Group 1 - The domestic polysilicon market is experiencing a lack of trading activity, with only a few companies achieving small exploratory orders, as both upstream and downstream enterprises adopt a wait-and-see attitude [1] - The recent export tax rebate policy for photovoltaic products has provided short-term support for battery and module exports, but some demand has been preemptively pulled forward to 2025, limiting its actual impact on current demand [1] - Rising silver prices have significantly increased production costs for battery cells and modules, creating uncertainty regarding the downstream acceptance of these cost increases, which affects operational rates [1] Group 2 - According to Antaike, the transaction price range for n-type polysilicon this week is between 50,000 to 63,000 yuan per ton, with an average transaction price of 59,200 yuan per ton, remaining stable compared to the previous week [1] - In January, some leading companies are gradually halting production, with plans to continue for six months, while two other companies are implementing significant production cuts, leading to an expected monthly polysilicon output of 70,000 to 90,000 tons in Q1 2026 [2] - The current polysilicon market is at a critical stage of supply-demand rebalancing, with price stability primarily driven by significant supply-side reductions [2] Group 3 - The average transaction prices for various types of polysilicon as of January 14, 2026, are as follows: n-type re-investment material at 59,200 yuan per ton, n-type dense material at 55,300 yuan per ton, and n-type granular silicon at 55,800 yuan per ton, all showing no fluctuation [3] - The price data is based on weighted averages from nine polysilicon production companies, which accounted for 89.3% of domestic production in Q4 2025, with n-type materials comprising 91.6% of the total [3][4]
硅业分会：市场观望氛围浓厚 本周多晶硅供需平衡迹象再现
智通财经网·2026-01-14 09:25