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The traditional demand for polysilicon will be warmed up in the peak season.
According to the PV industry website PVinsights statistics on July 6, the price of China's polysilicon in the past two weeks began to stabilize, and last weekend showed a rebound of 0.46% from the previous month. During the week from June 19 to 24, the price range of the 6N series of polysilicon materials was 52 US dollars to 61 US dollars / kg, while the price on July 1 stabilized to 54 US dollars to 62 US dollars / kg. A senior executive of the polysilicon business disclosed to the "First Financial Daily" reporter that the price of bulk polysilicon in some regions has increased by 10~20 yuan/kg compared with the end of June (that is, from $1.54 to $3.09/kg). . Guojin Securities’ analysis report on the 6th also pointed out that due to the traditional peak season of the photovoltaic industry in the third quarter of this year, in the first half of the year, demand is almost stagnant, the third quarter starts is expected to exceed industry expectations, in addition to Germany on July 1 The policy of canceling the subsidy reduction has also stimulated the market. From March to June this year, the price of photovoltaic products collapsed all the time. According to PVinsights, at the end of May, the price of crystalline silicon photovoltaic modules fell to an average of 1.33 US dollars per watt, down 17% from the high level at the beginning of March, and the crystalline silicon battery decreased by 33% during the same period. It has dropped by about 21%. After entering the end of June, the price of some products was basically stabilized. Our reporter found that just last week, the price of polycrystalline silicon (156 type) was between 15 yuan/piece and 17.6 yuan/piece, and the price of monocrystalline silicon wafer (125 type) was at 11.5 yuan/piece~13 yuan/piece. , consistent with the price of the previous week. In addition, the price of the 245 watt monocrystalline silicon module and the 230 watt polysilicon module has stabilized despite the fact that it has not risen. The highest prices of the two types of products are $1.51/W and $1.5/W, respectively.