Recently, the Silicon Industry Branch announced the price of polysilicon, and the price of N-type rod silicon fell sharply, with the transaction price range of N-type silicon ranging from 58,000 to 65,000 yuan/ton, and the average transaction price was 60,600 yuan/ton, down 15.95% month-on-month.
In addition, the trading volume of p-type rod silicon is very small, and the price differentiation is relatively serious, and the market quotation continues to loosen, and no clear price has been formed for the time being. The price of n-type granular silicon continued to decline, with a transaction price range of 54,000-59,000 yuan/ton, and an average transaction price of 55,000 yuan/ton, down 8.49% month-on-month.
According to the current cost situation of polysilicon enterprises, the current polysilicon cost of secondary and tertiary enterprises is basically between 50,000 and 60,000 yuan/ton, and some polysilicon enterprises have already inverted the cost.
However, for leading enterprises, the cost of polysilicon can be basically controlled at about 40,000 yuan/ton, Tongwei shares semi-annual report disclosed that the company's polysilicon production cost has dropped to less than 40,000 yuan/ton, GCL Technology disclosed in the report: Leshan base granular silicon production cost of about 35,680 yuan/ton, Daqo Energy disclosed that in the third quarter of this year, the cost of polysilicon sales was 47,800 yuan/ton, and the cash cost was 41,600 yuan/ton.
Compared with other parts of the PV industry chain, which have already lost money, leading polysilicon companies still have a high level of profit margins. In addition, according to the statistics of the Silicon Industry Branch, the annual output of 17 polysilicon manufacturers is expected to exceed 2 million tons! According to the current ratio of 1:3.5-1:4, 2 million tons of polysilicon will produce about 700GW of modules, and polysilicon overcapacity will be obvious in 2024!
According to the annual reports disclosed by polysilicon companies recently, the performance of polysilicon giants has fallen sharply by more than 50%, indicating the end of the era of "silicon is king".