Group 1 - The core viewpoint of the article indicates that the price of polysilicon remains stable, with slight fluctuations in specific orders, influenced by market conditions and inventory levels [1][2] - The transaction price range for n-type recycled polysilicon is reported at 45,000 to 49,000 yuan per ton, with an average price of 47,200 yuan per ton, reflecting a week-on-week increase of 0.21% [1][3] - The number of polysilicon producers currently in operation is nine, with one company gradually ramping up production and another undergoing maintenance [2] Group 2 - The expected polysilicon production for August is approximately 125,000 tons, with increases primarily from certain companies in Yunnan, Xinjiang, and Qinghai, while one company’s output is reduced to zero due to maintenance [2] - Demand from silicon wafer production has slightly increased, leading to a demand of about 108,000 tons for polysilicon, resulting in an excess supply of approximately 16,000 tons for the month [2] - Despite rising inventory levels, the current market environment suggests that supply and demand are not the primary pricing factors, with prices expected to be supported by production costs [2]
硅业分会：硅料价格持稳运行 多晶硅供应增量制约后市涨幅
智通财经网·2025-08-06 08:45