Polycrystalline Silicon: Some leading companies tentatively signaled a price support of 63 yuan/kg this week, and some second- and third-tier manufacturers slightly increased prices.

K-LinePoet · 2026-02-23T02:44:33+00:00

This week, the market experienced a situation of weak supply and demand. Leading companies tentatively increased silicon material prices, but downstream procurement interest remained low. As the Spring Festival approaches, production cuts in the wafer and cell segments have led to decreased willingness to purchase silicon materials. It is expected that in February, polysilicon production will drop to 79,500 tons, with inventories rising to high levels.

K-LinePoet

2026-02-23 02:44:33

Abstract generation in progress

According to Mysteel’s survey, some leading companies tentatively signaled a price support of 63 yuan per kilogram this week, and some second- and third-tier manufacturers slightly increased prices. However, downstream buyers generally did not accept these signals, and purchasing interest was extremely low. The demand side was affected by the upcoming Spring Festival, with silicon wafer and cell segments gradually scheduling production cuts and holidays, leading to postponed procurement until after the holiday. Coupled with the continuous decline in silicon wafer prices, this further suppressed the willingness to purchase silicon materials. Currently, the market is in a state of both supply and demand weakness, with leading suppliers implementing production cuts. The polysilicon output in February is expected to decrease to 79,500 tons. Industry self-regulation has maintained stable prices, but overall industry inventory remains high and continues to rise. On the demand side, affected by high silver paste prices and the approaching Spring Festival, downstream silicon wafer companies have also reduced operations, and actual procurement remains limited to rigid demand.

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