Silicon price rose in a row

The Silicon highest price reached 215 yuan /kg

On September 1, silicon Branch released the latest price information of polysilicon, the latest single crystal refeed transaction price in 206-215,000 yuan/ton, the average price of 211,000 yuan/ton, up 0.900 yuan/ton compared with last week. Single crystal dense material transaction price range in 204-213,000 yuan/ton, the average price of 209,000 yuan/ton, compared with last week up 0.2,200 yuan/ton; single crystal cauliflower material transaction price range in 202,000-210,000 yuan/ton, the average price 206,400 yuan/ton, compared with last week up 2,000 yuan/ton.

According to chapter analysis, silicon industry silicon material prices edged up again this week, is still largely due to two line silicon companies starts quickly recover, and sustained release wafer expanding production capacity, increase the silicon material demand, not only in silicon wafer yield more than 20% of the growth in August and also includes the furnace internal silicon material production and incremental backup silicon outside the furnace material,The increase in the number of silicon wafer enterprises to start the furnace indicates that the three incremental increase, so silicon demand in the short term has a large increase, silicon supply including production and inventory are quickly digested in a short period of time, the market continues to shift to the direction of demand, so silicon price continues to rise.

According to the total supply of about 63,000 tons in August (including output, import and full inventory cleared) to meet the downstream demand of 21.7GW silicon wafers, the actual output is 17.7GW, and there is about 4GW silicon material to be converted, so the silicon material in September can only meet the maximum output of 22GW silicon wafers, that is, under the premise of no significant increase of silicon material,If some silicon enterprises to improve capacity utilization, there must be some businesses were forced to cut capacity, and sufficient orders will stimulate the silicon downstream enterprises to protect their high capacity continues to increase procurement requirements, so in the short term state of polysilicon market will gradually from the tight balance between supply and demand to make the transition to the demand, further support silicon material prices extended gains within the limited space.

Since August, the price of photovoltaic industry chain does not rest, silicon material prices have ushered in 4 consecutive rises, the two silicon chip giants also increased the price of silicon chip products. On August 11, CMC Holdings published the price of monocrystalline silicon wafer in August, and the price of all sizes of silicon wafer products rose across the board. On August 19, Longji raised the price of silicon wafers, the price of 158.75mm, 166mm and 182mm increased by 0.2-0.24 yuan/piece.

As silicon materials back up the channel, constantly pushing up downstream costs.

On August 30th, Tongwei released the latest quotation of batteries. This is the second time since August to adjust the price. The price of 210mm and 166mm single crystal batteries increased by 0.02-0.03 yuan /W.

The price fluctuation of photovoltaic industry chain directly affects the cost of modules and EPC. According to the statistics of Polaris Solar Photovoltaic Network, the lowest quotation of photovoltaic modules with 530W and above in August has reached 1.805 yuan /W, and the highest bidding price of EPC of ground power station has reached 5.34 yuan /W.In the first half of the year, about 13GW of pv was added. According to the industry's estimated annual installed capacity of 55-65GW, the surge of PV installation will be more intense in the second half of the year, and the price trend of pv industry chain may affect the annual installed capacity.