According to the monitoring of the business agency, the domestic polysilicon market continues to rise this week, with the weekly increase of 6.25% of the primary polysilicon materials. Up to now, the price range is 80000-105000 yuan / ton. At present, the market has been rising for more than 3 months in a row, and it has been rising since the late February. As of May 13, polysilicon has risen by more than 50%. The main reason for the rise of silicon is that the shortage of supply has been sustained, and the rising price of downstream silicon wafer also supports the crazy silicon material.

As of this week, nine domestic polysilicon enterprises are producing and two major factories have been overhauling polysilicon equipment, which has affected some of the production. In May, the production of polysilicon has decreased compared with that in April, which has led to a more tight market supply. In the case of continuous warming of the lack of materials, the price of single crystal rises naturally, and the price of single crystal is rising sharply. When the price of May is negotiated at the end of April, the price of single crystal materials has risen to RMB 150000-160000 / T, and the price of single crystal is rising every week after the festival. On the week of September, the single crystal rose to RMB 160000 / T, and the price of bulk bill this week was reported to RMB 17000-18000 / ton. Driven by the domestic shortage of materials, the price of imported goods is also higher than that of the other. This week, the trading price of polysilicon materials rose to $21-22 / kg per kilogram, with scattered offers reaching $24 / kg.

In addition to the tight supply factors, the downstream silicon wafer manufacturers have increased the price round, which has also contributed to the upward trend of silicon materials. Since the late April, the central ring and Longji of leading silicon wafer enterprises have already adjusted prices in two rounds. On May 10, CIC again raised its silicon chip price, and the increase was 8-9%. Expectations of the rise in the lonky 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 full load, and the silicon chip output shrinks, further strengthening the expectation of silicon material rise.

However, from the terminal, due to the large area and large price increase of silicon materials and silicon chips in the upstream of photovoltaic industry, downstream battery manufacturers are in a dilemma of profit reduction and even loss of cost. The price of downstream battery chips is also forced to rise. However, the price increase will face the market price and demand slowdown. Considering the epidemic situation at home and abroad, the downstream components have limited bearing capacity, Some overseas orders have been delayed or cancelled.

Polysilicon analysts of business society believe that the situation of silicon shortage is difficult to change in the short term and the price is still in the expectation of rising. However, the surge of silicon and silicon chips upstream of the PV industry chain will affect the demand of terminal components. At present, the shrinkage of overseas orders can support this view. In the short term, silicon materials will still be high, but with the resumption of maintenance equipment, The superposition is affected by the reaction of demand slowdown, and the price of silicon will gradually return to rationality.