Silicon wafer inventory continues to increase, total production schedules of silicon wafer companies in April decreased

SHANGHAI, Apr 3 (SMM) -

Silica

Price: The price of silica is mainly stable. Some silicon companies in Shaanxi, Sichuan, and Yunnan shut down furnaces for maintenance recently, and the demand for raw material silica remains relatively low. The ex-mine price of low-grade silica in Yunnan is 350-370 yuan/ton. At present, the ex-mine price of high-grade silica in Inner Mongolia is 400-420 yuan/ton with the average down 5 yuan/ton. The ex-mine price of high-grade silica in Hubei is 420-480 yuan/ton. The ex-mine price of high-grade silica in Guizhou is 300-340 yuan/ton.

Production: Mines in all regions maintain normal production. The supply of silica mines in Yunnan is still relatively low, and silica needs to be supplemented from surrounding areas.

Inventory: Downstream silicon companies mainly consume raw material inventories. Silicon companies in the southwest region are unwilling to resume production or to prepare for silica replenishment.

Industrial silicon metal

Price: Industrial silicon futures prices rebounded slightly during the week, while spot prices remained weak and the price decline narrowed compared with last week. Yesterday, the quotations of major manufacturers were lowered, and after the reduction, they were close to the quotations of other silicon sellers. Yesterday, downstream inquiries showed a slight recovery, but purchasing prices were lowered.

Output: Silicon prices continue to fall, thus companies are losing money and lack confidence in the market outlook. A small number of silicon companies in Xinjiang, Sichuan and Yunnan, and Shaanxi have recently reduced production capacity or suspended production for maintenance.

Social inventory: According to SMM statistics, the national social inventory of industrial silicon totaled 365,000 tons on March 29, flat from a week earlier. The inventory of general public warehouses was 109,000 tons, a growth of 2,000 tons from a week earlier; the inventory of public delivery warehouses was 256,000 tons (including the part that has not been registered as warehouse receipts), a decrease of 2,000 tons.

Silicone

Price

DMC: The current price is 14300-14500 yuan/ton, and the price fell this week.

D4: The current quotation is 14800-15800 yuan/ton, and the price fell this week.

107 silicone rubber:The current quotation is 14500-15500 yuan/ton, and the price fell this week.

110 methyl vinyl silicone rubber：The current price is 15500-16800 yuan/ton, and the price fell this week.

Silicone oil: The current quotation is 16200-17500 yuan/ton, and the price fell this week.

Output: As of now, one DMC enterprise in Jiangsu is undergoing repairs. In addition, there are enterprises in Shandong, Hubei, and Jiangxi that are not operating at capacity. The industry's operating rate was stable from last week.

Inventory: Inventory continued to accumulate this week. The willingness of downstream companies to purchase is still low, but a small number of companies have entered the market to purchase. There have been some transactions in the market. The current industry average operating rate remains at a high level, but demand has begun to wane, and the inventory of DMC companies will continue to rise.

Polysilicon

Price

Price: The mainstream prices of N-type polysilicon and dense polysilicon were 60-65 yuan/kg and 50-54 yuan/kg respectively yesterday.

Production

Polysilicon manufacturers have maintained normal production schedules, ramped up production and newly invested bases have increased production normally. Domestic polysilicon production in April is expected to be around 180,000 tons.

Inventory

At present, polysilicon inventories continue to increase, and stand at around 150,000 tons.

Silicon wafer

Price

The mainstream average traded price of monocrystalline silicon wafer M10 and G12 stood at 1.7-1.8 yuan/piece and 2.3-2.6 yuan/piece respectively. N-type 182 silicon wafer price dropped to 1.6-1.7 yuan/piece. Prices stabilised in the recent two days.

Production

Silicon wafer production is expected to be reduced in April, and one leading company has already reduced its operating capacity to about 80%. The total production schedules for the month will fall back below 70GW.

Inventory

Currently, silicon wafer inventories continue to accumulate, with the inventory of crystal pulling plants reaching about 4 billion pieces, and there is still pressure to clear silicon wafer inventory.

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

Recently, the supply of layer sand enterprises at home and abroad has been affected by the decline in profits, resulting in a decrease in production enthusiasm and a slight reduction in supply.

Inventory

The inventory of quartz sand of the leading domestic high-purity quartz sand companies continues to increase. According to SMM, the current inventory has exceeded 10,000 tons.