Group 1 - The average transaction price of polysilicon n-type raw materials this week is 47,100 yuan/ton, with a week-on-week increase of 0.64% [1] - The average transaction price of n-type granular silicon is 44,300 yuan/ton, with a week-on-week increase of 0.68% [1] - The increase in polysilicon prices is primarily due to rising downstream silicon wafer prices and reduced inventory pressure for some wafer companies, leading to a slight price increase by polysilicon producers [1] Group 2 - The number of domestic polysilicon producers has returned to 10, with two companies partially resuming production, contributing to a slight output increase [2] - In July, domestic polysilicon production was approximately 107,800 tons, a month-on-month increase of 5.7%, while the cumulative production from January to July was 704,900 tons, a year-on-year decrease of 41.5% [2] - The expected production for August is around 125,000 tons, and if capacity integration occurs as planned, domestic polysilicon capacity may reduce to approximately 2.3 million tons per year [2]
[安泰科]多晶硅周评- 成交相对集中 价格小幅上涨 （2025年7月30日）
中国有色金属工业协会硅业分会·2025-07-30 07:55