This week, the transaction price of N-type silicon materials ranged from 70 to 78 thousand yuan/ton, with an average transaction price of 73 thousand and 900 yuan/ton, down 1.73% from the previous month. The transaction price range of monocrystalline dense materials was 63-68000 yuan/ton, and the average transaction price was 66400 yuan/ton, down 2.21% from the previous month. Polysilicon prices fell slightly this week, with a decline of no more than 3%, while P-type silicon materials fell slightly more than N-type silicon materials. According to this transaction, the NP price difference is 0.56 million yuan/ton, basically flat last week, and there is a trend of gradual narrowing.
This week, there are a large number of enterprises trading, 6 enterprises trading in N-type silicon materials and 9 enterprises trading in P-type silicon materials. The vast majority of enterprises have a certain scale of transactions, a small number of enterprises have only a small number of transactions, and some enterprises have signed orders in November. From the perspective of trading volume, this week's N-type trading volume is slightly higher than P-type, and the signing situation in November has improved significantly compared with last month. The reasons
for the price changes are as follows: On the one hand, the operating rate of silicon wafer enterprises has rebounded slightly, the prices of silicon wafers and components have basically touched the cost, and the prices are close to stability. Although the downstream demand for silicon materials is still at a low level, it has improved. On the other hand, the spot price of industrial silicon has dropped slightly recently, the purchase cost of raw materials for silicon enterprises has been reduced, and the cost pressure of production has been weakened. However, at present, the supply of polysilicon is more than demand, the inventory continues to accumulate, and the market price is still in the downward range. Generally speaking, the transaction price of first-line large factories is relatively stable, but there are some cases of price adjustment of pre-orders, and there are also a very small number of low-price concession orders. However, the price of second-tier manufacturers is relatively loose, the price ability is weak, and more active choices are made to accept the market price.
As of this week, there are 17 domestic polysilicon production enterprises, of which 2 are under normal maintenance, which has a certain impact on production. In the short term, as most of the orders have been signed this month, it is expected that the price will change in a small range in the middle of the month, and there will be a substantial price adjustment in the centralized signing period at the end of the month and the beginning of the month. According to the production schedule and downstream demand of enterprises, the output forecast for November was adjusted to 145000 tons , an increase of about 6% annually.
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