SMM Weekly Review: Polysilicon Prices Edge Up, Hinting at Higher Module Production Schedules

[SMM Weekly Review: Polysilicon Transaction Prices Rise Slightly, Probability of Subsequent Module Production Schedule Increase Is High]

Polysilicon: This week, the mainstream transaction prices for N-type recharging polysilicon were 39-45 yuan/kg, while the mainstream transaction prices for N-type dense polysilicon were 38-42 yuan/kg. The transaction price range for polysilicon remained unchanged, but some manufacturers experienced a slight increase in actual transaction prices with crystal pulling factories, rising from the previous 41-42 yuan/kg to 42-43 yuan/kg. The slight upward movement in market prices was mainly due to top-tier enterprises standing firm on quotes and optimism regarding H1 installation demand. For the subsequent market, it is temporarily stable with a wait-and-see attitude, focusing on the commencement of new capacity and the self-regulation of silicon wafer production.