Silicon: Supply is still in short supply, and prices may remain high
Observing the production and operation of the silicon material link this week, two companies are still under maintenance, and it is expected to return to normal in late September; the increase in China’s polysilicon supply from October will alleviate the current supply shortage to a certain extent.
In terms of price, the mainstream price of mono-grade polysilicon remains in the range of 43.421-43.851 US dollars per kilogram, and the price of recycled polysilicon is slightly higher than this range, but the overall signed price has gradually shown a stable trend, and the transaction price range has gradually expanded, that is, between high and low prices. The range of quotations began to widen. Due to the overall tightness of the supply of silicon materials in September, the short-term price is expected to remain high.