SHANGHAI, Apr 8 (SMM) -

Industrial silicon metal

Price

On the first day after the Qingming Festival, the price trend of industrial silicon remained weak. A small amount of low-priced goods were supplied by silicon companies in north China.

Production

On the supply side, Yunnan's overall operating rate has declined due to production suspension and maintenance. The level of operating rates in the north did not fluctuate much and remained high.

Inventory

Social inventory: According to SMM's statistics, social inventories of industrial silicon totalled 370,000 mt as of April 7, up 5,000 mt from a week ago. The inventory of general public warehouses was 114,000 tons, a growth of 5,000 tons from a week earlier, and the inventory of public delivery warehouses was 256,000 tons (including the part that has not been registered as warehouse receipts), flat from last week. In terms of factory inventory, some silicon companies lowered prices, and downstream companies were purchasing on demand, so the growth rate of factory inventory has slowed down.

Polysilicon

Price

The mainstream prices of N-type polysilicon and dense polysilicon were 56-60 yuan/kg and 49-53 yuan/kg respectively yesterday. The market is currently in a new round of order signing cycle. Some leading polysilicon factories are under great pressure to ship goods, and prices have subsequently fallen.

Production

Currently, polysilicon production schedules are rising steadily, and domestic polysilicon production schedules are expected to reach about 180,000 tons in April.

Inventory

Affected by a new round of order signing and delivery, the growth rate of polysilicon inventory has slowed down rapidly and the overall change is limited.

Module

Price

Last week, the mainstream transaction price of bifacial-182mm monocrystalline PERC modules was 0.93 yuan/w, and the mainstream transaction price of bifacial-210mm monocrystalline PERC modules was 0.95 yuan/w.

Production

Although the overall production schedule of modules remains at a high level, some leading manufacturers have already reduced production.

Inventory

Currently, the overall module inventory is controllable, but the inventory is on an upward trend.

High-purity quartz sand

Price

Recently, the price of outer layer high-purity quartz sand prices began to fall. The domestic price of inner layer sand is 390,000-440,000 yuan/ton, the price of middle layer sand is 150,000-200,000 yuan/ton, and the price of outer layer sand is 24,000-120,000 yuan/ton.

Production

On the supply side, the supply of some outer layer sand companies has slightly decreased recently, the domestic quartz sand prices have continued to fall. As profits continued to weaken, some outer layer sand companies have shifted their production, and high-purity production lines were temporarily shut down.

Inventory

At present, the inventory of high-purity quartz sand continues to accumulate, crucible companies have not yet started purchasing.

PV glass

Price

3.2mm single-layer coated glass: The price of 3.2mm single-layer coated photovoltaic glass is 26.8-27.5 yuan/square meter, and the price remains stable.

3.2mm double-layer coated glass: 3.2mm single-layer coated photovoltaic glass is quoted at 27.8-28.5 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

In April, it is expected that the domestic photovoltaic glass supply will decrease due to the reduction in production days, but the willingness to ignite glass in April is high. As of now, 1,800t/d capacity has resumed work and been commenced in April.

Inventory

In terms of inventory, glass is still in the destocking stage. Some module companies had less inventory in March and some companies also plan to start further stockpiling this month. The purchase volume in April will continue to exceed the actual demand for modules, and glass continues to be destocked.