SMM Analysis On China September Polysilicon Production And October Forecast

In September, polysilicon production increased slightly by 1.7%. This was mainly due to overall good order performance for granular silicon, which maintained a growth trend in the production schedule due to its lower price. Additionally, trial production at new bases of top-tier enterprises contributed to some increase. However, the overall production schedule remained relatively low. In October, polysilicon production will continue to increase slightly. After this, top-tier polysilicon enterprises are expected to have significant production cuts due to the dry season.