Polysilicon prices held steady over weekend,with N-type recharging polysilicon quoted at 32.7-35.5 yuan per kilogram. But market activity stayed quiet. No new orders signed after recent exhibition . Industry players watching potential policy shifts that could shake things up.
Silicon metal sector saw prices for oxygen-blown #553 silicon in eastern China from 9,100 to 9,300 yuan per metric ton,while #441 silicon priced between 9,300 and 9,400 yuan per metric ton . Most-traded futures contract hovered around 8,700 yuan per metric ton,with slight uptick. Suppliers held firm on prices, but downstream buyers' caution led to a standoff in spot market.
Production figures show China's polysilicon output jumped in June, driven by growth in Sichuan,Qinghai, and Inner Mongolia. This follows earlier surge in silicon metal production,which hit 331,300 metric tons in May, a 3.6% month-on-month and 7.6% year-on-year rise. June projections suggest production could reach around 360,000 metric tons .
Social inventories of silicon metal stable at 560,000 metric tons as of June 4,with no big changes week-on-week. Some top producers saw inventory drop to about 100,000 metric tons after recent deliveries.
In module market, domestic distributed module prices kept falling amid fierce competition. Gap between top-tier and third-tier producers widened. Demand stayed sluggish. High-efficiency distributed Topcon modules quoted at 0.736 yuan per watt for 183 variant, 0.7415 yuan per watt for 210R, and 0.7435 yuan per watt for 210N. Centralized Topcon modules priced at 0.723 yuan per watt for 182/183 models and 0.743 yuan per watt for 210N.
Operating rates for domestic module production remained stable,though variations noted across different tech. BC module lines nearly full capacity,while TOPCon lines saw lower use. As producers ramped shipments, module inventories dipped slightly.
Meanwhile, prices for high-purity quartz sand varied. Domestic inner-layer sand priced between 40,000 and 45,000 yuan per metric ton,middle-layer sand at 20,000 to 24,000 yuan per metric ton. Imported high-purity quartz sand quoted at 50,000 to 55,000 yuan per metric ton. Average price for 36-inch quartz crucibles kept sliding, now 6,600 to 6,900 yuan per piece.
Looking ahead,quartz sand producers tweaking production plans to match wafer demand. Some crucible makers reported uptick in orders. Demand for PV-grade high-purity quartz sand in semiconductor applications picking up...
PV glass market prices stayed stable. 3.2mm single-layer coated glass quoted at 15-16 yuan per square meter, double-layer at 16-17 yuan per square meter. 2.0mm single-layer coated glass priced at 8.5-9.5 yuan per square meter. Some glass makers tried price hikes during SNEC exhibition, but module makers resisted. Talks continue.
As June rolls on, glass production strategies largely set. Firms keeping production cuts. Supply expected to tighten,while module producers start stockpiling materials,though procurement volumes remain limited...
