Polysilicon
Supply side:
Polysilicon inventories have now surpassed 500,000 tons and continue to build up. However, previously implemented anti-rat race (anti-neijuan) measures in order to reduce polysilicon production sees no re... more
Price Trend
Cost Pressures and Production Cuts Push the PV Value-chain Price Center Higher |
| published: 2026-01-08 17:27 |
Polysilicon
Supply side:
Polysilicon inventories have climbed above 480,000 tons, with the inventory build-up trend still unchanged. Although leading polysilicon producers such as Tongwei and GCL have managed to ship limited volum... more
Price Increases Across the Whole Industry, but Transactions Remain Muted as the PV Value Chain Awaits a Post-holiday Rebound |
| published: 2025-12-31 16:43 |
Polysilicon
Supply side:
Fundamental pressure remains pronounced in the polysilicon sector.Polysilicon inventories have now exceeded 470,000 tons and continue to rise,keeping the market firmly in an inventory-accumulation phase.
D... more
Prices Across the Entire PV Value Chain Enters an Upward Stage |
| published: 2025-12-26 9:19 |
Polysilicon
Supply side:
Inventory pressure remains severe, with total stockpiles exceeding 460,000 tons and still rising. However, against the backdrop of industry self-discipline initiatives and the establishment of the polysili... more
Clear Price-Support Momentum across the PV Value chain; Broad-Based Price Pass-Through Likely in Q2 |
| published: 2025-12-18 17:59 |
Polysilicon
Boosted by the implementation of the polysilicon purchase-and-storage (reserve) platform, polysilicon producers have collectively adopted a firm price-support stance, sharply lifting quotation prices to RMB 65/kg. Howe... more
Wafers and Cells Prices Hard to Fall further due to Cost Support, while Module Prices Struggle to Rise under Weak Market Demand |
| published: 2025-12-11 17:19 |
Polysilicon
Supply–demand dynamics:
The market is currently showing a pattern of seeing weak demand but rising supply. On the demand side, downstream ingot (crystal-pulling) companies have sharply reduced production and thus remai... more
Wafer Prices Enter a Phase of Bottoming Out; Cell and Module Prices Still Under Downward Pressure |
| published: 2025-12-04 17:32 |
Polysilicon
Supply, Demand & Inventory:
Current industry-wide polysilicon inventories exceed 440,000 tons, and stockpiles continue to accumulate. Although polysilicon output has declined month-on-month, market demand during th... more
Market Demand Weakens; Prices Across the Entire Solar PV Supply Chain Face Broad Downward Pressure |
| published: 2025-11-28 11:03 |
Polysilicon
Supply & Inventory:
Total polysilicon inventory remains above 430,000 tons, staying at a record high. No destocking inflection point has emerged, and polysilicon inventories continue to build. On the supply side, a... more
Polysilicon Prices Remain Weakly Stable as Wafers and Cells Face Downward Pressure |
| published: 2025-11-07 11:55 |
Polysilicon
Inventory: The industry’s overall polysilicon inventory remains above 420,000 tons. This is mainly due to increased polysilicon output in October, while downstream ingot (crystal-pulling) manufacturers turned more caut... more
PV Weekly Review: Weak Supply and Demand Across the Solar PV Value Chain; Price Changes Depend on Policy Implementation |
| published: 2025-10-31 17:24 |
Polysilicon
Inventory:
Industry-wide polysilicon inventories remain above 420,000 tons, with further accumulation likely in the near term. This is mainly because crystal-pulling (ingot) companies still hold high polysilicon invent... more
