Group 1 - The core viewpoint of the article indicates that the polysilicon market is experiencing a slight price decline due to high inventory levels and rapid price drops in downstream products [1][2] - The transaction price range for n-type re-investment materials is between 360,000 to 410,000 CNY per ton, with an average transaction price of 386,000 CNY per ton, reflecting a month-on-month decrease of 1.53% [1] - The transaction price range for n-type granular silicon is between 350,000 to 370,000 CNY per ton, with an average price remaining stable at 360,000 CNY per ton [1] - The transaction price range for p-type polysilicon is between 300,000 to 350,000 CNY per ton, with an average price of 313,000 CNY per ton, showing a month-on-month decrease of 3.10% [1] - The current monthly supply and demand balance is precarious, and if downstream operations continue to decline, there may be a risk of inventory accumulation in the polysilicon sector [1] - Downstream companies are cautious in signing large orders due to previous price declines, opting for high-frequency, small-batch purchases which may stabilize polysilicon prices [1] Group 2 - As of this week, two companies have entered maintenance shutdowns, reducing the number of operating companies to 11 [2] - The production of polysilicon in China is reported to be 99,100 tons as of April 2025, reflecting a month-on-month decrease of 6.08% [2] - The market is experiencing frequent shifts in expectations due to a surge in polysilicon news, with actual outcomes dependent on company announcements [2]
【安泰科】多晶硅周评—在产企业数量减少 价格小幅下跌（2025年5月14日）
中国有色金属工业协会硅业分会·2025-05-14 09:40