On August 3, the silicon branch of China Nonferrous Metals Industry Association announced the latest price of solar grade polysilicon.
Data display:
The mainstream transaction price of single crystal re feeding is 300000-31000 yuan / ton, with an average of 302200 yuan / ton and an increase of 1.55% over the previous week.
The mainstream transaction price of single crystal compact materials is 298000-308000 yuan / ton, with an average of 300000 yuan / ton, and a week-on-year increase of 1.52%.
The mainstream transaction price of single-crystal cauliflower materials was 295000-306000 yuan / ton, with an average of 297200 yuan / ton, with an increase of 1.54% over the previous week.
Since the beginning of 2022, the price of silicon material has remained unchanged for only three weeks, and the other 25 quotations have all increased. According to relevant experts, the phenomenon mentioned earlier that “the inventory of silicon material enterprises is still negative and the demand for long orders cannot be met” still exists. This week, most silicon material enterprises mainly carry out the original long orders, and the previous low-price transactions no longer exist. The minimum transaction price of various silicon materials has increased by 12000 yuan / ton, which is an important reason for the increase in the average price.
In terms of supply and demand, according to the information previously released by the silicon industry branch, due to the recovery of some enterprises’ maintenance production lines in August, it is expected that the domestic polysilicon production will be slightly higher than expected. The increase is mainly concentrated in the increase of Xinjiang GCL and Dongfang hope to resume production and the release of Leshan GCL, Baotou Xinte, Inner Mongolia gutongwei phase II, Qinghai Lihao, Inner Mongolia Dongli, etc. the total increase is about 11000 tons. In August of the same period, 1-2 enterprises will be added for maintenance, A total of about 2600 tons of production were reduced by month on month. Therefore, according to the 13% month on month growth of domestic output in August, the current supply shortage situation will be alleviated to a certain extent. In general, the price of silicon material is still in the upward range.
Soapy PV believes that the prices of silicon wafers and batteries have increased significantly before, which is ready for the continued price rise of silicon materials. At the same time, it also shows that the pressure of upstream price rise can continue to be transmitted to the terminal and form support for the price. If the upstream price is always high in the third quarter, the proportion of newly installed domestic distributed PV will be further increased.
In terms of component price, we maintain the judgment that “the delivery price of components of first-class brand distributed projects in August will exceed 2.05 yuan / W”. If the price of silicon material continues to rise, it is not ruled out that the future price will reach 2.1 yuan / W.
Post time: Aug-08-2022