According to Antaike statistics, this week's polysilicon n-type re-feeding transaction price range is 50-63000 yuan/ton, the average transaction price is 59200 yuan/ton, the ring ratio is flat. The transaction price range of n-type granular silicon is 50-63 thousand yuan/ton, and the average transaction price is 55 thousand and 800 yuan/ton, which is flat.
This week, the trading atmosphere in the domestic polysilicon market was light, with no large-scale transactions, and only a few enterprises reached a small number of tentative orders. Upstream and downstream enterprises generally hold a wait-and-see attitude , mainly because, on the one hand, although the implementation of the export tax rebate policy for photovoltaic products supports the short-term expectation of the export of batteries and components. However, some of the demand has been advanced in 2025, resulting in relatively limited actual pulling effect on current demand. On the other hand, the sustained rise in silver prices has significantly pushed up the production costs of cells and components, while the acceptance of terminal power stations for cost increases is still unclear, resulting in higher uncertainty in the adjustment of downstream operating rates. At present, all parties in the market are waiting for clearer demand signals.
According to the enterprise production scheduling plan, in January, individual head enterprises gradually and completely stopped production , and the plan lasted for half a year, while two other enterprises implemented a substantial reduction plan. Therefore, it is expected that the monthly output of polysilicon in the first quarter of 2026 will drop to the range of 70 thousand to 90 thousand tons . During the same period, the production of silicon wafers was relatively stable, the supply and demand of silicon materials basically matched, and even began to consume a small amount of social inventory, which will provide an important bottom support for the market. At present, the polysilicon market is at a critical stage of supply and demand rebalancing, the market wait-and-see sentiment is strong, and the driving force for price stabilization mainly comes from the active and significant contraction of the supply side.
Outlook: It is expected that the price of polysilicon will continue to run smoothly in the short term. The trend of the follow-up market will depend more on the actual changes in the downstream operating rate and the recovery of terminal demand. When the demand side signal is clear, the price of silicon materials will fluctuate according to the periodic supply and demand pattern.
浙公网安备33010802003254号