This week, the domestic polycrystalline silicon market continued to rebound, continuing its upward trend last week. According to the Commodity Market Analysis System of Business Society, polycrystalline silicon rose 0.82% this week. At present, the mainstream range of single crystal dense materials with a model of first grade solar energy is maintained at 70-85000 yuan/ton.
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On the supply side, the production of silicon material manufacturers has significantly decreased, mainly due to the impact of power restrictions on their devices, resulting in a decrease in operating rates and a natural impact on production. In addition, although the new production capacity of silicon materials has been gradually released, the increment is limited, and the overall inventory is at a low level; The short-term shortage of silicon materials remains relatively tight, which is also the main reason why silicon material prices can continue to rise. At present, most silicon material companies have signed long-term orders for next month, and some individual orders continue to rise slightly due to tight market supply; Downstream silicon wafers have seen a rebound in demand for silicon materials.
From the demand side, the downstream silicon wafer production rate is normal, which brings stable incremental demand for silicon materials. The recent high temperature power restrictions have little impact on the actual output of silicon wafers. Silicon wafer companies operate at high operating rates, resulting in an increase in silicon wafer inventory, which may hinder prices in the later stages; From the perspective of terminal demand, there is no significant increase in the procurement demand for silicon wafers in the battery and component sectors; And the export sector still faces uncertain prospects. This may result in the price increase of silicon material being difficult to maintain for too long.
Future forecast: In the near future, the silicon material market may still remain relatively rigid and strong, but demand has not improved significantly. Therefore, the tight supply of silicon materials may gradually ease, and there is little possibility of retaliatory rebound in the future. Polycrystalline silicon analysts from Business Society believe that prices are expected to maintain a narrow adjustment pattern in the near future, with a slight increase as the main focus.
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