This week (12.28-31), the domestic polysilicon market stabilized, and the price rebounded from the bottom. The domestic market and imported material prices rebounded to varying degrees. According to the monitoring of the business society, polysilicon rose or fell by 0.26% this week. The main reason is that as the operating rate of the enterprise maintains at the early stage, there is another polysilicon manufacturer for device maintenance, and the supply pressure is not big, but the market demand is slightly enlarged by the impact of centralized procurement before the festival.
After entering December, polysilicon has shown signs of bottoming out, and the market atmosphere is more positive in the middle and late ten days. The prices of both domestic manufacturers and imported goods are on the rise. Although the range is not large, affected by the recovery of single crystal, the whole silicon industry has a little positive market at the end of the year.
On the supply side, the operating rate of domestic polysilicon manufacturers remains at a medium to high level. Up to now, about 11 domestic polysilicon manufacturers have maintained 2 maintenance or load reduction operations. It is expected that production may resume in the near future, and the market supply is relatively stable. However, the current high operating rate has not led to stock accumulation behavior, and the inventory of most enterprises has no obvious upward trend, which is still acceptable Control, which is mainly due to the recent downstream manufacturers are also accelerating the process of digestion.
In the middle and late part of this year, the purchase volume of silicon wafer manufacturers increased significantly compared with that in November, and the situation of enterprise signing continued. Most enterprises signed orders in December, and a few large manufacturers began to sign new orders in January next year. This mainly depends on the stability of current demand. Downstream silicon wafer manufacturers, especially monocrystalline silicon wafer, are in short supply. Therefore, the market gradually inclines to polycrystalline silicon wafer, which drives the demand for some polycrystalline silicon materials. According to the monitoring of the business association, the current mainstream transaction price of polysilicon with grade I solar material in China is 53000-55000 yuan / ton, and the tax inclusive price of polysilicon in non China is 65000-66000 yuan / ton.
In the near future, polysilicon will mainly maintain the balance between supply and demand. In the near future, the operating rate of enterprises is expected to maintain a high level. However, affected by the pre Festival purchasing volume of downstream silicon wafers, polysilicon may maintain the pattern of prosperous supply and demand. It is expected that the price of polysilicon will rise before the lunar new year.
Note: the above price includes tax
| Thiourea |