This week (9.14-18), the domestic price of polysilicon has stabilized, and the domestic market price has mainly stopped rising. However, the price of silicon material is still at a high level, and the market is still in short supply. There is no sign of correction in the market. From the perspective of import, the price of polysilicon in non China region has increased by more than 10% this week. As of the end of the week, the price of non China polysilicon has been around 70000-75000 yuan / ton. The continuous high price operation of polycrystalline mainly benefits from the shortage of market supply caused by the previous five enterprises’ shutdown for maintenance or load reduction. Recently, the market price has obviously stopped rising and stabilized. It is also due to the continuous recovery of some production capacity in Xinjiang, and the supply has slightly increased compared with the previous period. However, most of the enterprises kept their inventory at a low level, and the supply in some areas was tight, and the enterprises continued to sign orders in October. According to the monitoring of the business agency, the domestic mainstream transaction price of polysilicon, which is the first-class solar material, is 71000-75000 yuan / ton.

In the near future, silicon material enterprises in Xinjiang have begun to resume production. At present, only two enterprises in Xinjiang have started operation and have not reached full load operation. In addition, one device in Sichuan has not been restored to production. The other enterprises are mainly in normal operation, and the supply is significantly increased compared with August. In the next week or two, the production capacity of some enterprises may gradually recover. At that time, the supply of polysilicon will continue to increase, and the market shortage may be greatly alleviated. It is expected that polysilicon will continue to operate at a high level in the near future, and the power to continue to advance is insufficient.

Note: the above price is tax inclusive