The transaction pace of silicon wafer segment is gradually warming up, and price increases are being implemented one after another.
The price of polysilicon continues to rise, influenced by news of a symposium on the photovoltaic industry jointly held by six ministries. This has brought short-term support to the slightly weak upward trend of polysilicon prices. Polysilicon prices have further increased, with prices rising by 2-3 yuan per kilogram. First-tier companies are quoting at 52-53 yuan per kilogram, while second-tier companies are quoting at 46-48 yuan per kilogram. Although there have been some small-scale transactions at 52 yuan per kilogram, the overall market transaction range remains at 46-49 yuan per kilogram. The full-size quotation for silicon wafers has increased by 0.05 yuan per piece. The rise in silicon wafer prices is partly due to the adjustment of upstream silicon material prices, leading to increased cost pressure and subsequent price increases. In addition, the advancement of policies against overcapacity and the industry's self-discipline requirements have led to good expectations, making it necessary for companies to not price below cost, prompting silicon wafer companies to actively raise prices. Despite the price adjustments for silicon wafers, transactions have not yet materialized. On one hand, the adjustment in prices has been too short, with some downstream companies still in a wait-and-see mode.
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