Polysilicon
Current polysilicon inventory remains elevated at around 520,000 metric tons, with manufacturers still facing heavy inventory and cash flow pressure. Ahead of the SNEC exhibition, market wait-and-see sentiment has int... more
Price Trend
High Inventory Suppresses Price Rebound Momentum; PV Supply Chain Prices Extend Bottom-Level Consolidation Across the Board |
| published: 2026-05-21 16:31 |
Polysilicon
Current polysilicon inventory is holding at the 520,000 mt level. Spot new-order transaction volumes have contracted, with market transactions dominated primarily by delivery of previously placed orders. Ongoing low pr... more
Prices Stabilize this Week, but the Solar PV Value Chain Still Lacks Fundamental Support for a Broad Rebound |
| published: 2026-05-07 14:37 |
Polysilicon
Supply side:
Polysilicon inventory remains elevated. Supply from polysilicon producers is relatively stable in May, with no substantial production cuts implemented so far. Inventory digestion pressure remains significa... more
Polysilicon and Wafers Pricing Anchored by Policy Expectations; Cells and Modules Under Pressure and Testing Lows |
| published: 2026-04-30 15:25 |
Polysilicon
Current polysilicon inventory remains above 520,000 mt. Approaching the International Workers’ Day holiday, combined with increasingly positive policy signals from relevant government departments and meetings since mid... more
PV Supply Chain: Polysilicon, Wafers, and Cells Enter Bottoming and Stabilization Phase |
| published: 2026-04-23 17:14 |
Polysilicon
Supply side: Polysilicon inventories remain elevated at above 520,000 mt, with no clear inflection point for destocking yet observed. The overall inventory build-up trend continues.
Demand side: Facing persistent upstr... more
PV Supply Chain: Upstream Near Cost Floor Stabilizes, Downstream Faces Dual Pressure and Prices Continue to Decline |
| published: 2026-04-16 15:15 |
Polysilicon
Supply side: Current polysilicon inventory remains massive, holding above 520,000 mt in aggregate, with the overall inventory build-up trend persisting and stockpile pressure remaining severe. Factoring in estimated Ap... more
PV Supply Chain Under Broad Pressure: Weak Supply and Demand in Tandem, Price Center of Gravity Continues to Drift Lower |
| published: 2026-04-09 14:53 |
Polysilicon
Supply side: Industry inventories remain high and continue to rise, with no sign of relief in the ongoing stock build-up trend. The imbalance between supply and demand in the polysilicon segment is becoming increasingl... more
Weak Demand and High Inventories Continue to Push Prices Down across the Solar PV Value Chain |
| published: 2026-03-19 15:13 |
Polysilicon
Supply side:
Polysilicon inventories have now exceeded 520,000 metric tons, remaining in a phase of slight inventory accumulation. Obviously, shipment pressure and inventory digestion challenges are intensifying acros... more
PV Supply Chain: High Inventory Pressure and Weak Demand Drive Continued Price Declines Across the Solar Value Chain |
| published: 2026-03-12 17:21 |
Polysilicon
Supply:
Polysilicon inventories remain elevated at over 510,000 metric tons, with stocks still showing a slight upward trend. The overall oversupply situation persists in the polysilicon segment. In addition, new overs... more
Pricing Tug-of-War Intensifies as PV Supply Chain Prices Continue to Slide |
| published: 2026-03-05 14:36 |
Polysilicon
Supply:
Polysilicon inventories remain elevated, currently exceeding 510,000 metric tons. The pace of inventory drawdown has been extremely slow, indicating a pronounced supply surplus in the market. Obviousl, polysili... more
