On December 17, the Silicon Branch released the latest price of silicon materials, and the price of polysilicon remained flat this week.
Among them, the transaction price of N-type re-feeding is 49-55 thousand yuan/ton , and the average transaction price is 53 thousand and 200 yuan/ton ; The transaction price of N-type dense material is 47 thousand to 52 thousand yuan/ton , and the average transaction price is 49 thousand and 700 yuan/ton ; The transaction price of N-type granular silicon is 50-51000 yuan/ton , and the average transaction price is 5.

It is worth noting that the number of mainstream signed enterprises is further reduced, and new signed orders are almost stagnant. However, most polysilicon companies have raised the price of new orders to about 6.
As for the core driving force of the increase in the price of silicon materials, the Silicon Branch wrote in the article: The industry generally expects that the terminal demand is expected to improve at the end of the first quarter of 2026. From January to February, as a key transition period, it is very important to maintain the stability of the price system and inventory of the industrial chain. At this time, the main purpose of raising the quotation is to send a firm signal to the market to stabilize the price and provide bottom support for the price stabilization of downstream silicon wafers and batteries.
Silicon Branch expects that in the short term, the actual volume of polysilicon market will remain limited without any improvement in downstream demand and prices.
According to the production schedule of the enterprise, the output of polysilicon in December is expected to be less than 120,000 tons, and the domestic output of polysilicon in 2025 is expected to be around 1.33 million tons. The annual output of silicon wafers this year is expected to be about 640GW, and the corresponding demand for silicon materials is about 1.26 million tons . In 2025, the new inventory of silicon materials will be about 70000 tons (including import and export).
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