[SMM price] Polysilicon / trichlorosilane summation of prices this week (4 7-4)

[ADC12 Price Daily: ADC12 Prices Generally Stable with Slight Rise, Inverted Domestic-Overseas Spread Continues to Narrow] Quotes in the secondary aluminum alloy market predominantly held steady with a slight rise today. The SMM ADC12 price increased by 50 yuan/mt from the previous trading day to 24,050 yuan/mt. The rebound in aluminum prices and high cost-side operations remained key factors supporting enterprise quotes. Tight supply of aluminum scrap and persistently high procurement costs kept enterprises' willingness to cut prices low.

On July 2, the tender failure announcement for the PV module procurement (the second tender) of the Luzhou Generation-Grid-Load-Storage Integrated Energy Project (Phase I) was released. The announcement disclosed that the second tender was opened on June 30, 2026. As fewer than three bidders submitted the bid security, this tender failed. The section will be re-tendered in accordance with regulations. Previously, when this section was opened on May 22, 2026, it also failed because fewer than three bidders submitted bids.

South Africa's global chrome ore exports eased marginally in May 2026 to 2.43 million mt, down 1.82% month-on-month from 2.47 million mt in April, but still 43.08% higher than a year earlier. High-carbon ferrochrome (HC FeCr) exports moved in the opposite direction, rising 5.66% MoM to 123,795 mt, though volumes remained 48.76% below May 2025.