Polysilicon prices recover above 40,000 yuan/ton on supply cut expectations and new standards
The China Nonferrous Metals Industry Association Silicon Branch resumed publishing weekly polysilicon transaction prices after a nearly two-month hiatus, reporting that n-type recharging material and n-type granular silicon both exceeded 40,000 yuan per ton as of the week of September 17-23, an increase of about 10,000 yuan per ton from late July. The price recovery is driven by industry self-discipline initiatives, new national energy efficiency standards, and expectations of supply contraction. Starting in October, overall industry operating rates are expected to drop to around 35%. Downstream companies are making essential purchases and moderate inventory replenishment, but large-scale centralized procurement has not yet materialized. Analysts note that the sustainability of price recovery depends on production cut execution, spot transaction continuity, and end-user demand recovery.
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Polysilicon Average Transaction Price Rises Above 40,000 Yuan/Ton After Two-Month Gap
The China Nonferrous Metals Industry Association Silicon Branch (Silicone Branch) resumed publishing weekly polysilicon transaction prices after a nearly two-month hiatus, reporting that the average transaction price for n-type recharging material (rod silicon) and n-type granular silicon both exceeded 40,000 yuan per ton as of the week of September 17-23. This marks an increase of about 10,000 yuan per ton from late July prices. The price recovery is driven by expectations of supply contraction following industry self-discipline initiatives and new national energy efficiency standards. Starting in October, overall industry operating rates are expected to drop to around 35%. Downstream buyers are currently making only essential purchases and moderate inventory replenishment, with no large-scale centralized procurement yet. Analysts, including Wang Zhichao from Shanghai Ganglian and industry expert Lv Jinbiao, note that silicon producers are firm on pricing based on full costs, but actual spot market transactions remain slow. The sustainability of price recovery depends on production cut execution, spot transaction continuity, and end-demand recovery in the fourth quarter.
Read sourcePolysilicon Prices Recover Above 40,000 Yuan/Ton on Supply Cuts and New Energy Standards
The polysilicon market has experienced a significant price recovery, driven by industry self-discipline initiatives and three new national standards on energy consumption and efficiency. After a nearly two-month hiatus, the China Nonferrous Metals Industry Association's Silicon Branch resumed publishing weekly transaction prices, reporting that the average transaction prices for n-type recharging material (rod silicon) and n-type granular silicon both exceeded 40,000 yuan per ton, an increase of about 10,000 yuan per ton from late July. Journalists learned that supply contraction expectations are the core driver of this price movement. Currently, downstream demand is primarily for essential procurement and moderate inventory replenishment, with no large-scale centralized purchasing yet materialized. According to industry experts, the future price trend will depend on the execution of production cuts, the sustainability of spot market transactions, and the degree of recovery in end-user demand.
Polysilicon average transaction price rises above 40,000 yuan per ton on supply cut expectations
Polysilicon prices have rebounded significantly, with the average transaction price for n-type polysilicon rising above 40,000 yuan per ton, according to the China Nonferrous Metals Industry Association Silicon Branch. The price increase of about 10,000 yuan per ton since late July is driven by supply contraction expectations from industry self-discipline initiatives and new national energy efficiency standards. Starting in October, overall industry operating rates are expected to drop to around 35%. Downstream companies are mainly making essential purchases and moderate inventory replenishment, with no large-scale centralized procurement yet. Polysilicon producers are firm on pricing, using full cost as a baseline. Analysts from Shanghai Ganglian and the China Photovoltaic Industry Association suggest that the sustainability of price recovery depends on production cut implementation, spot transaction continuity, and end-user demand recovery. The market is currently in a pattern of strong production cut expectations but weak spot transactions.
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Polysilicon Weekly Transaction Prices Rebound Above 40,000 Yuan/Ton Amid Supply Contraction Expectations
The China Nonferrous Metals Industry Association Silicon Branch (Silicon Branch) resumed publishing weekly polysilicon transaction prices after nearly two months, reporting that n-type recharging material (rod silicon) and n-type granular silicon both exceeded 40,000 yuan/ton as of the week of September 17-23. This marks a significant recovery of about 10,000 yuan/ton from late July prices. The price rebound is driven by industry self-discipline initiatives, new national energy efficiency standards, and expectations of supply contraction. Silicon Branch noted that from October, overall industry operating rates are expected to drop to around 35%, strengthening supply-side contraction expectations. Downstream enterprises are gradually restocking but mainly for just-in-need procurement; large-scale centralized procurement has not yet materialized. Polysilicon producers are firm in holding prices, using full cost as a baseline. Analysts from Shanghai Ganglian and the China Photovoltaic Industry Association suggest that the sustainability of price recovery depends on the execution of production cuts, continuity of spot transactions, and the pace of end-user demand recovery. The market is currently in a pattern of strong production cut expectations but weak spot transactions, with prices consolidating sideways.
Read sourcePolysilicon average transaction price rises above 40,000 yuan per ton
According to the Silicon Branch of the China Nonferrous Metals Industry Association, the average transaction price of n-type polysilicon (rod silicon) and n-type granular silicon both exceeded 40,000 yuan per ton in the week of September 17-23, up about 10,000 yuan per ton from late July. The price recovery is driven by industry self-discipline initiatives, new national energy efficiency standards, and strong expectations of supply contraction. From October, overall industry operating rates are expected to fall to around 35%. Downstream companies are mainly making just-in-time purchases and moderate inventory replenishment; large-scale centralized procurement has not yet occurred. Analysts from Shanghai Ganglian and the Silicon Branch noted that polysilicon producers are firm on pricing, quoting at full cost as a floor, while downstream wafer companies still hold some inventory. Experts forecast that the effectiveness of production cuts, sustainability of spot transactions, and recovery of end demand will determine future price trends. China Photovoltaic Industry Association consultant Lv Jinbiao expects price transmission in the fourth quarter but warns the industry must maintain low operating rates even after prices return to cost levels.