One week after the festival (10.10-14), the domestic polysilicon market was stable, and the price continued to the level before the festival, with a weekly increase of only 0.11%. As of October 14, the domestic supply price was stable, and the import supply increased slightly, with a range of 1000-2000 yuan/ton. According to the monitoring of the business community, at the weekend, the single-crystal compact mainstream range with the model of primary solar energy reached RMB 298-30900/ton. The supply and demand of the market are flourishing, and the supply and demand are basically balanced.

From the perspective of silicon material commencement, the operating rate of domestic silicon material manufacturers has significantly increased this month, and most domestic manufacturers have started work normally. Two units in the maintenance period have been recovered successively in September before, but under the influence of Xinjiang and Inner Mongolia epidemics, although the production of units has not been affected, due to the impact of transportation, delivery may be delayed, and the supply has little impact. On the whole, the post holiday supply has significantly increased compared with the previous month, and the increase in silicon material supply is the main reason for the stabilization of silicon material price.

From the perspective of downstream silicon wafers, silicon wafers continued to be stable this month. On September 27, Dachang Longji Co., Ltd. released the executive price of silicon wafers. The price was still the same as that in August, rising or falling to zero. In October, the price of large silicon chip manufacturers was not adjusted, the silicon chip commencement was generally stable, and the demand continued to advance.

In terms of terminals, the price of battery chips rose slightly after the festival. The mainstream transaction price of single-crystal M6 battery chips was stable, about 1.29 yuan/W, but the mainstream transaction price of M10 battery chips rose slightly, about 1.33 yuan/W, and the mainstream transaction price of G12 battery chips rose to about 1.31 yuan/W. The pressure on enterprises has eased slightly. The operating rate has significantly increased. Although the market has stock before the festival, the market trading is still strong after the festival. The steady shipment of terminal components, the gradual start of domestic large-scale ground power station projects, and the overseas demand for new energy layout boosted the delivery of components.

Future market forecast: polycrystalline silicon analysts from the business community believe that the supply and demand of silicon materials are basically balanced at present, and the market has stabilized due to the increase in supply. Later, with the steady growth of newly put into production capacity, and the recent absence of maintenance plans by manufacturers, prices will still be somewhat suppressed. However, the increasing downstream demand will also support the high price of silicon materials, and the market is expected to remain dominated by narrow shocks.