Supply continues to be tight, polysilicon prices rose nearly 10% in early June

According to the monitoring of business news agency, the price of domestic polysilicon market continued to rise this week. As of June 3, the weekly price of polysilicon grade I is expected to rise by 9.22%. At present, the price range is 108000-120000 yuan / ton.

This week, most polysilicon manufacturers operated stably. In addition to the maintenance of some polysilicon equipment of the previous two large factories in Xinjiang, a new polysilicon device was added to the maintenance state this week, which affected part of the output and led to the situation of market supply shortage. In the case of material shortage sentiment continues to heat up, the price rises naturally, and the prices of single crystal and polycrystal all rise by a strong margin. Although the price of long-term orders is locked, the price of loose orders is higher than one wave, and the price is generally high, which further pushes up the expectation of silicon rising. The price of domestic polysilicon is generally at the 110000 mark, while the price of imported polysilicon continues to rise this week. The average transaction price is over US $28 / kg, with scattered offers reaching US $31 / kg.

In terms of the downstream silicon chip, the price of silicon chip manufacturers increased again in early June, following the repeated increases in silicon chip prices last month. The mainstream price of polysilicon is 2.37-2.63 yuan / piece, g1170 μ M the mainstream price is 4.79-5.03 yuan / piece, M6 170 μ The mainstream price of M is 4.89-5.13 yuan / piece. The rising price of downstream silicon wafer resonates with the shortage of upstream silicon material, and the price continues to rise. The silicon wafer manufacturers are affected by the dry season in Yunnan, and the power rationing affects the output of the device, and the silicon material and silicon wafer are in a state of short supply.

In terms of terminal batteries and modules, due to the cost pressure, batteries also rose this week, but by a small margin. Due to the high price of upstream silicon materials and silicon wafers in the photovoltaic industry, the downstream battery manufacturers fell into the dilemma of shrinking profits and even losing money, and the downstream battery prices were forced to rise, but the price rise was affected by the decline in demand. From the downstream orders, the downstream procurement continued to slow down, Orders fell further in June.

According to the business association, there are too many silicon material manufacturers’ devices to be overhauled. In June, about three devices were overhauled or started with load reduction. The contradiction between supply and demand in the market intensified. Due to the shortage of silicon materials, the price of downstream silicon wafers may continue to rise, and the pressure on the cost side will be further transmitted to the downstream batteries and modules. However, at present, the downstream orders continue to shrink, and some overseas orders have been cancelled or delayed, so the pressure on the demand side may become greater and greater, which may suppress the upward pace of silicon materials to a certain extent, and the rise of silicon materials may slow down in the later stage.