In the week of March 12, the price of polysilicon continued to rise by 2.50%; since March, the price of polysilicon has increased by nearly 10%. The main reason for the increase is that under the background of stable supply, the demand for downstream silicon wafers continues to increase, and after the price of silicon wafers is increased, the tolerance for the high price of upstream silicon materials is increased. According to the monitoring of business news agency, as of March 12, the mainstream price of domestic polysilicon primary material market was 67000-70000 yuan / ton, and the mainstream price of imported material was 75000-90000 yuan / ton. At present, the price of polycrystalline silicon has reached the highest point in nearly two years.

At present, the domestic silicon market is still in short supply. Since the middle and last ten days of February, the operating rate of domestic polysilicon manufacturers has tended to be normalized. At present, about 10 domestic polysilicon manufacturers are in normal operation, and only one device is maintained, which affects a small amount of output. Among them, manufacturers in Sichuan, Ordos, Inner Mongolia and other regions contributed about 80% of the output. However, even if silicon material manufacturers started at full speed, it did not bring ease to the supply side. Large enterprises signed orders in good condition. Most large factories signed orders in March, and some began to sign new orders next month. The tight supply of silicon material manufacturers to raise prices to provide a prerequisite. The deep reason is inseparable from the demand side.

The demand for downstream silicon wafers only increases, and the price of silicon wafers continues to rise. Under the cost transmission effect, the tolerance of silicon wafer manufacturers to high price raw materials gradually increases, which does not affect the demand. At the beginning of this month, the leading silicon companies Longji and Zhonghuan announced new brand prices one after another, and the prices rose in an all-round way. This week, the quotation of silicon wafers fluctuated slightly. After the leading enterprises raised their quotation in an all-round way, the whole industry chain was on the rise, and the price rise of silicon wafers eased the cost pressure brought by the early silicon material rise. Moreover, there is a strong demand for silicon wafers in terminal batteries, and silicon wafers are in short supply. The linkage of industrial chain is the fundamental reason for the rise of silicon materials.

According to the business association, the current market logic is that the rise of silicon materials is transmitted to silicon wafers, and then to components. The shortage of raw materials leads to irrational price rise. Moreover, the middle and lower reaches of enterprises begin to gradually reduce the operating rate to relieve the pressure. Later, the demand may be restricted, and the impact on the upstream will gradually appear. Under the game between cost and supply and demand, the upward space of silicon materials is limited It will be compressed to a certain extent, but the supply and demand fundamentals are still good for silicon materials. At least in the near future, the price of silicon materials is easy to rise but difficult to fall.