Hua Xia Shi Bao·2025-07-10 04:28Group 1 - The price of polysilicon continues to rise, with n-type recycled material trading at 3.40-3.80 million CNY per ton, averaging 3.71 million CNY per ton, a 6.92% increase month-on-month [1] - The n-type granular silicon price ranges from 3.40-3.70 million CNY per ton, averaging 3.56 million CNY per ton, reflecting a 6.27% month-on-month increase [1] - Major polysilicon companies have paused quoting prices to conduct internal cost assessments, indicating a shift towards pricing based on full costs [1][2] Group 2 - There are rumors of a potential polysilicon storage initiative involving major companies, but the authenticity of these claims remains uncertain [2][4] - The solar industry is experiencing a "de-involution" movement, with major companies planning to collectively reduce production by 30% [4] - The overall polysilicon production capacity in China is projected to reach approximately 2.87 million tons in 2024, a 36.02% increase from 2023 [5] Group 3 - The current market dynamics show that polysilicon prices are rising, with mainstream prices reaching 39 CNY per kilogram, a 14.71% increase from the previous week [8] - Despite the price increases, actual transaction volumes remain low due to insufficient demand from downstream sectors [8] - The solar industry is undergoing significant changes, with stock prices of major polysilicon companies rising sharply in response to market expectations [9] Group 4 - The industry is facing a supply-demand imbalance, with excess production capacity and a slowdown in downstream demand [5][6] - Major companies like Tongwei and Daqo Energy have reported low operating rates, indicating a cautious approach to production in response to market conditions [6][7] - The current inventory levels in the polysilicon industry are approximately 400,000 tons, sufficient to meet two months of downstream demand [10]