441 # Overview of Silicon Price Trends
This week, the price of metal silicon # 441 remained strong and upward. As of December 25th, the average price in the domestic metal silicon market was 15620 yuan/ton, an increase of 2.36% compared to the previous week. In recent times, silicon metal production has decreased and silicon factories have started to rise strongly. Driven by the demand for essential purchases, spot prices have overall risen.
The price of 441 # silicon in various regions on the 25th is as follows:
The price range for # 441 metallic silicon in the Huangpu Port area is 15600-15800 yuan/ton, with an average price of 15700 yuan/ton; The price range of # 441 metallic silicon in Tianjin Port area is 15600-15700 yuan/ton, with an average of 15650 yuan/ton; The price range of # 441 metallic silicon in Kunming area is 15200-15400 yuan/ton, with an average price of 15300 yuan/ton; The price range of # 441 metallic silicon in Sichuan region is 15200-15300 yuan/ton, with an average of 15250 yuan/ton; The price range of Shanghai # 441 metallic silicon is 16100-16300 yuan/ton, with an average price of 16200 yuan/ton.
The Factors Influencing the Price of Silicon Metal
In terms of supply:
As of December 21st, the number of furnaces opened this week was 356, a decrease of 8 compared to last week, a decrease of 4 in Yunnan, and a decrease of 3 in Sichuan. The operating rate in the southwest region continues to decline, and silicon factories are reducing production and reluctant to sell, leading to a high sentiment of price support. Due to weather and environmental factors, many areas in the northern region have experienced production restrictions.
In terms of inventory:
As of December 22, the national social inventory of industrial silicon reached a total of 363000 tons, a decrease of 7000 tons compared to the previous week. Among them, the social ordinary warehouse was 125000 tons, which remained unchanged compared to the previous week. The social delivery warehouse was 238000 tons (including unregistered warehouse receipts), which decreased by 7000 tons compared to the previous week.
In terms of demand:
This week, the domestic polycrystalline silicon market remained stable, and the mainstream range of single crystal dense materials with a current model of first-class solar energy has slipped to 55000-65000 yuan/ton. The devices affected by the accident in the early stage have now resumed operation, and the newly added production capacity has been gradually released, achieving mass production and a significant increase in domestic supply. Downstream installation demand is decreasing, and the demand increment in the silicon material market is insufficient in the near future. Prices may still seek downward space in the upstream and downstream game.
The prices of organic silicon and aluminum alloy have slightly increased. The domestic organic silicon DMC market price is referenced around 13920 yuan/ton, and the current quotation for aluminum alloy ADC12 is 19800 yuan/ton. The operating rate of aluminum alloy enterprises has slightly decreased during the week, but the market situation is improving. Aluminum alloy factories are actively purchasing, and inquiries and orders are increasing.
Future Market Forecast
This week, silicon factories continue to reduce production, with seasonal cuts in production in the southwest. Xinjiang silicon factories have reduced production due to environmental protection, leading to increased uncertainty in the supply side. At the same time, downstream demand remains for essential procurement, and it is expected that silicon prices will slightly increase in the short term.
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