Reclassification of polysilicon costs, with a significant month-over-month decrease in polysilicon production in February

K-LinePoet · 2026-02-11T15:55:34+00:00

On the weekend, the N-type polysilicon prices remained stable, with a price range of 48.2-59 RMB/kg, and granular silicon prices at 49-51 RMB/kg. Due to production halts by leading companies, February output significantly declined, and inventories slightly increased. Market orders are limited, and short-term shipments are expected to be insufficient.

K-LinePoet

2026-02-11 15:55:34

Abstract generation in progress

Weekend polysilicon N-type re-investment material quotes are 48.2-59 yuan/kg, N-type polysilicon price index is 52.58 yuan/kg, granular silicon quotes are 49-51 yuan/kg. The weekend polysilicon prices remain stable for the time being. Relevant weekend cost assessments have been released. It is understood that the full tax-included cost of silicon material is set at 54.125 yuan/kg, with each manufacturer making slight adjustments based on their own costs. Due to the production halt of leading companies, polysilicon output in February has significantly decreased compared to the previous month, and some other companies have also reduced production. Polysilicon inventory has slightly increased. Market order signing is limited, and current production is insufficient to cover short-term shipment volumes, leading to a subsequent rise in inventory. (SMM Photovoltaic Perspective)

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.