Major silicon material factories are stockpiling raw materials, triggering a rise in the market. Seeking confirmation: Interviewees have not heard of the "stockpiling plan," and the industry capacity utilization rate is around 30%.

date
13/05/2025
On May 13th, the A-share photovoltaic sector, especially the silicon material sector, experienced a sharp rise, possibly due to rumors of "stockpiling" in the silicon material sector. Some market voices claim that the industry is reducing production to ensure supply, and industry leaders are brewing a large "stockpiling plan". Journalists approached relevant company executives and investor hotlines for verification, and the interviewed executives or investor hotline representatives stated that they had not heard of any silicon material "stockpiling plan" by top silicon material companies, and were unsure of how this rumor entered the market. However, the interviewees unanimously mentioned the current supply and demand situation of silicon material production capacity, with some top silicon material companies operating at utilization rates between 20% and 30%, while others slightly above 30%. The general manager of one of the six major silicon material factories in China told journalists that the industry's way out is for everyone to work together to reduce more inventory.