Industrial silicon transactions are stable, photovoltaic market sentiment is still weak

SHANGHAI, Apr 29 (SMM) -

Industrial silicon metal

Price

Last Friday, the price of above-standard #553 silicon in east China was between 13,200 and 13,300 yuan/ton. There were fewer low-priced supplies in the market, silicon sellers offered firm prices, and the mainstream transaction prices in the silicon market were stable.

Production

Recently, a small amount of production capacity has resumed production, and the weekly output of industrial silicon has increased slightly. The operating rate in Sichuan and Yunnan regions has remained low.

Inventory

Social inventory: According to SMM statistics, the national social inventory of industrial silicon totaled 364,000 tons on April 26, a decrease of 3,000 tons from the previous week. The inventory of general public warehouses was 106,000 tons, a drop of 1,000 tons from a week earlier; the inventory of public delivery warehouses was 258,000 tons (including the part that has not been registered as warehouse receipts), a decrease of 2,000 tons. Inventory at producers fell slightly as some downstream buyers placed orders.

Polysilicon

Price

The mainstream prices of N-type polysilicon and dense polysilicon were 43-49 yuan/kg and 39-44 yuan/kg respectively yesterday. Most of the trades were under small orders. Large polysilicon manufacturers are facing inventory pressure and have lowered their quotations again.

Production

Domestic polysilicon production schedules are expected to reach about 180,000 tons in April, with global production schedules exceeding 190,000 tons.

Inventory

Downstream purchasing enthusiasm is limited, the orders are generally scarce, and inventory remains above 200,000 tons.

Module

Price

Last week, the mainstream transaction price of bifacial-182mm monocrystalline PERC modules was 0.80-0.9 yuan/w, and the mainstream transaction price of bifacial-210mm monocrystalline PERC modules was 0.83-0.94 yuan/w.

Production

Some leading manufacturers have already reduced production. Production schedule is expected to be 53GW in April.

Inventory

At present, the overall module inventory is controllable, but there is still over 50GW of inventory at home and abroad, which creates certain pressure to clear inventory.

High-purity quartz sand

Price

Domestic price of high-purity quartz sand fell. The domestic price of inner layer sand is 190,000-230,000 yuan/ton, the price of middle layer sand is 100,000-130,000 yuan/ton, and the price of outer layer sand is 24,000-80,000 yuan/ton.

Production

Domestic supply has been relatively stable recently, while overseas supply has increased slightly.

Inventory

Currently, high-purity quartz sand is still in the inventory accumulation stage and there are few transactions in the market.

PV glass

Price

3.2mm single-layer coated glass: The price of 3.2mm single-layer coated photovoltaic glass is 26.5-27.5 yuan/square meter, and the price remains stable.

3.2mm double-layer coated glass: 3.2mm single-layer coated photovoltaic glass is quoted at 27.5-28.5 yuan/square meter, and the price remains stable.

2.0mm single-layer coated glass: The price of 2.0mm single-layer coated photovoltaic glass is 17.5-18.5 yuan/square meter, and the price remains stable.

2.0mm double-layer coated glass: 2.0mm double-layer coated photovoltaic glass is quoted at 18.5-19.5 yuan/square meter, and the price remains stable.

Production

Recently, a domestic photovoltaic glass production line commenced, with no growth in production lines undertaking maintenance. As of now, 2900 t/d production lines have resumed work and commenced in April.

Inventory

At the end of April, the glass industry's inventory increased slightly, and there were no transactions in the market this week.