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Industrial silicon production remained stable overall this week, but there were slight declines in some regions. Supported by the New Year's Eve atmosphere and long orders, most corporate quotes remain close to the level of cash costs. Despite recent improvements in futures markets and a slight recovery in shipments, under pressure to execute long orders, companies are not very willing to adjust prices. Most of them still focus on maintaining existing customers, and have not actively adjusted quotes yet. Overall, although some companies have entered the loss range, most companies maintain normal production due to annual production plans and long order fulfillment considerations to guarantee customer supply and stabilize market share. From the perspective of cost support, some enterprises in Xinjiang are currently still near the cash cost line, and it is expected that short-term prices will continue to fluctuate weakly.

Zhitongcaijing·01/08/2026 13:33:40
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Industrial silicon production remained stable overall this week, but there were slight declines in some regions. Supported by the New Year's Eve atmosphere and long orders, most corporate quotes remain close to the level of cash costs. Despite recent improvements in futures markets and a slight recovery in shipments, under pressure to execute long orders, companies are not very willing to adjust prices. Most of them still focus on maintaining existing customers, and have not actively adjusted quotes yet. Overall, although some companies have entered the loss range, most companies maintain normal production due to annual production plans and long order fulfillment considerations to guarantee customer supply and stabilize market share. From the perspective of cost support, some enterprises in Xinjiang are currently still near the cash cost line, and it is expected that short-term prices will continue to fluctuate weakly.