Publish Time: 2023-05-10 Origin: Site
On May 10th, the Silicon Industry Branch announced the latest price of solar grade polycrystalline silicon. among
The transaction price of N-type materials is 16000-17100000 yuan/ton, with an average of 165700 yuan/ton.
The transaction price of single crystal re feeding is 1500-16700 yuan/ton, with an average of 160300 yuan/ton, a decrease of 11.97% in average price.
The transaction price of single crystal dense materials is 14800-165000 yuan/ton, with an average of 157900 yuan/ton, a decrease of 12.62% in average price.
The transaction price of single crystal cauliflower materials is 14500-162000 yuan/ton, with an average of 155000 yuan/ton, a decrease of 12.48% in average price.
Compared to the prices on April 26th, during the two week period, the lowest transaction price of various types of silicon materials decreased by 25000 yuan/ton, the highest transaction price decreased by 19000 to 23000 yuan/ton, and the average price fluctuated around 22000 yuan/ton. In addition, as the market share of N-type products gradually increases, the Silicon Industry Branch has released its first quotation for N-type materials.
As silicon material manufacturers continue to ramp up their production capacity (including quality and output), the supply of high-quality silicon materials is gradually increasing, and the price difference is widening. Previously, we expected that by the end of the second quarter, the average price of silicon materials may be less than 140000 yuan/ton. But according to the current trend, the above prices may be realized earlier than the end of May.
It is reported that the shortage of quartz crucible supply eased in April, and the operating rate of related enterprises increased, digesting a portion of polycrystalline silicon inventory. According to data from the Silicon Industry Branch, the supply of polycrystalline silicon (including imports) in April was about 115000 tons, and the domestic production of single crystal silicon wafers reached 46.3 GW, a month on month increase of 10.2%, exceeding the growth rate of market demand and being an important reason for the price decline. In addition, it is understood that the production of silicon materials and silicon wafers may continue to increase in May.
Despite the continuous decline in upstream prices, the confidence of industry leaders has not been affected. Taking Tongwei Co., Ltd. as an example, they have just held a signing ceremony for a 300000 ton green substrate project with the People's Government of Damao Banner, Baotou City, Inner Mongolia. Relying on the abundant scenic resources of Damao Banner, they are promoting green production of silicon materials and supporting the development and utilization of new energy, which will effectively promote the green and low-carbon development of local industrial economy. According to data previously released by Soby Consulting, the annual production capacity of polycrystalline silicon in China will reach 5 million tons by the end of 2025.
Recently, upstream polycrystalline silicon prices have continued to decline, providing support for the price reduction of batteries and components. Data shows that the price of p-type batteries has decreased by over 3 cents/W recently, but the price of n-type batteries is relatively stable, mainly influenced by the supply and demand relationship. According to industry insiders, due to the impact of the speed of production capacity landing, it is expected that the output of n-type batteries will be relatively limited this year, and the overall situation is relatively scarce, which may widen the price difference with p-type batteries.