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SMM, February 13: Silicon Metal:
This week, spot silicon metal prices remained stable, with active market inquiries. As of February 13, above-standard #553 silicon in east China was priced at 10,800-10,900 yuan/mt (flat WoW), #441 silicon at 11,100-11,300 yuan/mt (flat WoW), #421 silicon at 11,500-11,700 yuan/mt (flat WoW), and #3303 silicon at 11,900-12,000 yuan/mt (flat WoW). In recent days, market inquiries for silicon metal have increased, and transactions have gradually warmed up. Silicon producers' quotes were basically flat compared to earlier levels, with limited price concessions from suppliers. Market prices were basically stable. The most-traded SI2505 futures contract fluctuated around 10,700-10,900 yuan/mt, closing at 10,740 yuan/mt on February 13. The self pick-up price in Tianjin roughly aligned with silicon producers' spot quotes, with some producers offering even more competitive prices.
Demand side, the operating rate of the polysilicon industry was basically stable, with polysilicon enterprises primarily focusing on consuming raw material inventory. Recently, the number of silicon powder orders released has been relatively small. The operating rate of the silicone industry declined, mainly due to maintenance of some silicone monomer capacities, leading to weaker consumption of silicon metal. On the other hand, reduced operating loads of silicone monomer production, combined with silicone enterprises standing firm on quotes, supported a slight upward trend in DMC prices. The operating rate of the aluminum-silicon alloy industry increased, driven by post-holiday resumption of production. However, downstream die-casting enterprises in the alloy sector operated below capacity due to the off-season, and the aluminum alloy market's transaction atmosphere remained moderate, with the industry yet to return to normal operating levels.
From the perspective of downstream operating rates, there was no significant increase in demand over the past two weeks. Supply side, some capacities are expected to resume. Sentiment-wise, silicon producers lacked confidence to raise prices and showed no willingness to cut prices. Downstream buyers and traders were not receptive to price hikes, resulting in a stalemate in silicon metal prices. Attention should be paid to subsequent silicon powder order transactions.
Polysilicon:
Polysilicon: This week, the mainstream transaction prices for N-type recharging polysilicon were 39-45 yuan/kg, while N-type dense polysilicon traded at 38-42 yuan/kg. The transaction range for polysilicon remained unchanged, but some manufacturers saw slight increases in actual transaction prices with crystal pulling plants, rising from the previous 41-42 yuan/kg to 42-43 yuan/kg. The slight price increase was mainly driven by top-tier enterprises standing firm on quotes and optimism about H1 installation demand. For the time being, the market remains stable and observant, with attention on subsequent capacity launches and self-regulation in the wafer sector.
Silicon Wafer: This week, domestic N-type 18Xmm silicon wafers were priced at 1.18-1.18 yuan/piece, N-type 210R wafers at 1.26-1.35 yuan/piece, and N-type 210mm wafers at 1.55-1.55 yuan/piece. Silicon wafer prices declined slightly this week, primarily reflected in the drop in 210R prices, with some small manufacturers quoting below 1.26 yuan/piece. This model continued the weak demand trend seen before the holiday. Currently, downstream buyers of silicon wafers strongly resist high-priced resources. The 183 model also saw sporadic price reductions and still has room for further declines, with prices likely to weaken overall.
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