Polysilicon: This week the overall downstream market continues to fall rapidly, but the domestic first-line polysilicon companies are still firm offer, on the one hand, there is no inventory of polysilicon market, on the other hand first-tier manufacturers delivery has been years ago, no reduction necessary. Affected by the logistics during the Spring Festival, downstream businesses also have some stocking needs. However, with the weakening of the downstream links, the traders in the polysilicon market and the prices of some second-tier ones have begun to be somewhat loosened. The overall industry is expected to cut polysilicon larger in this environment less turnover of polysilicon this week.
Silicon: This week polysilicon prices continue to decline, the current price of first-line plant 4.2-4.3 yuan / piece, second-tier manufacturers in the price of 4 yuan / piece or so, but the specific orders are almost always a single agreement this week, the actual landing orders more Few, the downstream cells continue to pressure, and even requires polycrystalline 3.8-4 yuan / piece, due to the overall upstream polysilicon strong, while the downstream demand is still weakening, there are many silicon on the market that cut or have been cut. Monocrystalline, the leading enterprises this week cut 0.2 yuan / piece, the first line price of 5.2 yuan / piece, second-tier companies monocrystalline silicon price 4.95-5 yuan / piece. As the downstream battery business weakened demand, the overall inventory of silicon continues to accumulate. As the current corresponding polysilicon prices are still high, once the polysilicon prices, this part of the inventory will face a significant risk of impairment.
Cell: Polycrystalline cells this week, the price continued to plunge, as of the last business day this week, first-line polycrystalline cell prices have reached 1.4 yuan / W, while the downstream components factory under pressure, requiring prices below 1.4 yuan / W , Due to the weak overall demand, orders landed a few; the current market as a whole more orders for polycrystalline cells pressure, inventory continues to increase, reduce production, production gradually increased, some of the first-line cell factory has begun to accept or ready to accept the foundry Order. Monocrystalline, with the price of monocrystalline silicon down this week, single-crystal cells down to 1.6-1.63 yuan / W, single-crystal PERC cells remained at 1.7-1.75 yuan / W, the overall weak market demand, The actual volume of single crystal is relatively flat.
Components: As the domestic market, with the end of last year, grab equipment and rebuilt in January the end of the domestic market demand continues to cool down, with this week's snow-affected projects nationwide start-up and logistics, but also makes the overall terminal demand "frost Add snow. " At present, the prices of silicon wafers and batteries are dropping rapidly, while the prices of polycrystalline silicon are still at high levels. The prices of downstream components are still expected to fall. Therefore, the market is currently in a wait-and-see situation. In overseas markets, demand in the Japanese market was lower than expected, while demand in India remained. However, due to the existence of a safeguard investigation and the uncertainty of whether the provisional tax rate of 70% was traced, some shipments were cautious. Overall, overseas orders are better than domestic ones.