This week (11.14-18), the domestic polysilicon market continued to maintain a stable pattern, and the price remained at the level of last week, with a weekly rise and fall of only 0. According to the monitoring of the business community, at the weekend, the single-crystal dense mainstream range of the first level solar energy reached the range of 298-30900 yuan/ton. The plant operation rate of the enterprise is high, the supply is stable, and the demand remains just in need of support.

On the supply side, the operating rate of silicon material enterprises is still at a high level. As some devices are about to be put into production, the expected pressure on supply increases. This week, manufacturers’ orders continued to follow up, but the market was hit by the early decline of downstream silicon chips. No adjustment will be made this week. The demand needs to follow up just now. The increase is not much, and the bargaining power of large silicon material manufacturers is weakened. In addition, there are still problems in transportation in Xinjiang and Inner Mongolia. Local supply pressure increases and delivery is delayed, but the overall supply is not affected. On the whole, the steady increase in supply and the significant relief of the pressure of tight supply are the main reasons for the stabilization of silicon material inflation.

From the perspective of downstream silicon chips, this week, silicon chip enterprise quotations remained stable. At the beginning of this month, the market has temporarily entered a stalemate since some silicon chip leaders lowered their quotations for some models of silicon chips. The mainstream transaction price of M10 was stable at 7.37 yuan/piece, while that of G12 was stable at 9.71 yuan/piece. However, downstream demand has slowed down, and silicon chip manufacturers are showing signs of accumulating stock, which does not rule out the possibility of continuing to reduce prices.

In terms of terminals, the price of battery chips this week continued to last week’s price level. The mainstream transaction price of single crystal M6 battery chip was stable, at about 1.29 yuan/W, that of M10 battery chip was about 1.34 yuan/W, and that of G12 battery chip was stable, at about 1.31 yuan/W. Enterprise cost pressure is still high, the willingness to start work is not strong, and the shipment of terminal components is stable.

Future market forecast: polysilicon analysts from the business community believe that the supply and demand of silicon materials are basically balanced at present, but in the later period, as some devices are facing production, the supply pressure will increase, and the supply pattern will be improved. In addition, domestic regulation and control will be strengthened, and the market will be hindered from rising. The supplier has no information release in the short term. The demand side is still rigid and strong, and it is estimated that the silicon material market may still maintain a high consolidation.