This week (2.14-17), the domestic polysilicon market continued the recovery trend after the festival. According to the monitoring of business society, the weekly increase of polysilicon was 2.55%. The price of domestic silicon material manufacturers continues to rise. The operating rate of downstream silicon wafers increased, and the scattered quotation continued to rise; As well as the profit improvement of battery chip and component manufacturers, the price of imported silicon also remained high. During the Chinese New Year holiday, downstream silicon chip, battery chip and other manufacturers do not stop work, the production is carried out normally, and the silicon material is continuously consumed; In addition, the release of silicon material manufacturers after the festival was less than expected, and the tight supply led to the rise of prices. At present, the price range of polycrystalline silicon material is 180000-205000 yuan / ton, and the price range of single crystal material is 235000-250000 yuan / ton.

In terms of supply, the supply of silicon material enterprises was stable this week. After the festival, the manufacturer’s devices are mainly started normally. At present, all 12 domestic devices are started, but the output release of newly put into operation devices is less than expected. In addition, individual manufacturers have separate line maintenance, and the supply is more tight. Therefore, it supports the high price of silicon material. In February, most orders were signed successively, and some scattered orders pushed up the quotation of silicon materials.

In terms of intermediate products, the price of silicon wafers was generally stable this week. Boosted by the demand for overseas installation, the quotation of some polysilicon wafers still rose, and the market sentiment warmed up. After the festival, the leading silicon wafer enterprises have not been notified of the price adjustment, but the focus of the second and third tier silicon wafer quotation has been raised one after another. At present, the mainstream transaction price of M6 is about 5.25 yuan / piece, the mainstream transaction price of M10 rises slightly to about 6.3 yuan / piece, and the mainstream transaction price of G12 is about 8.35 yuan / piece.

Battery chips and components: the market trend of battery chips and components is stable this week, showing a certain weakness compared with the upstream silicon materials and silicon chips. Affected by the limited acceptance of terminal components, the market has a strong wait-and-see atmosphere, and the price has not been significantly adjusted. At present, the upstream and downstream are still playing games. The terminal is affected by the rise of upstream price, and the possibility of upward price transmission is not ruled out in the later stage.

In the future, the polysilicon analyst of business society believes that in the short term, the release of silicon materials in the upstream of the photovoltaic industry chain is less than expected, and the favorable supply will continue to promote the rise of silicon materials. It is expected that the silicon material market is still easy to rise but difficult to fall in the near future.