Polysilicon prices fell further at the end of the month

SHANGHAI, Apr 22 (SMM) -

Industrial silicon metal

Price

Last week, the price of industrial silicon continued to weaken slightly. Most silicon companies insisted on quoting prices firm under the support of costs. The most active silicon futures contracts continued to decline. Warehouse receipt transactions in Kunming and other regions with price advantages improved. Transactions were mainly for low-priced sources.

Production

On the supply side, several silicon companies have resumed production and increased operations recently, while some have reduced production. The weekly output of industrial silicon fluctuated slightly.

Inventory

Society Inventory: According to SMM statistics, the national social inventory of industrial silicon totaled 367,000 tons on April 19, a decrease of 3,000 tons from the previous week. The inventory of general public warehouses was 107,000 tons, a decrease of 7,000 tons from a week earlier, and the inventory of public delivery warehouses is 260,000 tons (including the part that has not been registered as warehouse receipts), an increase of 4,000 tons. Although silicon prices are weak, market transaction conditions have improved. Some warehouses have reported an increase in shipments and arriving shipments. In terms of factory inventory, silicon companies in north China have brisk orders, and the total inventory of factory warehouses has decreased.

Polysilicon

Price

The mainstream prices of N-type polysilicon and dense polysilicon were 49-53 yuan/kg and 43-47 yuan/kg respectively yesterday. As a new round of contract signing approaches, major 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.

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 is expected to be 55GW in April.

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 China high-purity quartz sand fell. The domestic price of inner layer sand is 300,000-320,000 yuan/ton, the price of middle layer sand is 150,000-180,000 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, the domestic photovoltaic glass production lines have remained stable for the time being, with no growth in production lines undertaking maintenance. As of now, 1,800t/d production lines have resumed work and ignited in April.

Inventory

In mid-to-late April, the glass industry's inventory increased slightly, the transaction volume decreased compared with the beginning of the month, and demand weakened.