硅基材料市场行情简析（2025.2.28）

Group 1: High Purity Quartz Sand Market - The domestic high purity quartz sand market price remained stable this week, unchanged from last week, with average prices of 65,000 CNY/ton for inner layer, 35,000 CNY/ton for middle layer, and 25,000 CNY/ton for outer layer quartz sand, while imported quartz sand averaged 105,000 CNY/ton [1] - Supply side: The market is relatively stable with domestic enterprises gradually resuming operations, leading to a slight increase in production capacity utilization and supply. Overseas operations are normal with no significant fluctuations [1] - Demand side: Downstream demand remains weak, with quartz crucible enterprises purchasing less and maintaining a wait-and-see attitude, resulting in general market transactions primarily driven by essential small-batch purchases [1] Group 2: Quartz Crucible Market - The domestic quartz crucible prices showed no fluctuations this week, remaining the same as last week, with average prices of 6,250 CNY for 28-inch, 7,500 CNY for 32-inch, and 8,750 CNY for 36-inch crucibles [1] - Supply side: There has been an increase in the operating rate of quartz crucible enterprises, with small factories resuming operations after maintenance, leading to a slight increase in overall market supply [1] - Demand side: Downstream demand is average, with weak production increase intentions in the silicon wafer and crystal pulling segments, resulting in minimal purchases as enterprises focus on consuming existing inventory [1] Group 3: Photovoltaic Glass Market - The main prices of domestic photovoltaic glass remained stable this week, unchanged from last week, with average prices of 12.50 CNY/square meter for 2.0mm glass and 20.50 CNY/square meter for 3.2mm glass [2] - Supply side: Domestic photovoltaic glass enterprises are optimistic about future market conditions, leading to a slight increase in production as terminal component production expectations rise [2] - Demand side: Terminal component procurement demand is steadily increasing, with market demand exceeding supply in the short term, resulting in a focus on inventory reduction for photovoltaic glass [2] Group 4: Market Outlook - High purity quartz sand market is expected to continue weak and stable operations with limited price drop potential as prices approach production costs for some enterprises [2] - The quartz crucible market may see downward price adjustments if imported sand prices decrease, as current market sentiment is bearish due to weak production schedules in the silicon wafer sector [2] - The photovoltaic glass market shows signs of improvement with significant increases in terminal component production, leading to a supply-demand imbalance and potential price increases if demand continues to rise [3]