Silicon Industry Branch: Polysilicon market transactions are limited, and silicon prices are loose

The Zhitong Finance App learned that on October 16, the Silicon Industry Branch released the Polysilicon Weekly Review. This week, the price weight was adjusted based on the actual output of the enterprise, and the average transaction price remained flat after accounting. Among them, the transaction price range for n-type rod-shaped silicon was adjusted to 3.70-44,000 yuan/ton, with an average transaction price of 41,700 yuan/ton; the transaction price range for P-type single crystal dense materials remained at 3.30-36,000 yuan/ton, with an average transaction price of 34,500 yuan/ton; the transaction price range for N-type granular silicon was adjusted to 360-37,500 yuan/ton, with an average transaction price of 37,300 yuan/ton.

The overall trading volume of enterprises was low this week, and the lowest price in the transaction price range was lowered, but since the volume accounted for a relatively small share, there was no impact on the overall average price. The number of companies that traded n-type silicon materials this week was 6, and there were no large-scale transactions for p-type silicon materials. The granular silicon order was relatively smooth. Overall, the average price remained stable, but there were also a small number of low price orders. According to information, due to a downward trend in the prices of mainstream downstream silicon wafer products, the raw material procurement process of silicon wafer companies has once again slowed down, mostly due to the consumption of raw material inventories. The price of the order currently in the execution phase remains at the original price, and there have been no price adjustments; the price of new orders has only been reduced on a small scale within some companies, and the prices of major manufacturers have remained stable.

Up to now, the number of enterprises in a state of maintenance or load reduction has been reduced to 12, 1 is gradually resuming normal production, and the production capacity of 1 newly put into operation is climbing. According to the company's production and operation status and production schedule, the silicon supply is expected to increase by about 3% this month, while the operating rate of silicon wafers increased by about 5% during the same period. The corresponding increase in demand for silicon materials is basically in line with the increase in supply. Currently, silicon prices are still mainly stable. The mainstream market has not yet negotiated to reach a consensus on price reduction, but downstream prices have shown a downward trend, and silicon stocks are relatively high in the industrial chain. It is expected that prices will not continue to be stable.