Knee chop! Silicon prices fell 15 consecutive! As low as 60,000/ton

2023-06-21 15:02:38

Compared with the double-digit decline in the past month or so, this week's decline has been reduced by less than 10%.

On June 21, the Silicon Branch announced the latest price of solar grade polysilicon this week. Prices continued to fall, to 15 consecutive falls, the lowest price reached 60000 yuan/ton!

However, compared with the double-digit decline in the past month or so, this week's decline has been reduced to less than 10%.

Among them,

the transaction price of N-type materials was 70000-75000 yuan/ton, with an average of 73900 yuan/ton, and the average price decreased by 8.20% week on week. The transaction price of

single crystal recharging was 650-70 thousand yuan/ton, with an average of 68100 yuan/ton, and the average price decreased by 8.71% week on week. The transaction price

of monocrystalline dense materials was 630-68000 yuan/ton, with an average of 66400 yuan/ton, and the average price decreased by 8.29% week on week. The transaction price

of monocrystalline cauliflower was 6.00-6.5 million yuan/ton, with an average of 62.7 million yuan/ton, and the average price decreased by 9.78% week on week. Since the last stable quotation on February 22, the price of

silicon materials has continued to decline, falling by nearly 74% in four months, reaching the "knee cut", which can be called tragic. The Silicon Branch said last week that prices had fallen near the cost line and some companies had stopped production at a loss. The continuous collapse of

prices is related to the continuous release of new production capacity of silicon materials. On the demand side, due to the continuous overfall of prices, silicon wafer enterprises mostly take a wait-and-see approach, and their purchasing enthusiasm continues to decline. Under the pressure of both supply and demand, the price of silicon materials falls again and again.

However, although the price decline has narrowed, there is still no sign of stopping the decline, and the "bottom" is still too early to say.

In recent years, the new production capacity of silicon materials has been released since the second quarter, and the scale of production enterprises in the third quarter is still relatively large, which will continue to intensify the phenomenon of periodic oversupply in the polysilicon market, and the price war will become more and more intense. News related to

this week's silicon material project:

100,000 tons of physical polysilicon and photovoltaic industry chain project started

on June 16 in Helan Industrial Park, Yinchuan City, Ningxia. Geely's annual output of 100,000 tons of physical polysilicon and photovoltaic industry chain project (Phase I) formally entered the construction stage.

The project uses polysilicon physical purification method, which is the first successful large-scale industrialization technology of physical method in the world. It has the advantages of low energy consumption, high safety, low carbon footprint, green environmental protection and so on. The unit energy consumption is only 40% of the traditional method. The process technology has completely independent intellectual property rights.

All can be viewed after purchase
Correlation

Compared with the double-digit decline in the past month or so, this week's decline has been reduced by less than 10%.

2023-06-21 15:02:38

At present, China's cement industry is falling into the most severe industry dilemma since this century, and merger and reorganization is an important measure to solve the situation of "downward demand, excess capacity, involution loss". Based on the current situation of China's cement industry and the experience of overseas mature market integration, this paper prospects the trend, path and mode of China's cement market integration in the future, and analyzes the potential risks that may arise, and puts forward reasonable suggestions from the three levels of government, association and enterprise. It is expected that during the "15th Five-Year Plan" period, China's cement industry will take substantial steps in mergers and acquisitions, make new major breakthroughs, effectively enhance industry concentration, and compete in the market.