B · Normal
[Silicon Industry Branch: Production cuts are gradually implemented and polysilicon prices are running weakly and steadily this week] On October 14, the Silicon Industry Branch released data. According to Antaike statistics, the transaction price of n-type compound material (rod silicon) this week was 43,000 yuan/ton, which was the same as the previous month; the transaction price of n-type granular silicon was in the range of 40,000-41,000 yuan/ton, and the average transaction price was 40,300 yuan/ton, which was the same as the previous month. The domestic polysilicon market operated smoothly this week, with actual transaction volume maintained at 2-3 companies, and the transaction volume was basically the same as last week. The production reduction plans of various enterprises have entered the implementation stage one after another since October, and the supply-side contraction effect has gradually emerged. However, the intensity and sustainability of production reductions still need time to be observed. Downstream procurement continues the rhythm of rigid demand, and the market is waiting for clearer supply and demand signals. Production companies insist on selling at no less than full cost, and prices have basically stabilized. Affected by the pace of downstream replenishment, the pace of spot transactions is relatively slow, and the overall situation is in a transitional stage.
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