This week (1.11-15), the price of domestic polysilicon market rose slightly, and the bottom of the price rebounded. The price of domestic market and imported materials rebounded to varying degrees. According to the monitoring of business society, polysilicon rose by 1.28% this week. The main reason is that with the normal operating rate of enterprises, the downstream silicon material manufacturers focus on purchasing, and the market is pushed up under the influence of the booming supply and demand pattern. As of January 15, according to the monitoring of the business agency, the current domestic mainstream transaction price of polysilicon with grade I solar material is 55000-59000 yuan / ton, and the tax inclusive price of polysilicon in non China region is 65000-68000 yuan / ton
Since the middle of December last year, the price of polycrystalline silicon has bottomed out and continued to rise. In 2021, the market atmosphere is more positive. The prices of both domestic manufacturers and imported goods are on the rise. Although the range is not large, the pace of moderate rise has never stopped. The resonance is affected by the warming of single crystal, and the whole silicon industry has a long lost spring.
On the supply side, at present, the operating rate of domestic polysilicon manufacturers remains high. Up to now, about 11 domestic polysilicon manufacturers are in normal operation, and the market supply is relatively stable. However, the current high operating rate does not lead to stock accumulation. Generally, the orders of enterprises are well signed. Orders are basically signed in January, and some enterprises begin to sign new orders in February. In addition, in terms of demand, the downstream manufacturers are also accelerating the process of digestion in the near future. The operating rate of silicon wafer manufacturers has increased, and the procurement of silicon materials has increased. This mainly depends on the stability of the current demand. The downstream silicon wafer manufacturers, especially the single crystal silicon wafer, are in short supply.
In the near future, polysilicon will maintain a warming trend, and the operating rate of enterprises is expected to maintain a high level in the near future. Affected by the pre Festival purchasing volume of downstream silicon wafers, polysilicon may maintain a pattern of prosperous supply and demand. It is expected that the price of silicon materials will still have upward space due to the influence of early preparation of downstream goods before the festival.
Note: the above price includes tax
| Thiourea |