First, the price trend
of silicon materials last week, the average price of N-type polysilicon dense materials was 32100 yuan/ton, which was flat, down 6.69% year-on-year; The average price of N-type granular silicon was yuan/ton 32500, down 1.52% from the previous month, down 1.52% from the previous year, and the price of mainstream silicon materials was weak. During the week, the enterprises that stopped production during the wet season continued to resume production, the supply showed an incremental trend, the downstream silicon wafer manufacturers had sufficient inventory, just needed to purchase, the market transaction was tepid, and the price of silicon materials fluctuated weakly.
Figure 1: Price Trend
of N-type Polysilicon Compact Material Source: Digital New Energy DataBM. Com
Figure 2: Price Trend
of N-type Granular Silicon Source: Digital New Energy Dat ABM. Com
2, Demand and Price Outlook
Digital New Energy DataBM. Com data show that the price index of TOPCon double-sided 182 photovoltaic modules was 0.73 yuan/W last week, which was the same as last week. The price index of TOPCon double-sided 210 PV modules was 0.74 yuan/W, up 1.37% on a month-on-month basis and 10.45% on a year-on-year basis; the price index of TOPCon double-sided 210R PV modules was 0.74 yuan/W, flat on a month-on-month basis and 10.45% on a year-on-year basis; The price index of HJT double-sided 210 photovoltaic modules was 0.73 yuan/W, which was flat. Terminal power station market construction slowed down, wait-and-see sentiment was strong, procurement was more cautious, transaction was relatively low, there was a lack of demand in the short term, and the price of batteries and components was weak and stable.
Table 1: Last Friday's Photovoltaic Module Price Index (CPMPI)
Data Source: Digital New Energy DataBM. Com
Figure 3: Trend of
Photovoltaic Module Price Index in the Past Month Data Source: Cement Big Data (HTTPS ://data. Ccement. Com/)
Last week, the price of industrial silicon fell slightly. The average price of Si4210 industrial silicon was 9437 yuan/ton, down 0.53% from the previous month, and the year-on-year increase narrowed to 2.95%. Southwest manufacturers steadily resumed work during the week, downstream demand for polysilicon, silicone and aluminum alloy did not change significantly, market pessimism spread, the futures market was five consecutive negative, and the spot market was weak downward. In terms of
polysilicon, from the supply side, combined with the production scheduling plan of major manufacturers in July, it is expected that the release of supply is greater than contraction, and the pressure on production will continue to increase. In terms of demand, the renewable energy consumption policy recently issued by the national ministries and commissions will boost the demand for photovoltaic installed capacity in the medium and long term, but the transmission is relatively slow in the short term, and the impact is not significant. On the futures side, the market returned to rationality, and the futures price shocks were weak under the guidance of weak expectations. On the whole, the output in July maintained an increase, and the demand lacked a favorable driving force. It is expected that the price of polysilicon will fluctuate weakly next week (6.29-7.3).
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