Yunnan Silicon Enterprises Resumption Survey in Rainy Season【SMM Survey】

Before June, the operating rate of Yunnan silicon enterprises was mainly supported by a small number of silicon enterprises in the Baoshan and Nujiang areas. In early June, silicon enterprises in the Nujiang area were the first to resume full production, and a small number of silicon enterprises in the Dehong area also resumed production in mid to late June. Silicon enterprises in the Baoshan area increased production in late June. As of now, the cumulative number of RKEF resumed in Yunnan this month has reached 52, with a total of 90 RKEF in production, and the operating rate has risen to around 60%.

Currently, only a few silicon enterprises in the Nujiang area of Yunnan have not resumed production due to uncontrollable factors, while the rest have reached full production. A small number of silicon enterprises in the Baoshan and Dehong areas that have not resumed production plan to resume production by the end of this month. Some of the silicon enterprises that resumed production in the Dehong area this month are relatively conservative, first resuming small-scale production to fulfill orders, with some capacity remaining to be resumed at the end of the month or after July depending on market trends. The expected total number of RKEF to be resumed in this part is about 13.