Recently, according to SMM understands, Some domestic integrated enterprises, along with several leading crucible companies, are entering overseas markets. Imported High-Purity Quartz Sand The company's long-term order negotiation period Currently, it is understood that negotiations are in their early stages, and the process is expected to enter a prolonged period of bargaining and strategic maneuvering. However, analysts predict that the final long-term contract price in this round will once again fall below mid-year levels—indeed, some companies have already adjusted their price expectations downward to as low as Around 70,000 yuan per ton.

First, let's focus on the current price trend of high-purity quartz sand imported in small batches by traders. ， In October, prices continued their downward trend overall, as domestic crucible companies showed a steadily declining willingness to purchase, primarily due to weak demand from the silicon wafer sector. This sluggishness has gradually begun to ripple upstream, while at the same time, importers of silica sand are expected to ramp up production capacity in the near term. As a result, the anticipated oversupply is putting significant pressure on sand producers' pricing. Prices are expected to continue falling. 。

Trend of imported high-purity quartz sand prices:

Recently, the supply of domestically produced sand has continued to increase. ， October is expected to see production rise to a high level, but with demand continuing to decline—and coupled with some sand companies reaching the bottom of their existing raw material inventories—sand producers are anticipated to begin cutting back operations, and the reduction is expected to be significant.

In terms of price, it is expected that Before the end of November, domestic sand prices showed little fluctuation. Primarily influenced by the signing of long-term import sand contracts, recent crucible companies have slowed down their purchasing plans for domestically produced sand. It is expected that once the prices for imported sand are finalized, companies will use these benchmarks to negotiate and compete with domestic sand suppliers. However, the overall market trend is still anticipated to remain downward. In fact, as inventories have begun to rise recently, some smaller sand enterprises have already started offering discounts to secure orders—though transaction volumes so far have yet to meet expectations.

Price trends of domestically produced high-purity quartz sand:

Overall, it is expected that domestic sand prices will continue to fluctuate at low levels in the coming period. However, it is estimated that after the long-term contracts for imported sand are signed, both domestic and imported sand prices will likely decline sharply. Although this round of price reduction is expected to be significant, the support from higher overseas costs will likely prevent imported sand prices from falling further. A lower limit of 60,000 yuan per ton.

Reposted from WeChat Official Account: SMM Photovoltaic World