Silicon Industry Association: Polysilicon trading recovered moderately this week, and prices rose slightly.

The Silicon Industry Association analysis indicated that the polysilicon market ended the previous three months of stability this week, with prices seeing a small increase and trading volume recovering slightly. The main driving factors are as follows: First, in order to match the traditional off-season demand in the first quarter of 2026, silicon material companies continue to implement production reduction and sales control strategies. It is expected that the production and shipment volume of polysilicon in January 2026 will be greatly reduced to 60,000-80,000 tons, effectively alleviating supply pressure. Second, the reduction in production by companies has led to an increase in the overall cost of polysilicon per unit, and based on the pricing mechanism that covers costs, silicon material prices have been raised accordingly. Third, both upstream and downstream companies understand the importance of maintaining a stable price system to avoid chain reactions. The rise in silicon material prices this week also provides bottom support for the stabilization and recovery of prices in various downstream sectors.