SHANGHAI, Mar 25 (SMM) -

Industrial silicon metal

Price

The spot price of industrial silicon remained weak last week, with the downstream bearish sentiment prevailing. The price of silicon powder orders dropped significantly. Prices of above-standard 553# silicon in east China were 14,000-14,200 yuan/ton, and there was price in north China lower than 14,000 yuan/ton.

Production

On the supply side, the operating rate in the north remains high. Some silicon companies in the south increased production and some decreased output, and the overall output grew. The operating rates of polysilicon and aluminum-silicon alloys are basically stable, and a small amount of silicone production capacity has been undergoing maintenance recently.

Inventory

Social inventory: According to SMM statistics, the national social inventory of industrial silicon totaled 365,000 tons on March 22, a week-on-week increase of 2,000 tons. The inventory of general public warehouses was 107,000 tons, a growth of 2,000 tons from a week earlier, and the inventory of public delivery warehouses was 258,000 tons (including the part that has not been registered as warehouse receipts), flat from last week. Arriving shipments at Tianjin Port were mainly from silicon companies in the north. Factory inventories continued to maintain a slow growth trend.

Polysilicon

Price

The mainstream prices of recharging polysilicon and dense polysilicon were 56-63 yuan/kg and 53-60 yuan/kg respectively yesterday. Some of the N-type products were quoted at 68 yuan/kg.

Production

At present, polysilicon still has a certain profit margin. Leading companies will release new production capacity in April. Polysilicon production schedules will continue to rise. Global polysilicon production is expected to exceed 180,000 tons.

Inventory

The supply of polysilicon continues to increase. On the other hand, the delivery pace of crystal pullers has slowed down and small orders have increased. Polysilicon inventories continue to show an upward trend.

Modules

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

The overall module production schedule remains at a high level. Some leading manufacturers still have plans to continue to increase production in April, and the April production schedule will still increase month-on-month.

Inventory

At present, module inventory is generally controllable, but due to high production schedules in March, module inventory has increased compared with the beginning of the month.

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.

Production

On the supply side, subsequent plans for new production capacity have begun to slow down, quartz sand from India continues to increase, and domestic supply continues to grow.

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 25.5-26.0 yuan/square meter, and the price remains stable.

3.2mm double-layer coated glass: 3.2mm single-layer coated photovoltaic glass is quoted at 26.5-27.0 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 15.8-16.5 yuan/square meter, and the price remains stable.

2.0mm double-layer coated glass: 2.0mm double-layer coated photovoltaic glass is quoted at 16.8-17.5 yuan/square meter, and the price remains stable.

Production

The domestic supply of photovoltaic glass has been relatively stable recently, with glass production expected to be approximately 2.45 million tons in March, an increase from February. Output is expected to continue to grow in the future as companies are more enthusiastic about commencing new production lines than in the previous period.

Inventory

The current corporate inventory is relatively stable, and the destocking speed this week has begun to slow down compared with last week. Near the end of the month, most module companies are preparing for a new round of order negotiations, and their plans to purchase at the current prices decreased.