Weekly output of samples from Xinjiang decreased. On a WoW basis, the weekly supply of silicon metal fell [SMM Weekly Silicon Metal Survey].

Published: Jul 4, 2025 15:01

Save

[Xinjiang Sample Weekly Production Decreases, Weekly Silicon Metal Supply Falls MoM] According to market feedback, from June 27 to July 3, the weekly production of sample silicon metal plants in Xinjiang was 24,700 mt, with a weekly operating rate of 51%, a significant decrease WoW. The production cuts in silicon metal at large plants in Xinjiang mentioned last week were realized this week. Additionally, one plant area cut production and suspended operations of five silicon furnaces for maintenance this week. As of Thursday this week, the production cuts had not yet been resumed, resulting in a relatively large MoM decrease in weekly production. The operating rates of other silicon enterprises in Xinjiang were basically stable.

》Check SMM silicon product quotes

》Subscribe to view historical price trends of SMM metal spot

SMM July 4 News: According to market feedback, from June 27 to July 3, the weekly production of sample silicon plants in Xinjiang was 24,700 mt, with a weekly operating rate of 51%, a significant decrease WoW. The production cuts of silicon metal at large plants in Xinjiang mentioned last week were realized this week. During this week, another plant area reduced production and maintained 5 silicon furnaces in insulation mode. As of Thursday this week, the production cuts had not yet resumed, resulting in a large MoM decrease in weekly production. The operating rates of other silicon enterprises in Xinjiang were basically stable. Regarding in-plant inventory, some goods were transferred from in-plant inventory to social inventory, leading to an overall decrease in in-plant inventory levels.

The weekly production of sample silicon enterprises in north-west China was 10,520 mt, with a weekly operating rate of 74%, unchanged WoW. The statistical scope for north-west China includes Qinghai, Ningxia, and Gansu. The operating conditions of sample silicon enterprises were basically stable. The spot market was strong, and silicon enterprises' quotes also increased synchronously during the week.

The weekly production of sample silicon enterprises in Yunnan was 2,100 mt, with a weekly operating rate of 19%, showing a slight increase WoW. In July, Yunnan entered the rainy season, and a small number of silicon enterprises started production and resumed production. It is expected that Yunnan's production will continue to increase next week. Electricity prices in Yunnan are generally higher than those in Sichuan, and most silicon enterprises in Yunnan are not enthusiastic about resuming production, with operating rates during the rainy season significantly lower than those of the same period last year.

The weekly production of sample silicon enterprises in Sichuan was 5,860 mt, with a weekly operating rate of 51%, unchanged WoW. The reason for sample selection is that the sample operating rate is higher than the regional operating rate, and the operating rates of sample silicon enterprises were basically stable during the week.

》Click to view SMM metal industry chain database

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

Feb 6, 2026 18:30

Before the holiday, the black chain is unlikely to see a trend-driven market [SMM Steel Industry Chain Weekly Report].

This week, ferrous metals were in the doldrums, with coking coal and coke staging a mid-week rise. At the beginning of the week, financial markets experienced sharp fluctuations, dragging down sentiment in the ferrous chain and leading to a pullback in futures. Mid-week, Indonesia's cut to coke production quotas drove coking coal and coke futures to lead the gains, though the impact was more pronounced on thermal coal, while coking coal's rise was largely sentiment-driven and short-lived. In the latter part of the week, finished products continued their seasonal inventory buildup, and support from the raw material side weakened, causing the entire ferrous chain to pull back. In the spot market, with the Chinese New Year holiday approaching, purchasing activity slowed down further, with end-users only making limited, as-needed purchases at low prices.

Feb 6, 2026 18:30

Feb 6, 2026 18:09

MMi Daily Iron Ore Report (February 6)

Today, the DCE iron ore futures continued to hit bottom today, with the most-traded contract I2605 closing at 760.5 yuan/mt, down 1.23% from the previous trading day. Spot prices fell by 5–10 yuan/mt compared to the previous trading day.

Feb 6, 2026 18:09

Feb 6, 2026 17:41

[SMM Chromium Daily Review] Inquiries and Transactions Weakened, Chromium Market Showed Mediocre Performance Before the Holiday

[SMM Chrome Daily Review: Trading and Inquiries Weakened, Chrome Market Showed Mediocre Performance Before the Holiday] February 6, 2026: Today, the ex-factory price of high-carbon ferrochrome in Inner Mongolia was 8,500-8,600 yuan/mt (50% metal content), flat MoM from the previous trading day...

Feb 6, 2026 17:41