According to the monitoring of business society, the domestic polysilicon market continued to rise this week (9.6-9.10). As of September 10, the polysilicon price rose by 1.70%. At present, the price range of polysilicon material is 107000-138000 yuan / ton, and the single crystal material has exceeded 210000 yuan.

It can be seen from the weekly histogram of polysilicon monitored by business society that polysilicon has been rising continuously in recent 5 weeks, and the increase has slowed down this week.

From the supply side: this week, the supply of polysilicon was stable, and all enterprises in production operated normally. The orders of large silicon material manufacturers were signed in September, and some large manufacturers signed new orders in October. With the completion of preliminary unit maintenance, the output of silicon material hit the bottom in mid August, and then the supply continued to increase. This week, the output was also at a relatively high level in history, but the downstream silicon wafer supply was tight, the demand was enlarged, and the market performance was relatively balanced.

From the perspective of silicon wafers in the middle link of the industrial chain, silicon materials continue to operate at a high level, and the cost leads to an overall rise in the price of downstream silicon wafers. However, the performance of silicon wafer was relatively stable this week, and the price continued the trend of last week. However, under the condition of active market trading, there are rumors that enterprises are brewing a new round of price rise, and the market needs to be further observed.

On the demand side, in terms of terminal batteries and components, due to the continuous rise in the prices of upstream raw materials silicon and silicon chips, the cost also drives the prices of battery chips and components. The price of battery chips has little change this week, mainly because under the high cost pressure, many front-line component manufacturers slow down the purchase of battery chips and focus on OEM and double distribution, and the price of polycrystalline battery chips is approaching the critical point, Rising performance is weak. With the gradual slowdown of procurement, the price of battery chips began to loosen. It is expected that there will be reverse phagocytosis on the upstream silicon material in the later stage.

Business society believes that at present, the photovoltaic industry chain continues to operate at a high level and the price continues to move upward. However, at present, the rise of silicon material is slowed down due to the slowdown of downstream demand. It is expected that the market price will operate at a high point in the near future, but there is great upward pressure in the later stage.