The price trend of polysilicon is divided, and the overall operating rate is low

Last week, the prices of silicon materials, photovoltaic modules and industrial silicon showed different performances. The average price of N-type silicon materials and N-type granular silicon rose annually, but the increase was weakened due to the decrease of downstream purchases and the increase of enterprise inventory. The price of PV modules is generally stable, and some enterprises are bullish on the future market, but the demand for downstream power plants is weak, the price transmission needs to be verified, and the peak season of installation in the fourth quarter may help to raise the price. The price of industrial silicon has been rising for four consecutive weeks, and the cost of dry season is expected to provide support. The price of polysilicon rose, but it was suppressed by the rising inventory, and the reduction of production in October affected the follow-up price, with limited changes in the short-term supply side.

2025-09-30 10:46:43

This week, the transaction price range of polysilicon n-type re-feeding was 49,000-55,000 yuan/ton, and the average transaction price was 53,200 yuan/ton, which was flat on a month-on-month basis. The transaction price range of n-type granular silicon is 50-51000 yuan/ton, and the average transaction price is 50500 yuan/ton, up 2.02% annually.

2025-09-25 09:57:49

Last week, the price of silicon materials showed an upward trend, the average price of N-type silicon materials and N-type granular silicon rose annually and year-on-year, the price of polysilicon rose, and corporate profits are expected to improve. The price of photovoltaic modules is relatively stable, which is difficult to rise due to the drag of demand, and the downstream cost pressure is rising. The price of industrial silicon rebounded, and the price of silicon wafers and batteries was affected by the rising price of polysilicon. In August, the production of photovoltaic cells increased and exports were strong. The polysilicon industry is "anti-involution", the policy supports the price, and the new energy consumption standard will help clear the backward production capacity.

2025-09-22 17:36:48

On September 17, Silicon Branch announced the latest price of polysilicon, and the price of all kinds of N-type polysilicon rose sharply. Among them, the price of N-type recharging materials rose by 8.57%, and the average transaction price was 53,200 yuan/ton; the price of N-type dense materials rose by 8.75%, and the average price was 49,700 yuan/ton; N-type granular silicon rose by 3.13% annually, with an average transaction price of 49500 yuan/ton.

2025-09-18 13:38:05

On September 17, the Silicon Branch announced the latest transaction price of polysilicon, and the prices of all kinds of N-type polysilicon rose sharply. Among them, the prices of N-type re-feeding materials rose by 8.57%, and the average transaction price was 53,200 yuan/ton; the prices of N-type dense materials rose by 8.75%, and the average price was 49,700 yuan/ton; N-type granular silicon rose by 3.13% annually, with an average transaction price of 49500 yuan/ton.

2025-09-17 17:44:17

Last week, the average price of N-type silicon materials and N-type granular silicon rose annually, while the price of polysilicon raw material industrial silicon continued to fall, a small amount of silicon wafer factories were stocked, the industry inventory was high, and the price of polysilicon enterprises was high. The price of TOPCon modules is stable, but the demand is cold, the inventory is rising, and the price index of HJT double-sided 210 photovoltaic modules is rising. The price of industrial silicon has fallen for two consecutive weeks, and the price of polysilicon is strong. In September this year, the demand for batteries and components increased seasonally or was lower than in previous years, and the downstream market was cautious. Short-term replenishment supports the price of polysilicon, but the impulse of enterprises to resume production and expand production is still there, or pressure on the downstream, suggesting that the downstream should be alert to risks.

2025-09-01 17:44:20

On August 27, the Silicon Branch announced the latest price of polysilicon. This week, the transaction price range of polysilicon n-type re-feeding is 46-51000 yuan/ton, the average transaction price is 47900 yuan/ton, and the week-on-week ratio is flat.

2025-08-28 16:54:49

Last week, the price of N-type silicon materials and granular silicon rose on a month-on-month basis, the inventory of polysilicon rose, and the price of small single transactions rose, but there was no market. The price index of photovoltaic modules is flat or falling, and the market demand is light. The average price of industrial silicon is weak and stable, and the price of silicon wafers is stable. Despite the high price of polysilicon, there is a risk of excessive speculation in the market. Affected by the new installed capacity data, the demand for PV installed capacity in the later period will shrink significantly year-on-year, and the price trend of polysilicon will be affected by downstream acceptance and cost changes.

2025-08-25 15:03:45

On August 20, the price of polysilicon rose again recently, and the N-type dense quotation of some leading silicon materials has been adjusted to 52-53000 yuan/ton.

2025-08-20 15:26:33

Last week, the average price of N-type silicon materials and N-type granular silicon was flat, while the market demand for polysilicon did not improve and the inventory rose. The price index of photovoltaic modules has risen and flattened, and the supply is sufficient, but the quotation of first-line manufacturers has been raised. The price of industrial silicon has been restored, but the demand is still insufficient, and the price of silicon wafers is temporarily stable. Polysilicon enterprises are more willing to increase production, but the space for substantial production reduction is low, and it may be weak and stable in the later period. Overseas polysilicon production capacity continues to grow, domestic polysilicon has entered the ceiling of growth, and the price of polysilicon may fluctuate in the short and medium term.

2025-08-18 19:07:11

Last week, the average price of N-type silicon materials and N-type granular silicon was flat, the price of polysilicon rose gradually and the inventory rose, and the downstream purchases decreased. The price index of photovoltaic modules is partly flat and partly rising, but the market demand is weak and it is difficult to rise. The decline in industrial silicon prices increased, and the price of silicon wafers stopped rising. Due to the decrease of polysilicon cost and the increase of inventory, the spot price is facing challenges, the supply and demand do not match, although there are rumors of storage, it is difficult to land, and the follow-up price may return to decline.

2025-08-11 18:01:11

On July 30, Silicon Branch released the latest price of polysilicon. The price of N-type silicon materials rose for the fifth time. The average transaction price of N-type materials was 47,100 yuan/ton, with an increase of 0.64%; the average transaction price of N-type dense materials was 43,900 yuan/ton, with an increase of 0.23%. The average transaction price of N-type granular silicon was 44 thousand and 300 yuan/ton, or 0.68%.

2025-07-31 10:47:09

On July 30, the Silicon Branch released the latest polysilicon prices, and the prices of N-type silicon products rose for the fifth time across the board.

2025-07-30 16:13:27

On July 23, the Silicon Branch released the latest polysilicon prices, and the prices of all categories rose sharply, which is the fourth consecutive rise since July, and the average price returned to the "40,000 yuan era". Among them, the average transaction prices of N-type dense materials, re-feeding materials and granular silicon increased by 13.47%, 12.23% and 7.32%, respectively.

2025-07-24 13:28:00

On July 23, the Silicon Branch released the latest polysilicon prices, and the prices of all kinds of silicon materials continued to rise across the board.

2025-07-23 17:32:46

Last week, the prices of N-type silicon materials and N-type granular silicon rose annually, and enterprises raised their quotations, but downstream purchases were cautious, and the actual sales prices were different. The price index of photovoltaic modules rose in part and remained flat in part. The price of silicon industry is rising as a whole, the futures market is dominated by long funds, the risk of volatility is increasing, and the demand of spot market is to be confirmed. Downstream components and batteries have a certain increase. Dongfang hopes to deny selling polysilicon at a low price, and the market takes policy as the main axis, which requires further policy landing.

2025-07-21 14:20:05

Polysilicon prices rose three times in a row this week.

2025-07-16 17:24:33

Last week, the prices of N-type silicon materials and N-type granular silicon rose annually, but the actual turnover was small and some enterprises grabbed the volume at low prices, and the price sustainability after the rise was to be determined. The price of photovoltaic modules is generally stable, and the price increase has not formed a resultant force. Although the spot price of industrial silicon has risen, it lacks support to continue to rise, and its price fluctuation will affect the cost of polysilicon. Polysilicon inventory remains high and enterprises low-load production, this continuous rise or end, future enterprises will be mainly stable prices.

2025-07-14 19:03:18

July 8, the photovoltaic sector rose across the board, in all sectors of the enterprise, the performance of silicon enterprises is particularly bright, many stocks rose more than 10%. Behind this surge is the result of the continuous stimulation of multiple benefits. Recently, the official media's "anti-involution" argument has been frequent, and the competent authorities have organized heavy meetings to release signals that will strongly promote supply-side reform. Enterprises have started to limit production, reduce production and self-discipline, and under multiple positive factors, the price of silicon materials has risen slightly.

2025-07-09 17:21:35

This week, the price of polysilicon increased by 25% -35%.

2025-07-09 16:40:04

Last week, the price of N-type silicon rose slightly and the price of N-type granular silicon was flat, but the inventory of polysilicon was higher and the demand was weak. The price index of photovoltaic modules mostly fell, demand was light, and leading enterprises cut prices to inventory. The average price of industrial silicon increased due to the reduction of production by large factories, but the demand did not improve. At present, the downstream market is still reducing prices, the price of silicon wafers is down, the demand for polysilicon is affected, and the price increase last week may only rebound. The Ministry of Industry and Information Technology will control the low price competition of photovoltaic and promote the withdrawal of backward production capacity.

2025-07-07 13:26:20

This week, the transaction price range of polysilicon n-type re-feeding was 340-38000 yuan/ton, with an average transaction price of 34700 yuan/ton, a slight increase of 0.87%. The transaction price range of n-type granular silicon is 3300-34000 yuan/ton, and the average transaction price is maintained at 33500 yuan/ton.

2025-07-03 09:08:34

On June 30, JinkoSolar released a record of investor relations activities. Jiang Rui, Secretary of the Board of Directors of the company, Wei Tian, Senior Director of Investor Relations, Chen Puzhuang and Zhang Youhao, Manager of Investor Relations, participated in the reception and responded to questions about the industry situation and the company's operation.

2025-07-02 16:53:23

On July 1, Daqo Energy released a record of investor activity in June. For the follow-up trend of polysilicon prices, Daqo Energy said: "On the supply side, the southwest production capacity in the second half of the year is expected to resume production, superimposed on the impact of high stock capacity, silicon material inventory or return to a high level, the supply pattern has not improved significantly."

2025-07-02 10:14:45

Last week, the prices of P-type monocrystalline dense materials, N-type silicon materials and N-type granular silicon were flat and fell year on year. Futures prices rose under the rumors of industrial silicon production cuts, but spot prices did not follow up, and demand was weak. The price index of photovoltaic modules is flat, and the price of weak demand is expected to decline. Rumors of production reduction of industrial silicon enterprises in Xinjiang remain to be observed, and there is no obvious feedback from the spot market. Polysilicon inventory is high, futures have not responded to spot, although futures rebound, but it is difficult to change the supply and demand pattern, spot prices are still weak and stable.

2025-06-30 14:10:57

Last week, the prices of P-type, N-type silicon materials and N-type granular silicon fell annually, the decline was significantly larger than before, the market demand was sluggish, and the sales pressure of enterprises was high. The price index of photovoltaic modules fell partly, the market demand was low, and the price of third-tier manufacturers was significantly reduced. The market of photovoltaic main materials was under downward pressure, the transaction of industrial silicon was weak, the demand for silicon wafers did not improve, and the price of silicon materials continued to fall. Although there are rumors that the Photovoltaic Association will limit production and guarantee prices, they have been refuted, and the industry may follow the market trend in the future.

2025-06-23 15:26:43

Last week, the prices of P-type monocrystalline dense materials and N-type silicon materials fell on a month-on-month basis, while the prices of N-type granular silicon materials were flat on a month-on-month basis, the stocks of silicon materials rose, and the demand did not improve, resulting in price pressure. The price of photovoltaic modules is generally stable, but there is downward space. Although there are signs of stabilization in the upstream and downstream of polysilicon, it is fragile, the demand for industrial silicon is weak, the downstream module battery market is weak, the demand for silicon materials is insufficient and the inventory is increasing.

2025-06-16 18:14:23

Last week, the prices of P-type, N-type silicon materials and N-type granular silicon were flat and fell year-on-year. The price index of photovoltaic modules was partly flat and partly down. Recently, there are signs of stabilization in downstream battery components and silicon wafers, but the market demand is not good, the price of component collection has fallen, and the wait-and-see sentiment is strong. The inventory of silicon wafer factories and silicon material factories is high, and the downstream has the power to lower the price. Industrial silicon has not stopped falling, it is still downward in the short term, and the downward space may be narrowed in the later period. The price of silicon materials is temporarily weak and stable, and it is difficult to determine the strength of enterprises to stop production.

2025-06-09 11:30:53

Last week, the price of P-type monocrystalline dense materials was flat, while the price of N-type silicon materials and N-type granular silicon fell. Polysilicon inventory is high, downstream purchasing is light, and the price of silicon materials is still under downward pressure. The overall price of photovoltaic modules has fallen, although some leading enterprises want to raise prices, but the trend of price increase is difficult to achieve. The price of batteries has been loosened and the price of silicon wafers has stabilized. Industrial silicon has not stopped falling, the cost side of silicon materials is under pressure, the current position may further decline, but the space is limited, enterprises tend to reduce production and stabilize prices, and the short-term market is weak and stable.

2025-06-03 11:18:27

Last week, the prices of P-type monocrystalline dense materials, N-type silicon materials and N-type granular silicon were flat and fell year on year. Polysilicon inventory is high, downstream purchasing enthusiasm is weak, and silicon material enterprises are expected to increase prices and production reduction. Photovoltaic module prices were partly flat and partly down. Downstream links have not stopped falling, and the willingness of silicon wafer and silicon material enterprises to support prices has increased. The price of upstream industrial silicon has fallen, and the contradiction between supply and demand has worsened in the wet season. Although there is a trend of price reduction in the silicon material sector, if there is no further consensus, there is still downward momentum.

2025-05-26 11:59:48

Whether Red Lion Group can use new ideas to break the current predicament of the domestic photovoltaic industry remains to be tested by time. But "cold winter" more than a year, suddenly appeared a new player to open the posture to attack, but also to add some sunshine to the industry.

2024-12-27 10:54:21

P-type silicon wafers stopped falling.

2023-12-28 10:05:05

There are individual "reminder" phenomena.

2023-12-27 18:28:46

Last week, the average transaction price of N-type silicon materials was 67,800 yuan/ton, down 0.29% on a month-on-month basis; the average transaction price of monocrystalline dense materials was 60,500 yuan/ton, flat on a month-on-month basis, down 75% on a year-on-year basis.

2023-12-25 14:01:48

Last week, the average transaction price of N-type silicon materials was 68,000 yuan/ton, down 0.15% on a month-on-month basis, maintaining a slight weakening trend, and the price was still not stable; the average transaction price of monocrystalline dense materials was 60,500 yuan/ton, down 1.63% on a month-on-month basis and 79% on a year-on-year basis.

2023-12-19 10:47:42

It is expected that the price of N-type polysilicon will be stable in December, while that of P-type will decline slightly.

2023-12-14 09:04:19

This week, the battery sector has maintained a negative profit for some time, and some second-and third-tier professional battery manufacturers have begun to have operational difficulties, while individual manufacturers have been slowly eliminated by the market, especially under the rapid shrinking demand for P-type batteries, prices have fallen sharply.

2023-11-30 09:42:31

The overall price of silicon materials dropped slightly this week, but the decline was narrower than before.

2023-11-29 17:50:27

The price of N-type silicon material is obviously reduced.

2023-11-22 18:17:42

The price trend of batteries is divided.

2023-11-16 13:28:56

This week, the N-P price difference was 5 thousand yuan/ton, slightly narrower than last week.

2023-11-16 09:44:41

The price of cauliflower materials in individual enterprises has fallen below 60000 yuan/ton.

2023-11-15 18:03:32

As polysilicon prices approach their cash costs, the decline in wafer prices is coming to an end.

2023-11-15 11:44:13

In 2022, the output of polysilicon in China will reach 830,000 tons, and it is expected to exceed 1.4 million tons in 2023. Resumption of the historical trend of polysilicon prices, in the context of continuous expansion of production capacity, a new round of excess silicon materials has inevitably come.

2023-11-14 09:47:04

How did Tongwei move from the feed leader to the photovoltaic overlord?

2023-11-14 09:44:02

It was basically flat last week, and there was a gradual narrowing trend.

2023-11-09 09:25:31

The rate of decline in silicon materials slowed down.

2023-11-08 16:01:38

The largest drop has reached 19.23%, in addition to N-type materials, other categories of prices have fallen back to the "6" prefix.

2023-11-01 16:39:10

Gross profit margin dropped from 80.8% in the third quarter of last year to 14.94%.

2023-10-31 09:31:41

Five leading enterprises have not signed new orders.

2023-10-27 10:23:36