China imported 5,772 tons of polysilicon in November

According to the latest customs statistics, China imported 5,772 tons of polysilicon in November, an increase of 0.59% from the previous month; from January to November, the cumulative import volume reached 76,006 tons, a year-on-year increase of 29.84%. According to the latest customs statistics, the import price of polysilicon in China was 5,772 tons in November, an increase of 0.59% from the previous month; the cumulative import volume from January to November was 76,006 tons, a year-on-year increase of 29.84%. In terms of import unit prices, the average import price of polysilicon hit a new low in November at US$20.39/kg, down 12.90% month-on-month, while the import price of polysilicon fell from US$25.76/kg in January-November, which was lower than the 2011 average price. 58.04%.

According to the November national import data, imports from South Korea, the United States, and Germany accounted for 85.97% of the total imports, of which Korea's market share was 26.1%, the United States was 40.3%, and Germany was 19.5%. In November, the unit prices of imports from South Korea and Germany declined in different degrees compared with October, at US$19.41/kg and US$25.88/kg respectively, while the US’s import unit price rebounded slightly to US$17.04/kg, but US import unit prices still rank among the three countries. Lowest position. It is worth paying attention to the industry that the average price of polysilicon imports has reached a new low, to 20.39 US dollars / kg. The Silicon Industry Branch believes that the main reason is that due to China's retrospective taxation investigation, Germany has to digest huge surplus stocks, and at the end of the year, it will be eager for major polysilicon companies to reach sales targets and will not hesitate to refresh their low bids. Specifically, in November, the import volume from Germany fell more than other countries by 1,127 tons, and the average price dropped to US$25.88 per kilogram. The Silicon Industry Branch believes that the import volume from Germany in November is still declining, which is not related to Germany's WACKER limit production. According to the disclosure of its three quarterly report, the production capacity will decrease by 20% by the end of September, combined with the current weak global demand and overcapacity. , limit production further intensified. Therefore, in November, the export of polysilicon in Germany still declined.

With the Ministry of Commerce launching a polysilicon retrospective taxation survey, it is expected that the polysilicon price is expected to bottom out in the future, but the rebound rate is relatively limited. However, the results of China and the EU will directly affect the prices of silicon materials and components. The price system of the silicon material market and photovoltaic market will become more complicated in the future.

According to statistics from the customs, China’s polysilicon exports in November were 410 tons and its cumulative exports were 1,497 tons.