Core Viewpoint - The silicon industry is experiencing price stability in the multi-crystalline silicon market, influenced by inventory levels and production plans, despite increasing inventory pressure [1][2][3] Group 1: Price Trends - The transaction price range for N-type multi-crystalline silicon is between 45,000 to 49,000 yuan per ton, with an average price of 47,200 yuan per ton, reflecting a week-on-week increase of 0.21% [1] - The transaction price for N-type granular silicon remains stable at an average of 44,300 yuan per ton [1] - The overall transaction volume of multi-crystalline silicon has decreased week-on-week, with prices remaining stable, influenced by a lack of concentrated signing in the market [1][2] Group 2: Supply and Demand Dynamics - The silicon industry association indicates that the market is expected to show a supply surplus, with an estimated production of 125,000 tons of multi-crystalline silicon in August, primarily from certain companies resuming production in Yunnan, Xinjiang, and Qinghai [1][2] - Despite the increase in production, the demand remains limited, leading to a projected surplus of approximately 16,000 tons in August [2] - The industry expert emphasizes that the key to improving the market lies in leading companies cautiously adjusting production capacity and steadily reducing inventory [3] Group 3: Market Sentiment and Future Outlook - The current market environment is characterized by high inventory levels, which are constraining price increases, leading to a gradual narrowing of price growth [2][3] - The industry is in a transitional phase, where the collaboration between upstream and downstream players, along with policy support, will determine the sector's ability to achieve a healthy cycle [3] - The multi-crystalline silicon futures prices are fluctuating around 50,000 yuan per ton, indicating that the supply-demand situation has not significantly improved [3]
多晶硅现货价格持稳运行 专家称库存积压仍是价格难回升的主因
Di Yi Cai Jing·2025-08-07 14:32