On December 22, according to the latest data of silicon branch of China Nonferrous Metals Industry Association, the domestic single crystal re feeding price range this week was 233000-243000 yuan / ton, and the average transaction price fell to 238600 yuan / ton, with a decrease of 4.94% on a weekly basis; The price range of single crystal dense material was 231000-241000 yuan / ton, and the average transaction price fell to 236200 yuan / ton, with a decrease of 5.14% on a weekly basis.






The price of silicon materials continued to decline this week, including the average transaction price of single crystal re feeding, single crystal compact materials and single crystal cauliflower materials, all fell sharply month on month, with a decline of about 5%. The overall turnover of silicon material this week is relatively active than last week, and most orders are long orders this month, and some loose orders and urgent orders are traded at interval high prices. The main reason for the downward trend and large decline in silicon material price this week is that the turnover of silicon material enterprises is light for two consecutive weeks, some silicon material enterprises have a small amount of inventory backlog, and the production expansion increment of individual enterprises is released. In the same period, silicon wafer enterprises maintain a relatively low operating rate, resulting in the continuation of the market relationship that silicon material supply exceeds demand. Therefore, silicon material price maintains a downward trend this week, However, a large number of orders were signed after several weeks of the upstream and downstream stalemate game, resulting in a relatively significant decline in the price of silicon this week.






As of this week, 12 domestic polysilicon enterprises have maintained normal operation. According to the production situation and plan of each silicon material enterprise, it is expected that the domestic silicon material output will increase by about 8% in December, of which the monthly increment of the two expanded enterprises is more than 2000 tons, and the domestic silicon material output in the whole year is expected to be 485000-488000 tons. From the perspective of supply and demand of silicon material market in December, the domestic silicon material output and import volume are expected to be basically the same as the silicon material demand corresponding to the silicon wafer output, and the inventory of some silicon materials that have not yet been shipped can not reverse the relationship between supply and demand in December. Therefore, it is expected that the silicon material price will continue to decline slowly in the short term. From the aspect of silicon wafer, the current relatively low operating rate can not fully meet the downstream demand, and the silicon wafer price has shown upward signs. It is expected that the decline of silicon material price will stimulate the increase of silicon wafer operating rate to a certain extent, and the increase of silicon material demand will support the stable operation of polysilicon price after the limited decline.