silicon analysts from Business Society believe that the silicon material market will continue to maintain a destocking mode in the short term, but the inventory pressure of manufacturers will gradually be eased, and the decline in the future will further narrow. Due to insufficient demand increment, weak operation may continue to dominate in the later stage.
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