This week (8.29-9.2), the domestic polysilicon price rose slightly, and the trading focus rose by 2000-3000 yuan / ton compared with the previous weekend. According to the monitoring of the business agency, the weekly growth rate of single crystal compact materials with the model of first-class solar energy is 0.23%. The mainstream range is to the range of 296000-309000 yuan / ton.

This week, the prices of silicon wafer manufacturers have not been adjusted yet. The operating rate of domestic silicon material manufacturers is still at a low level. Up to now, about 5 large domestic silicon material manufacturers have had their devices overhauled or shut down. At present, three have started up one after another, and the production is still unstable. Generally speaking, the supply of silicon materials is still tight. In terms of terminals, the start-up of battery cells has also declined, the price is temporarily stable, the operating rate of components remains low, there is a general resistance to high priced raw materials, the demand for distributed installed capacity has declined, and the demand in the later stage may suppress the upstream.

Future forecast: polysilicon analysts of business club believe that the three silicon material enterprises have resumed work and are expected to restore stable supply in the near future. With the increase of supply, the tension in domestic silicon material supply will be eased. However, considering that there are many orders from manufacturers in September and there is no quantity to sign, the demand in the later period can still cover the supply. Therefore, it is expected that the price of silicon material will remain high. We do not rule out the possibility that prices will rise.