On June 15, the silicon industry branch announced the latest silicon material transaction price!
This week, the domestic single crystal re feeding price range was 263000-270000 yuan / ton, and the average transaction price was 268500 yuan / ton, with a weekly increase of 0.41%; The price range of single crystal densified material is 261000-268000 yuan / ton, and the average transaction price is 266100 yuan / ton, with a week on week increase of 0.42%.
So far, the silicon material price has risen for three consecutive weeks. This week, the single crystal re feeding price range is still 270000 yuan / ton, but the average transaction price has risen to 268500 yuan / ton, an increase of 11000 yuan / ton or 0.41% compared with last week. The situation of single crystal dense material is the same as that of compound feeding, but the price is slightly lower.
According to the silicon branch, the orders of all silicon material enterprises in June have been signed, and the delivery date of the first four first-line enterprises’ orders will basically be implemented until the middle of July. This week, only three enterprises signed a small number of urgent orders and loose orders, with prices concentrated at RMB 270000-272000 / ton, and the trading volume higher than RMB 270000 / ton is relatively small.
Silicon material continues to operate at a high level. There is no doubt that the upstream silicon material enterprises benefit the most. In the first quarter of this year, the performance of silicon material leading enterprises has increased significantly year-on-year. After entering the second quarter, the price has increased slightly. Under the condition that the cost remains unchanged or even decreases slightly, the gross profit margin of silicon material enterprises is expected to rise further. The report of the first half of the year must be very bright.
Of course, this will also cause the component price to rise, or “pour a basin of cold water” on the “hot” distributed photovoltaic in 2021.