This week (3.6-10), domestic polysilicon was mainly stabilized, the price of imported goods was slightly lower, and the price of domestic materials was the same as that quoted last week. According to the monitoring of Business News Agency, the weekly rise and fall rate was 0%. At the end of the week, the main stream range of single crystal densification with the model of Class I solar energy reached the range of 20.0-22.5 million yuan/ton.
On the supply side, the supply side has not changed much, and the enterprise operating rate has maintained a medium-high level. The manufacturer’s shipment volume remained stable, and the inventory pressure was low. The number of orders signed by large factories continued to follow up this week, and new orders were signed in April. As the price of downstream silicon wafers is weak, the bargaining power of silicon manufacturers is weakened, and the price of large silicon manufacturers mostly maintains the price level of last week, and may maintain interval adjustment later.
From the perspective of downstream silicon wafers, the price of Longji, a large silicon wafer manufacturer, increased by 4-5% last Friday, but the quotations of small and medium-sized silicon wafer manufacturers still did not improve. There was room for decline in the import supply of some models, and domestic silicon wafers remained stable. The main reason is that downstream battery cells and components generally resist the influence. The mainstream price of the mainstream model single crystal M10 is stable at 6.2 yuan/piece, and the mainstream price of G12 is stable at 8.2 yuan/piece. Downstream demand remained just in demand, and the operating rate of silicon wafer manufacturers remained at a medium level, with a slight slowdown in the supply, and silicon wafers remained weak in the short term.
From the perspective of battery chips and components, the price of battery chips stabilized this week, and the market stopped falling, mainly because the upstream silicon chips stopped falling and stabilized, and the battery profit space was limited. The mainstream transaction price of single crystal M10 battery chip was about 1.08 yuan/W, which was stable compared with the previous week and decreased by 0.02 yuan compared with the end of the previous month. The mainstream transaction price of G12 battery chips is about 1.08 yuan/W, which is the same as last week. The price of downstream components is mainly stabilized. Maintain the quotation level last week. The demand for terminal installation has not improved significantly. At present, the market is still playing upstream and downstream games.
Future forecast: The polycrystalline silicon analysts of the Business Agency believe that the current photovoltaic industry chain has entered a consolidation pattern, especially the weak growth in the downstream. The high costs in the upstream generally bring pressure to the downstream, and the price of silicon materials is difficult to improve much. Continued weak consolidation.
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