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【安泰科】多晶硅周评—新一轮签单持续 价格暂时持稳(2025年3月12日)
中国有色金属工业协会硅业分会· 2025-03-12 13:29
Group 1 - The core viewpoint of the articles indicates that the polysilicon market is currently stable in terms of pricing, with various types of polysilicon maintaining steady transaction prices [1][2] - The transaction price range for n-type re-investment material is between 39,000 to 46,000 yuan/ton, with an average transaction price of 41,700 yuan/ton [1] - The transaction price for n-type granular silicon ranges from 38,000 to 41,000 yuan/ton, with an average of 39,000 yuan/ton, while p-type polysilicon has a price range of 32,000 to 36,000 yuan/ton, averaging 34,000 yuan/ton [1] - Major polysilicon enterprises are currently in the order signing phase, with seven companies reporting transactions for n-type polysilicon this week [1] - Despite some price increases from leading companies to downstream clients, actual transaction prices have remained stable, indicating a cautious market outlook [1] - The current inventory levels of polysilicon are high, making it difficult for price increases to be transmitted to the silicon material end [1] - The production motivation for most operating companies remains insufficient as the signing prices do not cover production costs, leading to a stable production forecast for the next two months [1] Group 2 - As of now, all operating polysilicon companies in China are generally running at reduced capacity, with one company undergoing maintenance and at least two companies slightly increasing their operating rates [2] - The overall production forecast for this month is maintained at approximately 97,000 tons, indicating a slight increase in output [2]