Polycrystalline silicon contract in the third quarter is unclear

Most solar polycrystalline silicon contract prices are negotiated for the next month's trading price in the middle of the month, or the contract price for the second quarter is negotiated at the end of the quarter. However, due to the poor solar photovoltaic market conditions in the second quarter, the polycrystalline silicon spot market price is quoting from the first quarter. At more than 70 US dollars, the current price of 50 to 55 US dollars, so that the polycrystalline silicon contract buyers and sellers after many negotiations, still can not reach consensus.

Even if it has reached the end of the sixth quarter and the end of the second quarter, how will the contract price for July and the third quarter go? Still no answer. The main reason is that the vast majority of contract buyers are not satisfied with the price code issued by the source plant. The source plant intends to use the current price of 50 to 55 US dollars per kilogram until the third quarter.

However, for silicon wafer fabs, 6-inch wafers cost about US$2.5. However, the price of silicon wafers has already fallen below this level, causing the wafer fabs to lose money, and even if the source companies do not lower their prices, wafers will not be reduced. Also speaking does not rule out the boycott feed.