Polysilicon order-signing price is basically stable, N-type silicon wafers prices still under pressure

SHANGHAI, Mar 6 (SMM) -

Silica

Prices were stable. The supply of silica is normal, but the operating rate of industrial silicon manufacturers in the southwestern region is sluggish. Several silicon plants in Yunnan are undergoing maintenance during the week. The demand for silica in the south has been slightly insufficient recently. At present, the ex-mine price of high-grade silica in Inner Mongolia is 400-420 yuan/ton. The ex-mine price of high-grade silica in Hubei is 420-480 yuan/ton. The ex-mine price of low-grade silica in Yunnan is 350~370 yuan/ton.

Supply: Mine supply is normal. Silica in southwest China can still meet the needs of silicon companies in production.

Demand: The operating rate of industrial silicon manufacturers in the southern region has remained low. It is still in the off-season for silica, and the overall demand is still slightly insufficient.

Industrial silicon metal

Price: In recent days, the most active contract of industrial silicon futures has rebounded slightly. The spot market quotations are mainly stable. The purchasing sentiment of downstream and traders is stable. The market is trading on demand. The silicon price has stabilized and the market purchase sentiment is still low.

Supply and demand: Recent fluctuations in the operating rates of both supply and demand have been limited. The price of downstream organic silicon products continues to be strong. The price rise is too fast, and the transaction volume of silicone products has weakened. The shipment of aluminum-silicon alloy products is subdued.

Inventory: According to SMM statistics, the national social inventory of industrial silicon totaled 359,000 tons on March 1, a decrease of 1,000 tons from the previous week. The inventory of general public warehouses is 103,000 tons, a decrease of 2,000 tons from a week earlier, and the inventory of public delivery warehouses is 256,000 tons (including the part that has not been registered as warehouse receipts), an increase of 1,000 tons.

Import and export: According to customs data, China's silicon exports in December 2023 were 51,600 mt, up 8% month on month and 7% year on year. Exports totalled 573,000 mt from January to December 2023, a decrease of 12% YoY. Import: According to customs data, China's silicon import in December 2023 were 1,300 mt, up 70% year on year. The cumulative import volume of silicon metal from January to December 2023 was 6,500 mt, a year-on-year decrease of 78%.

Silicone

Price

DMC：The current price is 16100-17000 yuan/ton, and the price rose last week.

D4: The current quotation is 15800-16700 yuan/ton, and the price rose this week.

107 silicone rubber:The current quotation is 16000-16600 yuan/ton, and the price rose this week.

110 methyl vinyl silicone rubber：The current price is 17500-18800 yuan/ton, and the price rose this week.

Silicone oil: The current quotation is 17500-18500 yuan/ton, and the price rose this week.

Supply and Demand

On the supply side, there is one DMC enterprise in Inner Mongolia and one in Zhejiang that resumed production, and the supply increased. In terms of demand, the performance of domestic demand during the peak season is acceptable. However, as companies replenish their inventories, transactions have slightly decreased.

Polysilicon

Price

Polysilicon: The mainstream prices of recharging polysilicon and dense polysilicon were 60-63 yuan/kg and 56-60 yuan/kg respectively. Polysilicon prices stayed stable this week.

Supply and Demand

Last week, major polysilicon manufacturers signed orders. Given the current situation of the silicon wafer market, buyers and sellers have limited intention to increase prices. Polysilicon order signings in March have basically remained the same as last month. Polysilicon supply continues to increase and prices remain stable.

Silicon wafer

Price

Silicon wafer: The mainstream average traded price of monocrystalline silicon wafer M10 and G12 stood at 2.03 yuan/piece and 2.9 yuan/piece respectively. N-type 182mm silicon wafer fell to 1.95 yuan/piece.

Supply and Demand

The price of silicon wafers was stable last week. Due to the relatively tight supply, the price of P-type silicon wafers has continued to remain high. However, due to the obvious increase in market supply, the inventory pressure of N-type silicon wafers has been relatively high, and the price has fallen below 2 yuan/piece. Some low-price orders even fell below 1.95 yuan.

High-purity quartz sand

Price

Recently, the price of high-purity quartz sand middle layer sand was stable. 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 50,000-120,000 yuan/ton.

Supply and Demand

Domestic high-purity quartz sand prices temporarily remained stable last week. On the demand side, due to the increase in silicon wafer production schedules, quartz sand transactions increased slightly, but the overall demand was still poor. Prices are expected to drop again.