4月份硅产业进出口分析

Core Viewpoint - The article discusses the export trends and pricing of industrial silicon and polysilicon in April 2025, highlighting a stable overseas market with slight fluctuations in export volumes and prices. Export of Industrial Silicon - In April 2025, industrial silicon exports reached 60,500 tons, a month-on-month increase of 1.64% but a year-on-year decrease of 9.19% [1] - The average export price was $1,478 per ton, down 4.46% month-on-month and down 23.42% year-on-year, primarily due to a sluggish domestic market [1] - Exports to Japan decreased by 15.55% to 10,500 tons, influenced by reduced automotive exports due to tariffs [1] - Exports to South Korea decreased by 1.99% to 5,700 tons, and exports to Europe decreased by 15.81% to 11,100 tons, attributed to lower local automotive sales [1] - Exports to other Asian regions (excluding Japan and South Korea) increased by 25.56% to 29,300 tons, driven by new collaborations and China's competitive pricing [1] Export Destinations - In April, industrial silicon was exported to 45 countries and regions, with the top five being India (10,700 tons), Japan (10,500 tons), South Korea (5,700 tons), Thailand (4,800 tons), and the Netherlands (4,500 tons), accounting for 59.83% of total exports [2] Polysilicon Import Trends - In April 2025, polysilicon imports totaled 954.3 tons, a month-on-month decrease of approximately 67.16%, with Germany and Japan being the primary sources [4] - The average import price for polysilicon was $32.60 per kilogram, up 53.72% month-on-month, with significant price variations between countries [5] - The decline in imports was influenced by reduced demand from domestic downstream enterprises [5] Polysilicon Export Trends - In April 2025, polysilicon exports amounted to 1,262.3 tons, with the Netherlands and Malaysia being the main destinations [9] - The average export price was $6.74 per kilogram, down 8.17% month-on-month, indicating a continued decline in export prices [9] Silicon Wafer Export Trends - In April 2025, domestic silicon wafer exports reached 4.81 GW, a month-on-month increase of 3.66%, with a year-to-date total of 16.45 GW, reflecting a year-on-year decrease of 3.91% [12] - The export demand from Southeast Asia was affected by high anti-dumping tariffs imposed by the U.S., leading to reduced procurement [12] - Recent adjustments in U.S. tariff policies may improve export conditions, coupled with an expected increase in downstream procurement orders [12]