After the power rationing and extensive maintenance of devices in August led to a sharp rise in silicon material market, in September, the domestic polysilicon market was stable at a high level, with a monthly increase of only 0.68%. As of September 30, the domestic supply price basically maintained the level at the beginning of the month, while the import supply declined slightly, with a range of 1000-3000 yuan/ton. According to the monitoring of the business community, the single-crystal compact mainstream range with the model of primary solar energy at the end of the month reached RMB 298-30900/ton.

From the perspective of silicon material commencement, the operating rate of domestic silicon material manufacturers has significantly increased this month. In August, five enterprises were overhauled or temporarily shut down, and in September, three enterprises resumed operation in succession. The remaining two sets of devices are expected to be recovered in October, with a significant increase in supply compared with the previous month. On the whole, silicon material supply is still in short supply due to the continuous follow-up of downstream demand.

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. The commencement of silicon wafer is generally stable, and the demand continues to advance.

In terms of terminals, the price of battery chips rose slightly this month, and the pressure on enterprises eased slightly. The operating rate has not changed much. The operating rate of components has basically maintained the previous level, slightly increased compared with the beginning of the month. The price has tentatively increased. The construction of large domestic surface power stations has been accelerated, and the demand side has steadily increased. Europe is short of natural gas, and the transition from traditional energy to new energy will increase the demand for domestic components.

Future market forecast: polysilicon analysts from the business community believe that the current silicon material supply has significantly improved compared with that in August. The maintenance devices will resume work next month, and the supply is expected to increase later, and the supply pressure will continue to ease; At the same time, it will also suppress the price of silicon material. However, considering that the downstream demand is only increasing, the supply and demand will continue to maintain a tight balance. Based on comprehensive consideration, it is expected that the silicon material price will continue to operate at a high level in October.