Solar polysilicon quotes $25 to stabilize

The spot price of solar polycrystalline silicon remains at around US$25 per kilogram. Solar energy companies pointed out that some old polycrystalline silicon plants including Europe and the United States have disclosed that the variable costs have already begun to be affected. The market estimates are the most pressured by the large number of mainlanders. At present, the situation in the mainland market has been slowed down, mainly because many businesses have chosen to cut production or stop production. This is one of the main reasons for maintaining price stability.

The polysilicon spot market price remained at around US$25/kg, but was downgraded due to oversupply pressure from downstream customers. Demand for polycrystalline silicon remained weak. Even if it remained at a new low since the rapid rise of Sun Optoelectronics in 2004, the market’s forecasted trading volume still remained. not tall.

At present, although the price of polycrystalline silicon spot prices has not been significantly reduced in the past one month, solar energy companies have said that the current prices of products with many European and American time-honored factories have actually been fluctuating to varying costs. In particular, the production costs of the old factories in Europe, America, and Japan are low. However, in recent years, many new production capacities have been added one after another. Considering the depreciation of new equipment, production costs may not be as low as the outside world has imagined.

Affected by the current poor demand, many source plants have already started mass production cuts and production cuts. Among them, the majority of mainland China's polycrystalline silicon plants, which were joined by the solar photovoltaic industry in recent years, are dominated. The market also estimates that the mainland polycrystalline silicon plant should be In the oversupply of this wave, the pressure was greatest.

The mainland solar energy industry pointed out that prices cannot effectively stimulate demand. The mainland Poly-Crystal plant recently hoped to take the opportunity to adjust the process to reduce production costs in order to enhance competitiveness. Therefore, the situation of selling goods has also eased, and polycrystalline germanium prices have remained at around US$ 25 per kilogram. .

The solar energy industry believes that many polycrystalline silicon producers who have ceased production are much more expensive than their current market prices, and that the demand for polycrystalline silicon plants is higher than that of downstream plants. It is estimated that some industrial idlers may face “unconsciously” In the dilemma, new production capacity and new investment plans announced in the past may stop here. In particular, new plants with insufficient cost competitiveness are under pressure.

In 2011, due to the weak demand from the solar photovoltaic market, the solar photovoltaic industry chain began to suffer from price slides from battery and silicon wafer fabs. The delicate distance between price and variable cost has become an important strategy for the industry to stop production. The polysilicon spot price also fell with client demand, and then tested the contract price. The issue between price and variable cost was once again moved to the Polysilicon plant, and the global polycrystalline silicon plant was affected by issues such as production qualification, technology, and capital adequacy. The large cost gap, coupled with high production characteristics and high capital investment thresholds, are considered to be the least able to face the oversupply in the entire supply chain.