Polysilicon prices edged up again this week. Among them, the transaction price range of n-type rod silicon was 39,000-44,000 yuan/ton, up 0.73% month-on-month. The transaction price range of monocrystalline dense material was 35,000-39,000 yuan/ton, and the average transaction price was 34,500 yuan/ton, up 0.58% month-on-month. The transaction price range of n-type granular silicon was 36,500-37,500 yuan/ton, and the average transaction price was 37,300 yuan/ton, an increase of 1.63% week-on-week.
This week, enterprises gradually began a new round of signing, except for a very small number of first-line enterprises have a certain number of signings, the rest of the enterprises are mainly based on the implementation of pre-orders, and the overall signing volume is relatively average. At present, prices have risen across the board, with the mainstream orders basically for n-type polysilicon products or mixed packages, and only a few companies selling p-type materials alone, and the prices of these products have risen to a certain extent, while the price of granular silicon has increased slightly due to the high demand for orders and the shortage of available sales.
According to the survey, the rise in polysilicon prices is supported by two main factors: on the one hand, polysilicon manufacturers have reached a record low in supply after intensive maintenance and load reduction in August, and some companies have plans to increase or resume production in September, so polysilicon companies are relatively willing to raise prices at the stage when supply and demand pressure is the least in the short term. On the other hand, the price increase in the downstream wafer segment is acceptable to the acceptance of a slight increase in raw material prices. To sum up, polysilicon companies have relatively consistent price increase expectations, and the quotations of downstream and spot merchants have generally risen, but the trading volume this week is limited, reflecting only a slight increase in the average market price.
Up to now, the number of enterprises in the state of maintenance or load reduction has remained at 14, and it is expected that 1 company is expected to expand production capacity and put into operation within the month. The power rationing situation in Sichuan has ended, and the affected production capacity is actively resuming production, which is expected to bring a certain increase in output. According to statistics, the domestic supply of polysilicon in August was about 129,700 tons, a decrease of 6.01% month-on-month, and the supply of polysilicon in September is expected to remain at about 135,000 tons.
Source：https://mp.weixin.qq.com/s/qbTkhCSBWKncAFFuCKDy8Q