Group 1 - The core viewpoint of the article indicates that the domestic polysilicon market is experiencing a lack of significant trading activity, with prices remaining stable due to cautious sentiment among upstream and downstream enterprises [1][2] - The transaction price range for n-type polysilicon re-investment material is reported at 50,000 - 63,000 yuan/ton, with an average price of 59,200 yuan/ton, showing no change compared to the previous period [1][3] - The market is currently in a critical phase of supply-demand rebalancing, with expectations that polysilicon prices will remain stable in the short term, influenced by actual changes in downstream operating rates and demand recovery [2] Group 2 - In January, some leading companies are expected to fully halt production for up to six months, while others will implement significant production cuts, leading to a forecasted monthly polysilicon output of 70,000 - 90,000 tons in Q1 2026 [2] - The supply-demand dynamics are expected to provide important bottom support for the market, as silicon wafer production remains relatively stable and social inventory begins to decrease slightly [2] - The market participants are currently awaiting clearer demand signals, which will determine future price fluctuations based on the evolving supply-demand landscape [2]
[安泰科]多晶硅周评-市场观望氛围浓厚 供需平衡迹象再现（2026年1月14日）
中国有色金属工业协会硅业分会·2026-01-14 09:07