Since the beginning of August, the price of polycrystalline silicon has continued to rise due to factors such as tight supply and enlarged purchase volume of downstream silicon wafer manufacturers. According to the monitoring of the business agency, as of August 17, the price of polysilicon has increased by 38.85%. At present, the domestic market quotation of polysilicon solar grade primary materials has reached the price range of 60000-65000 yuan / ton, and the price of imported materials has also reached the range of 65000-70000 yuan / ton.
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According to the statistics, since July to 20, the supply of polysilicon in domestic market has been reduced gradually compared with that in July. As of August 17, at present, four of the 11 domestic polysilicon enterprises are in the process of maintenance. Since July, Xinjiang Daquan, Xinte energy and Dongfang hope have been overhauling and have not recovered. In August, another Asian silicon industry was added. At present, the maintenance volume is still at a relatively high level, and the supply is more tense. At present, the maintenance devices of manufacturers are mainly concentrated in Xinjiang, and it is estimated that domestic supply will only decrease but not increase month on month in August. It is understood that at present, traffic control is still implemented in Xinjiang. The transportation cost of polysilicon has risen sharply, and the labor cost has increased sharply. Under the situation of tight supply, it can be said that it is worse than before, which has largely supported the high price of polysilicon.
In terms of import sources, the price of imported silicon materials also continued to push up, further impacting the domestic market. At present, the devices of Wacker in Germany and OCI in Malaysia have not been fully recovered. Last week, it was reported that there was a factory accident in Wacker, Germany. It is estimated that it will take time for the production capacity to fully recover, and the supply of imported materials will continue to be tense. Combined with the impact of the devaluation of the US dollar, the price of polysilicon import materials also rose significantly, which has increased by more than 10000 yuan / ton compared with the same period last month. On the whole, tight supply is the direct reason for the soaring price of polysilicon.
In addition, the purchase volume of downstream silicon wafer manufacturers also plays a role in boosting the flames. Since July, the photovoltaic industry has continued to warm up. On the one hand, affected by the national policy, the infrastructure sector has made efforts, and photovoltaic also belongs to the beneficial sector. The downstream silicon wafer manufacturers have also entered into a period of continuous production in the second half of the year. With the increase of procurement volume, the supply of silicon materials is in short supply, and the price of silicon wafers is also rising. However, the rapid rise of the cost in the middle and upper reaches of photovoltaic has a serious impact on the terminal cells. According to the industry reaction, the price of polycrystalline battery chip has also increased, but due to the terminal demand, the increase is not obvious. However, the cost pressure is gradually transmitted to the terminal. Affected by the sharp increase of cost pressure brought about by the silicon material explosion, the downstream is suffering. Before that, some industry leaders have spoken out, calling for how to deal with the silicon material price rise crisis. On the whole, the current rise of silicon materials is mainly driven by the tight supply, the terminal demand is rising moderately, and the scale of newly added domestic installed capacity is rising steadily, but the growth rate is not obvious, and the demand is still without qualitative leap. In addition, affected by the overseas epidemic situation, the export situation is also not optimistic. It is expected that the export data in July and August will not change much. According to the business association, the supply of polysilicon is still in a tight situation in the next three quarters, and the price may continue to rise. However, with the end of the maintenance period of the device approaching and the gradual recovery of overseas units, the situation of polysilicon supply shortage is expected to ease in the medium term, and the price will gradually return to rationality.
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