In the past two days, the photovoltaic circle has spread a "small composition" again. A picture named "Chengdu Production Reduction Conference Content" has been circulated in the photovoltaic industry. Information shows that the domestic silicon industry plans to carry out a large-scale production reduction action, with the overall goal of. In 2026, the total output will be reduced to about 1-1.1 million tons, and will remain unchanged in 2027. In the fourth quarter of 2026, the whole industry is expected to reduce the annual production capacity by 500,000 tons, including: Tongwei
Yunnan and Sichuan's total production capacity of 200,000 tons will be gradually stopped in early October; Leshan
GCL's production capacity of 100,000 tons will be stopped at the end of September; The 100,000-ton production capacity of Xintezhundong
Base was reduced by 50%;
the 40,000-ton production capacity of Yasiganhe Base was suspended in October;
the output of other single-base enterprises was reduced by 10% ‑ 20%.
Meanwhile, since October, polysilicon enterprises have started joint production reduction and technological transformation, and the overall output has been reduced to 84000 tons.
Rumors have yet to be confirmed, but it can not be ignored that in the current period of sustained sluggish demand, polysilicon industry inventory is constantly reaching new heights. According to the data of Silicon Branch, by the end of July, polysilicon industry inventory was about 522,000 tons, but in August, silicon enterprises did not reduce production, but the monthly output increased by 13.1%. About 118 thousand and 900 tons, a net increase of 13800 tons.
It can be seen that no matter whether the "small composition" is true or not, the collective production reduction of the silicon industry is imminent.
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