Last week (12.14-18), the price of domestic polycrystalline silicon stopped falling slightly, and the market gradually stabilized. The domestic market and imported material prices did not change much compared with the beginning of December. According to the monitoring of the business agency, the price of polysilicon rose or fell by 0% last week. The main reason is that although the operating rate of enterprises has increased and the supply remains stable, the market demand is slightly enlarged by the impact of centralized procurement before the festival.
In December, especially in the first ten days, the domestic polysilicon market continued the previous trend, and the price still fell, but since the middle of the year, the market gradually stopped falling. In terms of supply, at present, the operating rate of domestic polysilicon manufacturers has rebounded. Up to now, about 11 domestic polysilicon manufacturers have maintained about one maintenance or load reduction start-up. It is expected that they will resume production in the near future. The supply volume is still increasing compared with the previous period. Most enterprises’ inventory has no obvious upward trend and is still controllable. This is mainly due to the recent increase of downstream manufacturers In the process of rapid digestion, the purchase volume of silicon wafer manufacturers increased significantly compared with that in November, and the situation of enterprises signing orders continued. Most enterprises signed orders in December, and a few large factories began to sign new orders in January next year. This mainly depends on the stability just needed at present. According to the monitoring of the business agency, the domestic mainstream transaction price of polysilicon is 53000-55000 yuan / ton, and the non China price of polysilicon is 64000-66000 yuan / ton.
In the near future, the supply of polycrystalline silicon is relatively abundant, and the operating rate of enterprises is expected to reach a new high in the near future. However, affected by the downstream silicon wafer procurement increment, polysilicon may maintain the pattern of both supply and demand. Polycrystalline silicon is expected to be better, and the price is expected to recover.
Note: the above price is tax inclusive
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