Group 1 - The core viewpoint of the article indicates that the domestic polysilicon market is experiencing low activity, with stable prices influenced by weak supply and demand dynamics [1][2]. - The average transaction price for n-type recycled polysilicon is reported at 53,200 yuan/ton, while n-type granular silicon averages 50,500 yuan/ton, both showing no change from the previous period [1][3]. - The number of main signing enterprises in the market has decreased to 3-4, and order volumes have declined compared to the previous period, reflecting a weak trading atmosphere [1][2]. Group 2 - In October, domestic polysilicon production reached approximately 137,000 tons, a month-on-month increase of 6.2%, exceeding expectations by 5.4% due to some companies slightly increasing their operating rates to reduce costs [2]. - It is anticipated that inventory levels will exceed 20,000 tons in October, marking a new high for monthly cumulative inventory this year [2]. - The monthly production of polysilicon is expected to decline to 125,000 to 130,000 tons in November and December due to planned production cuts by major manufacturers in the Southwest region and maintenance in Inner Mongolia [2].
[安泰科]多晶硅周评-累库压力仍存 市场弱稳延续（2025年10月29日）
中国有色金属工业协会硅业分会·2025-10-29 06:49