Polysilicon price trend

1、 Price trend

This week (2.24-27), the domestic polysilicon market is still weak, affected by the epidemic, the orders of manufacturers further shrink, but the market price changes little this week, and the market mostly implements the early order price. Polysilicon rose or fell by 0 this week, according to the business news agency.

2、 Market analysis

From the perspective of demand, the market atmosphere is relatively low, and the downstream operating rate is not high. In terms of market supply, at present, some polysilicon manufacturers are shut down, and the overall domestic operation rate remains at 70-80%. There are 7 domestic enterprises maintaining full load operation, 4 enterprises reducing load operation and 1 normal maintenance enterprise. At present, the manufacturers mainly execute the early orders, and the orders are signed in February, some of them are signed until March. In addition, the market is limited by the transportation, and the transportation cost has increased, so the delivery speed of the manufacturers has decreased. The market demand is not active, and the downstream construction has not yet recovered to the pre Festival level. In the case that the market supply and demand do not fluctuate significantly and the early mainstream price has been set, the replenishment price is mostly determined by the mainstream order. In addition, the new order has been compressed. According to the monitoring of the business society, the domestic mainstream transaction price of polysilicon with the model of primary solar material is currently 51000-53000 yuan / ton.

3、 Future prospects

In the future, the business community believes that the supply and demand of polysilicon are not strong at present. On the one hand, it is affected by the epidemic situation, and on the other hand, the export of downstream components of polysilicon is affected to some extent. Overseas anti-dumping policies are emerging in an endless stream, and both domestic and foreign demand are not optimistic. However, with the resumption of more and more enterprises, the demand for polysilicon raw materials is expected to increase. It is expected that the polysilicon market will pick up in the medium term, and the price is expected to rebound slightly.