China December Polysilicon Output and Forecast for January

Scheduled polysilicon production in China was up 2.9% MoM at 155,000 mt in December, but it was 2,000-3,000 mt lower than expected, mainly due to shutdown of some plants for technical upgrade and power rationing policy in Xinjiang and Inner Mongolia. N and P-type materials continued to diverge. The proportion of N-type materials from major manufacturers basically remained above 50%. Scheduled polysilicon production may total 160,000 mt in January.