This week, the price of silicon material still fell slightly, but the decline was significantly narrowed. Among them, the average transaction price of single crystal re feeding, single crystal compact material and single crystal cauliflower material decreased by less than 0.7%. This week, the decline of silicon material price continued to narrow, mainly due to: on the one hand, the price of silicon wafer has shown a steady upward trend. In order to meet the growth of downstream demand, the operating rate of silicon wafer enterprises has increased steadily, the intensity of silicon material procurement has also been gradually strengthened, and the periodic demand growth has slowed down the decline of silicon material price; On the other hand, the operating rate of downstream first-line enterprises is expected to increase to more than 70%. Some first-line silicon enterprises resume signing orders due to increased demand, and the transaction price remains relatively high, supporting the narrowing of the decline in the average price of silicon this week.


The centralized preparation before the festival led to a shortage of raw material supply again, a rebound in prices, and another shock in the industry. However, the most direct reason for this rise is that during the price decline in December, most downstream enterprises were seriously bearish and did not purchase raw materials, resulting in the backlog of inventory of single enterprises, the production of some negative enterprises and the reduction of supply. However, the Spring Festival is earlier this year, and the shutdown time of some materials is also earlier. Recently, the downstream centralized goods preparation has caused a shortage of spot goods in the market.






It is understood that most large downstream households have finished preparing goods recently, and some small households are still preparing goods. It is expected that the price will remain high and volatile in the short term, but the price is likely to fall after the Spring Festival.


For the whole photovoltaic industry chain, Li Zhenguo, founder and President of Longji shares, said that on the whole, the price rise of the supply chain is also a market law. An imbalance in a certain link leads to a rise in prices, which will greatly increase the investment income and profitability of this link. After that, it will attract more social forces to enter this link to supplement production capacity, which itself is a normal cycle. Under the expectation of photovoltaic development, this is the industry self optimization of short-term capacity adjustment and industrial chain adjustment. It is impossible for some supply chain enterprises to expand production when they did not make money in the past. Price rise is also a reaction to normal market behavior. When the downstream is not unblocked, it will naturally not rise. Market economy is the most effective hand. We should still respect the market.






Premier Li Keqiang presided over a symposium on tax reduction and fee reduction. In the face of the new downward pressure on the economy, we should continue to do a good job in the "six stabilities" and "six guarantees", and implement greater combined tax reduction and fee reduction according to the needs of market subjects, so as to ensure a stable start of the economy and stabilize the macro-economic market in the first quarter. We should continue the expired tax reduction and fee reduction measures, increase the calculation and deduction of R & D expenses and the tax rebate of value-added tax, and provide accurate assistance to difficult industries such as service industries seriously affected by the epidemic.