The 300,000 mark on the silicon material station, Antaiko: continued to maintain the upward trend in July

Red Star Capital Bureau news on July 6, the price of 300,000 yuan/ton on the price of silicon material stations.

According to the China Nonferrous Metal Industry Association Silicon Industry Branch, the price range of domestic single-crystal rewing this week is 288,000 to 300,000 yuan/ton, and the average transaction price is 291,600 yuan/ton, which has increased by 1.85%month-on-month; The price range is 286,000 to 29,900 yuan/ton, the average transaction price is 289,600 yuan/ton, and the perimeter increases by 1.9%.

Antaiko analyzed that the silicon material market this week is still in a situation where the supply is extremely short. The orders of various silicon materials enterprises have been required to sign a new signing lock before the implementation. The

First, a company in Xinjiang accidentally stopped maintenance, making the shortage of silicon material markets that were in short supply.

Second, due to the sudden maintenance of silicon material companies, there are a large number of supply gaps in individual silicon wafers. At the same time, the imported silicon material was affected by the ship's period. The replenishment was not as expected, which led to a significant increase in the situation of signing over -signed silicon materials on the market.

Third, the increase in the price of silicon wafers is still rich on the basis of covering the increase in the cost of raw materials, so it also supports the acceptance of the upstream of the rise in the price of silicon material.

Antaiko pointed out that according to the latest production planning plans for each enterprise, it is expected that the domestic polysilicon output in July is about 58,000 tons, a net reduction of about 3,200 tons month -on -month. In July, about 65,000 tons of silicon material supply (including imports) in China, it can only meet the output of about 24.5GW silicon wafers. Compared with the current demand for silicon material corresponding to the production capacity of the silicon wafer, there is a large gap. Therefore, it is expected that it is expected that it is expected The price of polysilicon in July will continue to maintain a rise.

Red Star News reporter Yang Peiwen

Edit Yang Cheng

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