According to the Silicon Industry Branch of the China Nonferrous Metals Industry Association, the domestic polysilicon market continued its wait-and-see trend this week, and the public quotation system for various companies has not yet been restored. In the context of the industry promoting supply-side optimization and adjustment, some enterprises have begun to reduce production burdens in line with their own actual arrangements. Downstream procurement is still mainly based on immediate demand, and overall delivery was basically flat last week. This week, the reference price range for polysilicon transactions remained at 40-43 yuan/kg. The actual order volume was still not large-scale, the market spot circulation remained low. A small number of transactions were completed using OEM and dual distribution methods. Direct spot transactions were scarce, and the price game continues. According to statistics from the Silicon Industry Branch, there were 7 companies producing polysilicon with a production capacity of 100,000 tons/year or more in August. The total output of these 7 companies was 110,400 tons, accounting for 92.9% of the total domestic output, and the operating rate was 52.7%. The total output of enterprises with a production capacity of 50,000 to 90,000 tons/year is 4,600 tons, accounting for 3.9% of the total domestic output, and the operating rate is 25.1%. With the gradual implementation of production adjustment plans of various enterprises, supply-side contraction expectations have increased, but the recovery of terminal demand during the peak season still needs to be observed. In the later stages, we need to pay attention to changes in the actual construction of enterprises, the effect of spot transactions on price verification, and the driving effect of the “Golden Nine Silver Ten” terminal installation rhythm on the market.

According to the Silicon Industry Branch of the China Nonferrous Metals Industry Association, the domestic polysilicon market continued its wait-and-see trend this week, and the public quotation system for various companies has not yet been restored. In the context of the industry promoting supply-side optimization and adjustment, some enterprises have begun to reduce production burdens in line with their own actual arrangements. Downstream procurement is still mainly based on immediate demand, and overall delivery was basically flat last week. This week, the reference price range for polysilicon transactions remained at 40-43 yuan/kg. The actual order volume was still not large-scale, the market spot circulation remained low. A small number of transactions were completed using OEM and dual distribution methods. Direct spot transactions were scarce, and the price game continues. According to statistics from the Silicon Industry Branch, there were 7 companies producing polysilicon with a production capacity of 100,000 tons/year or more in August. The total output of these 7 companies was 110,400 tons, accounting for 92.9% of the total domestic output, and the operating rate was 52.7%. The total output of enterprises with a production capacity of 50,000 to 90,000 tons/year is 4,600 tons, accounting for 3.9% of the total domestic output, and the operating rate is 25.1%. With the gradual implementation of production adjustment plans of various enterprises, supply-side contraction expectations have increased, but the recovery of terminal demand during the peak season still needs to be observed. In the later stages, we need to pay attention to changes in the actual construction of enterprises, the effect of spot transactions on price verification, and the driving effect of the “Golden Nine Silver Ten” terminal installation rhythm on the market.