Group 1 - The core viewpoint of the articles indicates a decline in the prices of polysilicon due to shrinking demand, with specific price ranges for n-type and p-type polysilicon showing a downward trend [1][2] - The average transaction price for n-type polysilicon is reported at 36,700 RMB/ton, down 2.13% week-on-week, while p-type polysilicon averages 30,700 RMB/ton, down 1.92% [1] - The industry is currently facing significant sales pressure, with non-leading enterprises having nearly sold out their low-priced inventory, indicating a cautious procurement approach from downstream companies [1] Group 2 - As of now, there are 11 polysilicon production companies operating, all of which are running at reduced capacity [2] - Despite rumors of increased operating rates in June, the actual output remained stable without adding supply pressure, and two additional companies are planning maintenance in July, which will lead to a noticeable reduction in polysilicon output [2] - The continuous cost inversion pressure in the industry for over a year has brought polysilicon prices close to their bottom limit, suggesting a low likelihood of significant further declines in the short term [2]
【安泰科】多晶硅周评—价格小幅下调 观望后续减产力度（2025年6月11日）
中国有色金属工业协会硅业分会·2025-06-11 12:16