B · Normal
[Agency: Insufficient follow-up of new orders, downward pressure on prices in the photovoltaic industry chain is gradually emerging] According to the Science and Technology Innovation Board Daily on the 12th, according to TrendForce, the current polysilicon inventory remains above 570,000 tons, and the pressure of excess supply and demand is still high. Domestic polysilicon companies continue to reduce production this month. Domestic silicon material production is expected to drop to about 95,000 tons throughout the month, but there is a slight excess compared with downstream crystal pulling demand, and the inventory accumulation trend has slowed down. The current inventory of silicon wafers remains at around 27GW, and the overall supply is still relatively abundant. However, the demand for downstream cells is insufficient, and the inventory pressure has not been relieved. Some companies have shipped at low prices, and the overall price continues to be weak and stable. Currently, domestic centralized photovoltaic projects are in the final stage of installation at the end of the year. Order deliveries of 210-size modules have increased, but demand for other size products is still relatively weak. Most of the terminals focus on delivery of urgent needs and pre-bid winning orders, and the overall trading sentiment is dull.
Comments