polysilicon price increased in china

In the past few days, the price of polysilicon materials produced in China has risen from 50 yuan/kg to 230 yuan/kg. It only took a few weeks, which can be said to have skyrocketed. Obviously, compared with last year’s glass and other auxiliary materials, silicon material as the main material of photovoltaic modules, its price fluctuations have a far greater impact on the competitiveness of end products, and such a huge price volatility is enough to endanger the industry’s competitiveness. Continuous development. The price of silicon metal is also rising. The price of silicon metal 2202, si metal 3303, etc. is strong, and is still rising rapidly. Accordingly, even the price of polysilicon scrap is also rising. In the entire Metallurgical Siliocn market, the order price is too low, product procurement is difficult, exchange rate changes, ocean freight doubling, long delivery cycle and other reasons make the transaction more difficult.



The feedback from the downstream application market is also not optimistic. Except for some foreign customers who have begun to repurchase cheaper polysilicon components, it is said that central enterprises have begun to establish a supply chain guarantee platform to purchase raw materials on their own through dual distribution or agency services with component companies The model produces components. In fact, under the macro background of the rapid increase in commodity prices caused by the epidemic and the flood of US dollars, the rise in the price of photovoltaic raw materials is not unexpected. I believe the end market can understand it, but the price of silicon materials has returned so rapidly to ten years ago. However, it is still a big accident. After all, silicon metal is neither a mask urgently needed by the epidemic, nor a resource-based commodity with a shortage of production capacity. Why is the price so skyrocketing? According to statistics, the total supply of silicon materials this year is about 580,000 tons, and the corresponding module output is about 190 GW. Even if you boldly imagine that the global installed capacity will reach 200GW this year, the gap is only 10GW. In reality, on the one hand, The gross profit of silicon materials has exceeded 400% and reached nearly 500%, but the rush to buy silicon materials does not seem to decrease. On the other hand, downstream battery component companies have stopped production in large areas and most power station projects are afraid to start.

Not only the photovoltaic industry has been greatly impacted, but also the upstream and downstream markets of metallurgical-grade metallic silicon and chemical-grade metallic silicon are also greatly affected. At present, most traders are unwilling to accept international export orders. We predict that in the upcoming high water period, aluminum alloy factories, the largest consumer group, will also usher in the off-season, demand will weaken, and the price increase trend may be eased.