In April, the domestic polysilicon market continued the trend of the first three months, and the price continued to rise. According to the monitoring of business society, polysilicon rose by 3.16% on a monthly basis. The main reason for the rise of silicon material is still the tight supply and the support of rising prices of downstream silicon wafer manufacturers. The high opening rate of silicon wafer ensures the stable purchase volume; Due to the improvement of profits of battery chip and component manufacturers and the high price of imported silicon materials. At the end of the month, the price range of polysilicon material is 205000-215000 yuan / ton, and the price range of single crystal material is 245000-260000 yuan / ton.

In terms of supply, the supply of silicon material enterprises is stable this month. The operating rate of domestic silicon material manufacturers is relatively high. There are 12 domestic polysilicon production enterprises in production. In mid April, two of them carried out equipment maintenance and repair, which affected part of the output. In addition, some enterprises, such as Daquan and Yongxiang, expanded their production and released the supply increment. After offsetting the two, the overall supply increased slightly compared with the previous month. At present, the supply is still tight compared with the relatively strong demand.

The orders of most large factories in may have been signed at the beginning of the month, and some scattered orders have flowed out, continuously pushing up the market reference price of silicon materials. At the end of June, enterprises successively signed new orders in June, and some enterprises signed them, and the demand increased unabated. The continuous shortage of supply is the main reason for the continuous rise of silicon material price.

In terms of intermediate products, large silicon wafer manufacturers continued to raise prices this month. On April 13, Longji raised the quotation of some silicon wafers. On April 27, Longji and central raised the quotation of some silicon wafers again. At present, the price of silicon wafer has reached an unprecedented high, which forms a strong support for silicon material and puts great pressure on downstream battery chips and components. In the middle and late ten days, silicon wafers operated at a high level, and the price tended to stabilize. Near the end of the month, the mainstream transaction price of M6 rose to about 5.72 yuan / piece, that of M10 rose to about 6.86 yuan / piece, and that of G12 rose to about 9.05 yuan / piece.

Battery chips and components: this month, the market demand for battery chips and components is mainly stable. After the price rise of battery chips in the middle of the month, the market is still in the process of gradual acceptance. After the price adjustment of silicon chips at the end of the month, the price adjustment of battery chips does not appear temporarily, and the profits of enterprises are squeezed again. The transportation is limited due to the current epidemic, and the shortage of downstream components also contributes to the recovery of battery chips. However, the demand for single crystal M6 size silicon wafer is relatively flat, the demand for M10 and G12 size is strong, and the price support is sufficient. On the component side, the price changes little. On the one hand, affected by the epidemic, it is difficult to get the goods, so we have to control the production capacity; Moreover, terminals generally resist high prices, which suppress some demand.

In the aftermarket forecast, polysilicon analysts of business society believe that the overall performance of the photovoltaic industry is still strong, and the shortage of silicon material supply is difficult to ease in the short term. In particular, some manufacturers still have maintenance plans in May, which will keep the supply tight. The price of high silicon material will be significantly supported. However, the upstream and downstream game situation has been formed. Although the silicon material manufacturers still take the initiative in the bargaining power, the downstream resistance to high prices will put pressure on the rising trend of silicon material. The market is expected to slow down in the near future.