Silicon Material Prices Remain Basically Stable
Recently, the overall price of the domestic silicon material market has basically remained stable. In particular, there have been almost no transactions for n-type rod-shaped silicon, and no price has been established yet. The transaction price range for p-type dense materials is US$7,340.5-8,587/ton, with an average transaction price of US$8,310/ton. , unchanged month-on-month. There was a certain transaction volume for n-type granular silicon, and the transaction price range was US$8,310-8,725.5/ton. The average transaction price was US$8,420.8/ton, a month-on-month decrease of 1.94%.
Note: This price is calculated based on the weighted average of the quarterly output proportions of N-type materials, compound materials, dense materials, and cauliflower materials of 12 polysilicon manufacturers (the output of the 12 companies participating in price statistics in the fourth quarter of 2023 accounted for the total domestic output 92.6% of the output, monocrystalline materials account for 86.92%), all prices include tax, and the increase or decrease is based on the previous price comparison.
There are many reasons for price changes, one of which is that silicon wafers will pay more attention to cost performance on the raw material side. With the continuous advancement of technology, the requirements for the purity, distribution uniformity, and grain size of silicon materials in the silicon wafer production process are becoming higher and higher. The cost of producing p-type silicon materials using the traditional cross-linking method is high, but the new arc melting method can significantly reduce production costs.
In addition, due to the country's increasingly high requirements for energy conservation and emission reduction in recent years, the new energy industry has also developed rapidly, especially the solar photovoltaic industry. As a result, the price of solar cells has been greatly compressed. In order to improve the cost performance of solar cells, silicon material suppliers will pay more attention to cost performance factors in the selection of raw materials.
In the long term, the country's promotion of environmental protection, energy conservation, new energy and other fields will gradually increase the demand for silicon materials, and at the same time strengthen the guidance and supervision of silicon material production links. Under the joint action of national policies and market demand, the silicon material industry will gradually achieve industrial upgrading and structural optimization.
In short, the current silicon material market prices remain basically stable, and the future development trend is positive. Silicon material prices will also be affected by national policies and market demand, and gradually achieve stable development. As a silicon material supplier, we must continuously improve our technical level and production capabilities, increase investment in research and development, and promote the development of the silicon material industry in a high-end, green, and intelligent direction.