According to SunSirs monitoring, the domestic polysilicon market prices continue to rise this week, polysilicon level one material week up to 6.25%, so far the price range in 80000-105000 RMB/ton. At present, the market has been rising for more than three months in a row. Since the end of February, the market began to rise. As of May 13, polysilicon has increased by more than 50%. The main reason for the rise of silicon materials is the continuous shortage of goods. In addition, the successive price increases of downstream silicon chips also support the crazy growth of silicon materials.
By the end of this week, nine domestic polysilicon enterprises were in production, and the polysilicon equipment of two large factories had been overhauled, which affected part of the output. Compared with April, the polysilicon output decreased in May, resulting in a more tight market supply. As the shortage of raw materials continues to heat up, the price of a single crystal rises naturally, and the price of a single crystal rises sharply. At the end of April, the price of single-crystal materials rose to 150000-160000 RMB/ton when we negotiated the price in May. Moreover, it rose every week after the festival. In the week of the 9th, the price of a single crystal rose to 160000-170000 RMB/ton, and this week's loose bill price was 170000-180000 RMB/ton. Driven by the lack of materials in China, the price of imported goods is also rising one after another. This week, the transaction price of polysilicon materials rose to the US $21-22 / kg, with scattered offers reaching US $24 / kg.
In addition to the tight supply factors, the successive price increases of downstream silicon chip manufacturers also contributed to the upward trend of silicon materials. Since late April, the leading silicon chip enterprises, Zhonghuan and Longji, have adjusted their prices for two rounds. On May 10, CIC again raised its silicon chip price, and the increase was 8-9%. Expectations of the rise in the Longji silicon chip have also been strengthened. The insufficient output of silicon material affects the normal production of downstream silicon chips. In addition to the supply quantity guaranteed by the long association of large factories, most small and medium-sized silicon wafer manufacturers can not start a full load, and the silicon chip output shrinks, further strengthening the expectation of silicon material rise.
However, from the terminal point of view, due to the large-scale and large-scale price rise of silicon materials and wafers in the upstream of photovoltaic industry, the downstream battery manufacturers are in the dilemma of shrinking profits and even losing money, and the downstream battery prices are forced to rise, but the price rise is faced with no market and slowing down demand. Considering the overseas epidemic, the bearing capacity of downstream modules is limited, Some overseas orders have been delayed or canceled.
The polycrystalline silicon analysts of SunSirs believe that in the short term, the shortage of silicon materials is difficult to change, and the price is still expected to rise. However, the soaring trend of silicon materials and silicon wafers the upstream of the photovoltaic industry chain will affect the demand for terminal modules, at present, the shrinkage of overseas orders has confirmed this view. In the short term, silicon material will still be high. However, with the resumption of maintenance equipment and the reaction of slowing demand, the price of silicon material will gradually return to rationality.
