In the past week, polysilicon prices have shown a consistent upward trajectory, reflecting market dynamics and a delicate balance between supply and demand.
Specifically, n-type polysilicon material transactions have increased by 1.41%, with a similar trend observed in n-type polysilicon granules (1.67%).
| Polysilicon Material Type | Transaction Range (CNY/kg) | Average Price (CNY/kg) | Average Price (USD/kg) | Weekly Change |
|---|---|---|---|---|
| N-type | ¥70.00 – ¥73.00 | ¥71.90 | $10.00 | +1.41% |
| N-type granular silicon | ¥60.00 – ¥62.00 | ¥61.00 | $8.49 | +1.67% |
| Mono recharge | ¥58.00 – ¥66.00 | ¥61.80 | $8.60 | +1.48% |
| Mono Dense | ¥56.00 – ¥64.00 | ¥59.30 | $8.25 | +1.19% |
| Mono Popcorn | ¥53.00 – ¥61.00 | ¥55.30 | $7.70 | +0.91% |
Compared to prices on January 24, this week’s data shows a slight increase in polysilicon prices. Notably, n-type material prices continue to rise, and p-type material prices have rebounded, leading to narrower transaction ranges.
Insights from Solarbe reveal that recent production capacity growth has expanded the supply chain for n-type silicon materials. Although it hasn’t fully met downstream demand, it has shifted overall transaction price ranges upward, hinting at potential future price increases.
At the same time, wafer manufacturers are gearing up for pre-holiday stocking, boosting the operating rate and supporting n-type polysilicon prices.
Leading polysilicon producers are showing a clear willingness to raise prices for n-type materials, contributing to a continuous widening of the n-p price difference.
Wafer, cell prices
In the silicon wafer and cell segments, overall prices have stabilized after a brief decline.
The accelerated pace of capacity switching has led to reduced production of p-type wafers and cells, causing supply shortages and a slight price increase.
However, the n-p cell price difference remains above CNY 0.08/W.
Solarbe analysts emphasize that the recent decline in industrial silicon prices and the ongoing rise in prices have eased cost pressures on polysilicon producers.
This has provided them with more profit margins and delayed the expected time for capacity clearance.
Looking ahead, as p-type demand decreases and gradually exits the market, n-type is expected to become the market’s mainstream this year.
With new n-type production capacity gradually coming online, various industry chain segments may witness a new round of price negotiations.
