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SMM News on April 27: According to market feedback, the weekly production of sampled silicon plants in Xinjiang was 27,790 mt, with a weekly operating rate of 57%, basically flat WoW. There are currently no production resumption plans for the production capacity that was cut earlier in Xinjiang, and the overall operating rate has seen limited fluctuations recently.
The weekly production of sampled silicon enterprises in north-west China was 10,640 mt, with a weekly operating rate of 78%, a slight decrease WoW. The statistical scope for north-west China includes Qinghai, Ningxia, and Gansu. In May, a small amount of operating production capacity in north-west China has maintenance intentions, with a limited impact scale. Attention should be paid to changes in the operating rate in the later period.
The weekly production of sampled silicon enterprises in Yunnan was 1,890 mt, with a weekly operating rate of 22%. The operating rate of sampled silicon enterprises in Yunnan was flat WoW. The deviation in sample selection has resulted in the operating rate of sampled silicon enterprises in Yunnan being significantly higher than the overall operating rate in Yunnan. The first electric arc furnace of the 100,000 mt silicon metal project in Baoshan was put into operation during the week and is currently in the trial production stage. With the commissioning of new production capacity, some old production capacity is expected to have production cut plans in May, and the overall supply is expected to see limited fluctuations.
The weekly production of sampled silicon enterprises in Sichuan was 570 mt, with a weekly operating rate of 9%, a slight increase WoW. The operating production capacity of silicon metal in Sichuan mainly focuses on monomer plants or polysilicon enterprises producing #421 silicon or silicon (Si≥99%) as supporting production. Sichuan officially entered the transitional period from the dry season to rainy season in May, and the operating rate is expected to increase slightly but remain significantly lower YoY.
