On July 17, TBEA responded to investors on the interactive platform that in the first quarter of 2025, the production cost of polysilicon in Ganquanbao Base was about 43000 yuan per ton, and the cash cost was about 38000 yuan per ton. As the company further improves quality and efficiency, the cost of polysilicon is further reduced, ranking the first echelon in China. Based on the market supply and demand situation, the company's total capacity utilization rate is 20% -25% , the company implements the strategy of "selling as much as possible", and the inventory remains at a low level. The company has always carried out all kinds of work around the three major grasps of improving quality, reducing cost and increasing efficiency.
In addition, in the record of investor relations activities disclosed by TBEA on July 15, in response to the current integration of the polysilicon industry, TBEA responded that the polysilicon industry is facing a serious overcapacity situation, and industry associations, leading enterprises and government authorities are actively working together to promote supply-side reform.
At present, there are a variety of reform programs, and all parties have strong willingness to promote the implementation, but the specific programs can be implemented and landed, still need to strive for the policy support of the competent government departments, and at the same time need to cohere the consensus of participating enterprises. Due to the wide coverage and high complexity of this work, various feasible schemes are still in the stage of discussion. As an industry participant, the company has always maintained an open attitude and is willing to make efforts to promote the industry.
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