光伏中上游价格延续涨势

Group 1 - The upstream prices in the photovoltaic industry chain continued to rise last week, with multi-crystalline silicon dense material averaging 42,000 yuan/ton, an increase of 13.5%, and granular silicon averaging 44,000 yuan/ton, an increase of 10% [1] - InfoLink predicts that the price of multi-crystalline silicon dense material may rise to around 50,000 to 52,000 yuan/ton, with a possibility of reaching 55,000 yuan/ton, depending on downstream acceptance [1] - The price gap in silicon materials indicates ongoing negotiations between upstream and downstream players, with the average price aligning more closely with new order prices as previous orders are fulfilled [1] Group 2 - The spot price of industrial silicon continued to rise last week, with the main contract closing price increasing from 8,745 yuan/ton to 9,525 yuan/ton, a rise of 8.92% [2] - The price increase of silicon materials is being transmitted downstream, with the average transaction price of 183N monocrystalline silicon wafers rising by 4.76% to 1.1 yuan/piece, 210RN monocrystalline silicon wafers by 8.70% to 1.25 yuan/piece, and 210N monocrystalline silicon wafers by 6.67% to 1.44 yuan/piece [2] - The rapid increase in industrial silicon prices has limited acceptance from downstream sectors, indicating potential challenges in price transmission [2]