Sluggish wafer market is unfavorable for a new round of polysilicon pricing

This week, the mainstream transaction price for P-type dense polysilicon was 35-38 yuan/kg, and for N-type silicon material, it was 40-44 yuan/kg. Overall, polysilicon prices remained stable this week, with limited high-price resource transactions. Currently, companies like Tongwei and Daqo face high inventory risks with quotes at 42 yuan/kg, while New Special's quote is 40 yuan/kg, with relatively low inventory. Current wafer prices show signs of "collapse," unfavorable for a new round of polysilicon pricing.