According to the business news agency, the domestic polysilicon market fell slightly this week. As of July 9, the weekly price of polysilicon dropped by 0.74%, and the current price range is 105000-130000 yuan / ton.
This week, most polysilicon manufacturers are running stably. At the end of June, a production plant in Xinjiang resumed work, and the supply pressure was slightly relieved. At the end of this week, a plant in Inner Mongolia also resumed work. At present, only one plant in Xinjiang is still in the maintenance period, which is expected to last until August. The later supply of silicon materials will remain stable, which helps to relieve the pressure on the downstream purchasing end.
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. This week, the downward pressure on silicon chips is obvious, especially the price of polycrystalline silicon chips has decreased greatly. As for the monocrystalline silicon wafer, after the announcement of price reduction in central last week, other silicon wafer manufacturers followed up one after another and mainly delivered at a reduced price. This is mainly due to the obvious wait-and-see attitude of terminal battery enterprises when purchasing silicon wafers, and the overall market volume is gradually declining, which forces the price of silicon wafers down.
In terms of terminal batteries and components, due to the high price of raw materials, the downstream profits are meager, the purchasing volume of batteries and components is declining, the operating rate of battery manufacturers is also significantly declining, and the price of battery chips continues to decline. This week, the price falls below the level of 1 yuan, which leads to a worse market outlook and a vicious circle. The purchase of some large component manufacturers has been suspended, and the purchase speed of small and medium component manufacturers has also slowed down. At present, there are only a few transactions in the price of battery chips, and the market generally expects a lower price.
According to the business association, at present, the silicon material manufacturers are returning to work one after another, and the supply pressure is obviously alleviated. With the decrease of downstream purchasing intention, the trading volume also shows a downward trend. We can’t rule out the possibility of higher inventory of silicon material manufacturers in the later stage. The shortage of supply may turn into abundant supply. It is expected that the market will still have room for further decline.
| http://www.lubonchem.com/ |