This week (9.19-23), the domestic polysilicon market continued to maintain a stable pattern, the domestic supply price remained at the level last week, and the import supply declined slightly, with the range of 2000-3000 yuan/ton. According to the monitoring of the business community, the weekly rise and fall of the single-crystal dense material with the model of the first solar energy level is 0. The mainstream range reaches RMB 298-30900/ton.

Silicon wafers continued to be stable this week, and the quotations of major manufacturers were not adjusted in September. The operating rate of domestic silicon material manufacturers has been improved successively. Up to now, two sets of devices of domestic silicon material manufacturers have been shut down. It is estimated that they will recover in October, and the supply will increase significantly compared with the previous month. In general, silicon material supply is still in short supply due to the continuous follow-up of downstream demand. In terms of terminals, the price of battery chips was mainly stable this week, with little change in the operating rate. The operating rate of components was flat last week, slightly higher than that at the beginning of the month. The price rose tentatively. The construction of large domestic surface power stations was accelerated, and the demand side grew steadily. Europe is short of natural gas, and the transition from traditional energy to new energy will increase the demand for domestic components.

Future market forecast: polysilicon analysts from the business community believe that the current silicon material supply has significantly improved compared with that in August. The maintenance devices will resume work in succession next month. Later supply is expected to increase, and the supply pressure will continue to ease. At the same time, it will also suppress the high price of silicon material. However, considering that the downstream demand is only increasing, the supply and demand will continue to maintain a tight balance. Based on comprehensive consideration, it is expected that the price of silicon material will continue to operate at a high level.