Break 50,000! Silicon material price rises again

On August 20, market news said that the price of polysilicon had risen again recently, and the price of N-type dense materials from some leading silicon factories had been adjusted to 52-53000 yuan/ton.

In addition, according to the verification of the digital new energy DataBM. Com, the quotation of N-type dense materials from a large factory in Qinghai on Tuesday has been raised again by 0.2-0.3 million yuan/ton to 51-52000 yuan/ton, and said that some transactions have been made, with the average transaction price reaching 49-50000 yuan/ton on the basis of the original 47-48000 yuan/ton.

In addition, a Xinjiang non-first-line silicon material enterprise disclosed to the Digital New Energy DataBM. Com that the N-type dense material quotation of the factory has also reached 50000 yuan/ton, but the transaction is relatively limited.

At the same time, on the afternoon of August 20, the Silicon Branch also updated the latest average transaction price of the silicon industry this week, and the price generally rose slightly by 0.03-0.15 million yuan/ton.

On the one hand, the six ministries and commissions jointly held a symposium on the photovoltaic industry to clarify the determination to further standardize the competition order of the photovoltaic industry . The market has released a positive signal of firm "anti-involution". On the other hand, polysilicon enterprises cooperate to limit production and sales , which relieves market pressure in terms of supply and demand.

Among them, in terms of production restriction, all polysilicon enterprises have plans to reduce production to varying degrees, the first two leading enterprises have the greatest reduction in production, and the reduction of start-up rate will directly lead to an increase in comprehensive costs. The regulation restriction of " not selling below the comprehensive cost" leads to the market expectation that the price will continue to rise. In terms of sales restriction, the shipment of silicon materials was restricted, which led to the continued reduction of polysilicon supply on the basis of production reduction, the mentality of "buying up and not buying down" under the expectation of price rise, and the demand for purchasing goods in downstream storage increased.