Group 1 - The core viewpoint of the articles indicates that the price of polysilicon is experiencing a slight upward trend, with the average price of n-type re-investment material at 47,400 RMB/ton, reflecting a week-on-week increase of 0.42% [1][2] - The transaction volume of polysilicon has slightly decreased week-on-week, but the number of signing companies has increased to six, with some companies maintaining prices while others raised prices by 1 RMB/kg [1] - The main reason for the price increase is attributed to the significant signing volume from leading companies since July, leading to a noticeable reduction in inventory levels [1][2] Group 2 - The number of polysilicon producers remains at nine, with an expected domestic production of 125,000 tons in August and a potential increase to around 140,000 tons in September [1] - The market is facing a supply-demand imbalance, with polysilicon inventory expected to increase by over 50,000 tons, prompting some companies to consider coordinated production cuts to alleviate pressure [1] - The current market pricing is primarily supported by costs, with the prevailing signing model being dual distribution or high-cost performance procurement, indicating that prices are nearing a temporary peak [2]
硅业分会：本周多晶硅整体成交均价小幅上涨 成本对价格形成支撑
Zhi Tong Cai Jing·2025-08-13 10:16