Polysilicon
Supply side: Current polysilicon inventory remains massive, holding above 520,000 mt in aggregate, with the overall inventory build-up trend persisting and stockpile pressure remaining severe. Factoring in estimated Ap... more
Price Trend
PV Supply Chain Under Broad Pressure: Weak Supply and Demand in Tandem, Price Center of Gravity Continues to Drift Lower |
| published: 2026-04-09 14:53 |
Polysilicon
Supply side: Industry inventories remain high and continue to rise, with no sign of relief in the ongoing stock build-up trend. The imbalance between supply and demand in the polysilicon segment is becoming increasingl... more
Weak Demand and High Inventories Continue to Push Prices Down across the Solar PV Value Chain |
| published: 2026-03-19 15:13 |
Polysilicon
Supply side:
Polysilicon inventories have now exceeded 520,000 metric tons, remaining in a phase of slight inventory accumulation. Obviously, shipment pressure and inventory digestion challenges are intensifying acros... more
PV Supply Chain: High Inventory Pressure and Weak Demand Drive Continued Price Declines Across the Solar Value Chain |
| published: 2026-03-12 17:21 |
Polysilicon
Supply:
Polysilicon inventories remain elevated at over 510,000 metric tons, with stocks still showing a slight upward trend. The overall oversupply situation persists in the polysilicon segment. In addition, new overs... more
Pricing Tug-of-War Intensifies as PV Supply Chain Prices Continue to Slide |
| published: 2026-03-05 14:36 |
Polysilicon
Supply:
Polysilicon inventories remain elevated, currently exceeding 510,000 metric tons. The pace of inventory drawdown has been extremely slow, indicating a pronounced supply surplus in the market. Obviousl, polysili... more
Prices Across the Four Major Segments of the PV Industry Chain Remain Weak but Temporarily Stable, Awaiting a Market Breakthrough |
| published: 2026-02-26 17:26 |
Polysilicon
Supply side:
The polysilicon sector is currently facing significant inventory pressure. Total inventories remain above 510,000 tons and continue to show a slight accumulation trend, indicating an overall oversupplied m... more
Silver and Wafer Prices Reduction Triggers Chain Reaction, Leading to Cell and Module Prices Under Pressure in Late February |
| published: 2026-02-12 15:13 |
Polysilicon
Supply Side:
Currently, the total inventory of polysilicon in the solar PV industry remains above 510,000 tons, with a slight accumulation trend. To ease the inventory pressure, upstream manufacturers have begun large... more
PV Price Trends: Cost Support and Strong Overseas Demand Keep Solar Module Prices Firm |
| published: 2026-02-05 17:12 |
Polysilicon
Supply:
Production cuts by leading producers have now been implemented. Tongwei has largely suspended polysilicon output, while GCL has reduced its production. Consequently, February polysilicon output is expected to ... more
Weekly PV Market Review: Silver Price Surge and “Rush-to-Export” Activity Keep Solar Cell and Module Prices Firm |
| published: 2026-01-29 17:13 |
Polysilicon
Supply:
Industry-wide polysilicon inventories remain severely overhang, with total polysilicon inventory exceeding 510,000 metric tons and still accumulating. Although leading producers such as Tongwei initiated produc... more
PV Industry Chain: Upstream Inventory Overhang Weighs on Prices, While Downstream Cost Support Shows Signs of Recovery |
| published: 2026-01-23 10:40 |
Polysilicon
Supply:
Industry inventories remain at elevated levels, with total stockpiles exceeding 510,000 metric tons and still accumulating. As the marginal effects of industry-led inventory absorption platforms and self-discip... more
