According to the monitoring of the business community, the domestic polysilicon market has warmed up this week. As of August 12, the polysilicon price has increased by 2.58%, and the current price range is 100000-125000 yuan / ton.
This week, the units of most polysilicon manufacturers operated stably. The orders of large silicon material manufacturers in August were generally signed, and most began to sign orders in September. At present, the routine maintenance of two sets of units in Xinjiang and Jiangsu has affected part of the output. The output of silicon material is slightly lower than that of the previous month, and the supply is slightly tight, which is the main factor supporting the rise of silicon material price.
In terms of downstream silicon wafers, the price of central silicon wafers increased comprehensively this week, significantly higher than the quotation announced on July 17. The quotation of G1 silicon wafers was 4.62 yuan, up 0.26 yuan; The quotation of M6 silicon wafer was 4.98 yuan, up 0.44 yuan; The quotation of G12 silicon wafer was 7.97 yuan, up 0.44 yuan. This also brings greater price expectations for Longji. The rise of silicon wafer has largely shared the pressure on the pushing up cost of silicon material.
In terms of terminal batteries and components, affected by the rise in raw material prices, it also pushed up the prices of batteries and components. On the one hand, the expectation of price rise stimulated some demand; On the other hand, the export performance picked up, especially in India. Driven by the centralized installation demand, overseas orders increased. Upstream and downstream linkage, and prices rose steadily. The price of polycrystalline battery and single crystal M6 battery increased significantly.
According to the business society, the recent fundamentals of silicon material are good, the supply pressure is not large, and the demand is significantly better than that of the previous month, especially the steady increase of overseas demand and the increase of orders have a significant boost to the price. However, with the resumption of the plant in the maintenance period in the latter ten days, the silicon material supply will increase and the estimated price will stabilize.
| POLYVINYL ALCOHOL |