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
Price Trend
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
Polysilicon Prices Face Rising Downside Risk Below RMB 60/kg, while Cells and Modules Prices Remain Strongly Cost-supported |
| published: 2026-01-15 16:43 |
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
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