Rising! The price of silicon materials is expected to rebound rationally by the end of the year

　　On December 18, the Silicon Industry Branch of the China Nonferrous Metals Industry Association released the latest transaction price of solar-grade polysilicon.

　　Past week:

　　The transaction price of N-type re-investment materials was 39,000-43,000 yuan/ton, averaging 40,300 yuan/ton, week-on-week flat.

　　The transaction price of N-type dense materials was 34,000-37,000 yuan/ton, averaging 36,300 yuan/ton, week-on-week flat.

　　The transaction price of N-type polysilicon was 32,000-35,000 yuan/ton, averaging 33,100 yuan/ton, week-on-week flat.

　　The transaction price of N-type granular silicon was 36,000-37,500 yuan/ton, averaging 37,000 yuan/ton, week-on-week flat.

　　Compared with the price on December 11,Silicon material prices remained stable this week.Solarbe PV learned that the silicon material market was active this week, and the December orders were basically completed before the middle of the month. Recently, the order signing strategies of various enterprises have shown obvious differentiation: leading enterprises maintain a strong attitude of maintaining prices, and some orders are concluded with a slight price increase; while some enterprises, based on market supply and demand and their own inventory, have concluded transactions with a slight price reduction. Overall,Driven by industry self-discipline and pre-holiday stocking, the market is expected to show a trend of "low prices disappearing and high prices probing."

　　According to feedback from relevant enterprise personnel,Almost all polysilicon enterprises were under maintenance or reduced load this week.With the recent further increase in production reduction by various manufacturers, silicon material production has gradually stabilized, but current inventories are still at a relatively high level. As the year-end approaches, affected by the pressure of financial reports and the weaker expectation of demand in the first quarter of 2025, most silicon material manufacturers hope to complete as many order signings and transactions as possible before the end of the year. Therefore,Silicon material prices may rise slightly in the short term, but the possibility of price reductions for some orders cannot be ruled out.

　　On the silicon wafer side,Prices remained stable this week.Currently, large-size silicon wafer production lines generally plan to reduce production, but affected by the strong demand for 183N, some enterprises are moderately increasing the output of this Specification. Solarbe Consulting data shows that December production is basically the same as November. Recently, the silicon wafer sector will showa situation where production increases and decreases coexistAt the same time, old inventory is being cleared quickly. Overall, the inventory level of silicon wafers is gradually returning to a healthy state, and prices are expected to remain stable.

　　On the battery side,Prices remained stable this week.Due to the rapid shift of battery production lines to large Sizes in the early stage, leading to tight demand for 183N batteries at the end of the year,the temporary mismatch between supply and demand has provided some support for the Price of some Specification batteries.In addition, the production of batteries has recently decreased slightly, coupled with weakening downstream demand, and shipments have fallen. Overall, battery Prices are expected to remain basically stable in the short term.