Views: 0 Author: Site Editor Publish Time: 2026-09-07 Origin: Site
China’s domestic polysilicon market remained cautious this week, with producers holding firm on prices while downstream buyers showed limited interest in new contracts.
Polysilicon transaction prices were reported at around RMB 40–43/kg, but actual trading volumes remained limited. Most major producers continue to treat full production costs as the price floor and have not made significant price concessions.
Previous long-term contracts have largely been fulfilled, while new orders are progressing slowly. Some transactions are being conducted through distribution, contract processing and futures warehouse receipts, resulting in limited spot market activity.
China currently has nine polysilicon producers in operation. August output reached approximately 118,900 tonnes, up 13.1% month on month.
Production is expected to rise further in September. Five companies are scheduled to increase output as production resumes, while three plan to reduce production. Total September output is forecast at around 124,000 tonnes, up approximately 4.4% from August.
The polysilicon market remains oversupplied as production recovers faster than downstream demand. Rising inventories are adding pressure to prices, while the market continues to search for a sustainable pricing level.
Key factors to watch include whether production cuts are implemented, the recovery of peak-season demand and the pace of inventory destocking.
