Polysilicon may still have inventory pressure in November, some silicon wafer companies have already started reducing production plans.

This week, the inventory of polysilicon has increased slightly. At the end of the month, some mainstream orders partially offset the inventory pressure. The supply and demand of polysilicon in November is expected to remain at a situation where supply exceeds demand, leading to potential inventory pressure. According to research, some silicon wafer companies have already planned to reduce production in November, and there has also been a decrease in orders for specialized foundry orders. It is now basically confirmed that the production of silicon wafers in November will decrease compared to the previous month. The trend of polysilicon inventory accumulation is slowing down, and after the price loosened, the transaction situation has improved slightly. Currently, the overall inventory is below a reasonable level, and companies are maintaining steady shipments.