At the beginning of the week, domestic polysilicon market maintained a downward trend last week, and today’s market price fell steadily. At present, the operating rate of domestic polysilicon manufacturers has rebounded. Up to now, about three polysilicon manufacturers have been maintaining maintenance or load reduction. The production capacity in Xinjiang has been gradually restored, and the supply has slightly increased compared with the previous period. In addition, according to relevant information, the Sichuan plant suffered floods before, which led to plant shutdown. Last week, the plant was able to produce qualified materials, which also brought about an increase in market supply. There is an increasing trend in enterprise inventory. From the demand point of view, the downstream signing situation is general, large factories have signed new orders in November, and a few large factories have signed contracts. According to the monitoring of the business agency, the domestic mainstream transaction price of polysilicon with the model of first-class solar material is 60000-70000 yuan / ton.
In the near future, polysilicon manufacturers this week no new device maintenance news, supply is still relatively abundant. In addition, whether the current contradiction between supply and demand can be balanced depends on the situation of terminals and exports. Due to the severe overseas epidemic situation, it is expected that export may bring pressure. Under the premise of stable domestic demand, the support of silicon materials will be reduced to a certain extent, which will add a lot of goods from OCI in South Korea. It is expected that polysilicon materials will still have a downward trend in the near future.
Note: the above price is tax inclusive
| POLYVINYL ALCOHOL |