【Polysilicon Prices Stabilizing and Rebounding? Multiple Companies Respond: Currently in Destocking Phase, Resuming Production Based on Market Conditions】① Daqo New Energy mentioned: "In the future, the company (polysilicon prices) is expected to rise, but the specific timing cannot be determined." Hoshine Silicon Industry believes that inventory still requires time to be digested; ② Lv Jinbiao, Joint Secretary General of SEMI China PV Standards Committee, estimated that polysilicon production in January this year would be below 100,000 mt. "With reduced supply, downstream players have started stocking up in advance for the new year's production before the holiday, and market prices are likely to rebound above the cost line." (Sci-Tech Innovation Board Daily)

[SMM Morning Meeting Summary of Silicon-based Photovoltaic Industry] Polysilicon: The estimated supply for this week is around 30,400 tons. A new major manufacturer has been added, and some manufacturers that are expected to resume production have postponed their plans to September. As a result, polysilicon output in August may fall below 130,000 tons. Silicon Wafers: In the market, the price of N-type 18X silicon wafers ranges from 1.06 to 1.08 yuan per piece, while the price of N-type 210 silicon wafers stands at 1.45 to 1.5 yuan per piece. Although the quotation range for silicon wafers remains unchanged, several leading enterprises have announced a new round of price increases, with N-type 183 wafers rising to 1.15 yuan per piece, 210R wafers to 1.3 yuan, and 210 wafers to 1.5 yuan (all prices effective from the 29th), attracting market attention. However, the downstream transactions have not changed yet, and it remains to be seen whether downstream buyers will accept these prices and whether there will be any compromises.

In August, the polysilicon market encountered another upheaval!

With half of 2024 already behind us, a review of the H1 silicon metal market brings a sense of melancholy.

Yesterday, the mainstream prices for N-type polysilicon were 38-43 yuan/kg, and the mainstream prices for dense polysilicon were 35-38 yuan/kg.

In June, China's polysilicon production was 151,000 mt, showing a significant decrease of 14.7% MoM.

In some regions, silica prices stabilized recently.

Since 2024, the main materials in the photovoltaic sector have been severely impacted by overcapacity, leading to a continuous decline in overall prices. Polysilicon industry has now sufferred industry-wide losses...

Last week, the mainstream transaction prices for P-type dense polysilicon were 34-38 yuan/kg, while the transaction prices for N-type polysilicon were 40-44 yuan/kg.

Prices: Yesterday, the mainstream prices for N-type polysilicon were 40-44 yuan/kg, dense polysilicon mainstream prices were 35-38 yuan/kg, and mixed package prices were as low as 34 yuan/kg.