According to the monitoring of business news agency, the domestic polysilicon market price continued to rise this week (5.17-21), and polysilicon grade I is expected to rise by 2.89% this week. So far, the price range is 85000-105000 yuan / ton.

By the end of this week, the polysilicon manufacturers were mainly in stable operation. Two major polysilicon manufacturers in Xinjiang had their polysilicon equipment overhauled, and one company in Inner Mongolia had reduced its production load, which affected part of the output. As a result, the supply of polysilicon was relatively tight in May, and this week has not eased. In the case of material shortage sentiment continues to heat up, the price rises naturally, the price of single crystal rises more strongly, and the price of long-term orders is locked, but the price of loose orders is generally high, further pushing up the expectation of silicon material rise. The domestic price is generally close to 100000, and the price of imported polysilicon continues to rise this week, with the average transaction price exceeding 23 US dollars / kg, and the price of polysilicon is quoted to US $24 / kg.

From the downstream silicon wafer, downstream silicon wafer manufacturers have submitted in the two weeks. On May 14, the price of Longji silicon wafer was increased. The price of 175 thickness G1 of Longji stock was 4.39 yuan / piece, and the price of M6 was 4.49 yuan / piece. On May 20, after the price increase of Longji shares, the price of Zhonghuan was raised again. Among 170 thick silicon chips, G1 (158.75mm) quoted 4.7 yuan / piece, up 0.44 yuan, or 10% compared with the price on May 10; The quotation of M6 (166mm) was 4.85 yuan / piece, up 0.405 yuan, or 9.1%. The rising price of silicon wafer also brings support to silicon material.

However, from the terminal point of view, due to the rising prices of silicon materials and silicon wafers in the upstream of the photovoltaic industry, the downstream battery manufacturers are in the dilemma of shrinking profits and even losing money, and the downstream battery prices are forced to rise, but the price rise is faced with the situation of no market and slowing down demand. In addition, on May 15, India launched an anti-dumping investigation on photovoltaic modules produced in China and other regions, This may affect later export orders, and some overseas orders have been delayed or cancelled.

The polysilicon analysts of the business society believe that the silicon material manufacturers are still insufficient in some maintenance work, and it is difficult to alleviate the shortage of materials in the market in the middle and late ten days. The supply side will support the high price of silicon materials. However, the surge of silicon materials and wafers in the upstream of the photovoltaic industry chain will affect the demand for terminal modules. At present, some overseas orders have been cancelled or delayed, and the pressure on the demand side may be increasing, which may suppress the upward pace of silicon materials to a certain extent.