In the short term, the upstream holds the bottom line of quotation, the supply of low-price goods is not much, the downward space of spot goods is limited, and the temporary stable pattern is likely to be maintained. However, the component price has been loosened first, and if the terminal orders continue to be absent, the pressure will return from the bottom to the top.

2026-11-02

In the first half of the week, the transaction price of the distributed channels of the three TOPCon head manufacturers was reduced by 0.01-0.04 yuan/W.

2026-10-28

In the short term, the upstream adheres to the bottom line of quotation, the low-price supply is basically cleared, and the spot support is strong; however, the pressure of silicon wafer inventory still exists, the willingness to take goods at a high price is weak, and it is expected that the spot probability will be weak and stable, and the futures will follow the fluctuation of spot sentiment.

2026-10-26

In the short term, the upstream price will be firm, the cost bottom line forms psychological support, futures have been substantially discounted spot, and the downward space is limited. However, the downstream silicon wafer inventory is still at a high level, the willingness to take goods at a high price is weak, and the spot transaction maintains a small demand. It is expected that the spot price will be dominated this week, and the futures will repeatedly bottom near the cash cost.

2026-10-19

At present, the market once again shows the typical characteristics of "bright, steady and dark decline": a large number of special component products are concentrated in the market, the special products of the leading brands have fallen to about 0.68 yuan/W, while the special products of the second-line brands are once again between 0.65-0.68 yuan/W.

2026-09-16

Futures and spot are expected to continue the pattern of wide shocks, and spot relies on cost support to support the bottom, but the transaction is difficult to improve significantly.

2026-09-15

It is expected that this week (9.7-9.11) polysilicon futures and spot will continue to fluctuate in a wide range. In the short term, the fundamentals will give way to the expectation of production reduction. The spot quotation has cost support, or is stable and strong, but it is difficult to have a significant volume of transactions.

2026-09-07

After prices soared by 40% in the third week of August and remained stable for two weeks, the prices of various types of silicon wafers began to fall sharply this week, with a maximum decline of 9.82%.

2026-09-03