Polysilicon prices continue to rise, companies have no margin to sign orders

On January 13, 2021, it was learned from the Silicon Industry Branch of the China Nonferrous Metals Industry Association that on the basis of the price increase last week, the price of polysilicon continued to rise this week, and the domestic single crystal double-input material price range was 85-91,000 CNY/ton. The average transaction price was 87,800 CNY/ton, a slight increase of 0.23% on a week-on-week basis.

At present, most Silicon material companies have signed their orders in January, and even some orders have been signed in February. Polysilicon companies have no balance to sign. They basically execute pre-orders. Only a few loose orders and urgent orders follow the market trend. The transaction was conducted at a high range, so the average transaction price of silicon materials continued to increase this week. A-share related concept stocks mainly include Tongwei shares and TBEA.

Domestic polysilicon continued to rise this week. It is reported that according to the expansion plan announced by domestic polysilicon and wafer companies, the production capacity of the silicon wafer link will increase significantly in 2021, and the output will be basically released this year, and the polysilicon capacity to be built at the end of 2020 will It will be released in 2022 after 14-18 months, that is, there is a time gap between the release of polysilicon and wafer link capacity. The increase in Polysilicon supply in 2021 is far less than the increase in demand. Overall, it is expected that in the short term, Polysilicon prices will continue to move upwards under the support of factors such as stocking up before the Spring Festival and expectations of short supply.