Demand for photovoltaics has increased, and prices of silicon materials have gradually picked up!

This week, the price range of polycrystalline dense materials for domestic single crystal is between 7.2-7.6 million yuan/ton, and the average price is maintained at 74,800 yuan/ton (74.8 yuan/kg); the price range of polycrystalline loose material for ingots is 5.9- 6.3 million yuan / ton, the average price continued to rise to 61,700 yuan / ton (61.7 yuan / kg), a slight increase of 0.16% on a week-on-week basis.

The price of polysilicon market was stable overall this week, and some ingots were fine-tuned.

1) The main reasons for the price of polycrystalline dense materials for single crystals remain unchanged:

On the one hand, a large number of orders for single crystal materials were signed at the beginning of the month, and there were few new orders this week;

On the other hand, the proportion of dense materials for single crystals in some recent expansion enterprises has increased, and the supply has increased correspondingly as demand has increased. Therefore, the transaction prices of single crystal materials have been basically stable recently.

2) Ingot materials (polysilicon wafer materials) continue this week's fine-tuning trend, mainly still

On the one hand, there are optimistic expectations that the terminal needs to break out and the price bottoms out.

On the other hand, the supply and demand of the three major 10,000-ton enterprises have been greatly reduced, resulting in relatively tight supply and demand, so the transaction price of ingot materials continued to rebound slightly.

The inspection and repair time of three domestic 10,000-ton polysilicon enterprises is scheduled to be in early June, and there is no output in May. It will take some time from the resumption of production to the full production after the completion of maintenance in early June. Therefore, the output in June was slightly affected. From the perspective of domestic polysilicon supply and demand, the supply is in short supply in May-June, but the demand has not yet broken out. The price of polysilicon is limited in the short term, but in the context of the sharp increase in actual demand in the 3-4 quarter, the level of supply shortage will be Gradually expanding, polysilicon prices will have a relatively larger increase.

From the classification of polysilicon demand, the demand for single crystals is increasing at the same time as the demand for single crystals increases, but the increase rate of the supply ratio of domestic single crystal materials is far less than the expansion speed of downstream single crystal production capacity. Therefore, the polycrystalline silicon material for single crystal is used. The price trend will continue to rise steadily after a slow recovery. The price trend of polysilicon material for ingot is basically the same as that of single crystal polysilicon material. The price difference between the two will gradually shrink to less than 10 yuan/kg under the adjustment of demand and single crystal supply ratio.