Polysilicon price remains stable at a high level, and there may be a risk of callback under the game of high cost and low demand

According to the monitoring of business news agency, the domestic polysilicon market stabilized this week. As of June 25, the price of polysilicon rose or fell by 0 every week. At present, the price range is 108000-130000 yuan / ton.

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This week, most polysilicon manufacturers have been operating stably. Two polysilicon plants in Xinjiang have been overhauled, and one in Inner Mongolia has been overhauled temporarily. At present, the output affected is not big, and the market supply is still tight. It is expected that some plants will resume supply at the end of this month, and the pressure of tight market supply will be relieved to some extent.

From the perspective of downstream silicon chips, due to the sharp rise of silicon chips in the early stage and the further decline of downstream battery operation rate, the silicon chip shipment is not smooth, and the inventory pressure of single crystal silicon chips is increasing. Recently, due to the inventory pressure, the announcement price of central has slightly callback, and the transaction price of M6 silicon chips on the market has fallen to the range of 5.05-508 yuan / chip. The pressure of polysilicon chip’s callback is great. Due to the sharp rise before, the current price is falsely high. This week, the market price has dropped to 2.3-2.4 yuan per chip. On the other hand, with the end of old orders, new orders decline, leading to the price of silicon chip to maintain a weak pattern. On the whole, the price of this week remained at the level of last week, and some models were mainly reduced slightly.

In terms of terminal batteries and components, affected by the upstream price rise, the purchasing volume of batteries and components declined, the operating rate of battery manufacturers also declined significantly, and the price has begun to show a downward trend. However, due to the continuous high and firm price of upstream products, the possibility of further price decline of batteries and components in the later stage is very small.

According to the business association, at present, there are too many maintenance devices in silicon material manufacturers, and the market supply is still tight, which is also the fundamental reason for the continuous high level of silicon material. However, with the terminal suffering from high cost, in order to ensure the profit margin, the operating rate has been declining again and again, and the upstream and downstream game is still continuing. It is expected that with the resumption of production by domestic maintenance manufacturers from the end of June to the beginning of July, the shortage of silicon material supply may be alleviated, It also does not rule out the possibility of polysilicon prices falling.

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