Core Viewpoint - The price of polysilicon remains stable this week, with specific price ranges and average prices for different types of polysilicon being reported. The overall market dynamics indicate a low transaction volume and high inventory levels among downstream enterprises, affecting price transmission in the supply chain [1]. Price Trends - The transaction price range for n-type polysilicon is between 39,000-46,000 CNY/ton, with an average price of 41,700 CNY/ton. The n-type granular silicon has a transaction price range of 38,000-41,000 CNY/ton, with an average price of 39,000 CNY/ton. The p-type polysilicon has a transaction price range of 32,000-36,000 CNY/ton, with an average price of 34,000 CNY/ton [1]. Market Dynamics - A few polysilicon companies have completed their orders for the month, while others still have room for signing contracts. The number of companies that have transacted n-type polysilicon this week is seven. Feedback from enterprises indicates that the transaction volume is at a low level, with downstream companies maintaining high raw material inventory and only engaging in essential purchases [1]. Inventory and Production - The high inventory levels and low purchasing frequency among downstream enterprises significantly impact the smooth transmission of prices in the supply chain, resulting in the continued low and stable operation of polysilicon prices during this round of installations. As of now, all operating polysilicon companies in China are basically running at reduced capacity, and the expected maintenance plans for this month have been postponed, with no companies undergoing maintenance during the month [1]. Future Outlook - According to the production plans for April, an overall increase in demand is expected, and the polysilicon sector is likely to maintain a slight destocking trend. With the upcoming warehouse receipt registration in April, some companies have begun to actively increase the proportion of dense material products, which may lead to clearer demand from traders and futures merchants, potentially creating a new growth point [1].
【安泰科】多晶硅周评—本月签单基本结束 价格平稳运行(2025年3月19日)
中国有色金属工业协会硅业分会·2025-03-19 09:20